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Business M

Phase 04: Budget Management

Goal

Section titled “Goal”

Manage budget allocations and track utilization against government account heads.

Doctypes Required

Section titled “Doctypes Required”
  • Budget: Tracks allocated amount for an Account/Cost Center over a Fiscal Year.
  • BudgetRevision: Adjustments to existing budgets.

Implementation Tasks

Section titled “Implementation Tasks”
  • Scaffold Budget DocType.
  • Scaffold BudgetRevision DocType.
  • Implement budget utilization logic on GL entry posting.