One budgeted amount for a GL account inside a Budget, optionally pinned to a fiscal period and to business unit, branch, cost-centre and partner dimensions. At most one line may exist per budget + GL account + fiscal period, and the amount must be greater than zero when entered; lines cannot be added or edited once the parent budget is Confirmed or Approved. Variance and forecast group lines by GL account and sum BudgetAmount, deriving the favourable/adverse sign from the account's Schedule III classification rather than from anything on the line; the budget income statement phases a line with no fiscal period evenly across the year's periods.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | Branch dimension recorded on the line for reporting and for parity with the ledger's posting dimensions. No first-party budget service filters on it — variance scopes by the header's business unit and cost centre, and the availability gate by business unit only — so budgeting the same account by branch will not by itself produce branch-separated variance. |
BudgetAmount | Budget Amount | Currency | | The planned figure, validated to be strictly greater than zero when entered — enter it as a positive magnitude for both income and expense accounts. The favourable-versus-adverse direction is never taken from this value's sign; variance derives it from the account's Schedule III classification (credit-nature accounts are over budget when actual falls short, debit-nature when actual exceeds). |
BudgetId | Budget | Lookup → Budget | | |
BusinessUnitId | Business Unit | Lookup → BusinessUnit | | Line-level business unit. It is the only line dimension the availability gate filters on: when a caller supplies a business unit, both the budget side (these lines) and the consumption side (period balances) are narrowed to it. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
FiscalPeriodId | Fiscal Period | Lookup → FiscalPeriod | | Optional month/period this amount belongs to. Leave it null for an annual line: the budget income statement then spreads the amount evenly across the year's periods, whereas a period-stamped line lands wholly in that period's column. It is also part of the duplicate-line key, so the same GL account may appear once per period plus once more as an unphased annual line. |
GLAccountId | GL Account | Lookup → GLAccount | | The account being budgeted — the grain of every downstream comparison. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | GL Account Name | Text, unique | Yes | The platform record-name key for the line, carrying the display label 'GL Account Name'. It is a plain text key, not a link to the chart of accounts — the account is held in GLAccountId, and nothing in the budget services reads this column. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The owning company, duplicated onto the line. The availability gate matches lines on this column directly rather than walking up to the parent budget, so a line whose company does not match its budget's is skipped by the gate even though variance (which joins via BudgetId) still counts it. |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Updated On | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| GL Account Filter | GLAccountId | |
