A budget is the plan for one company's fiscal year, optionally for one business unit, written as an amount per GL account on its Budget Line children. It is maintained in the Finance Setup app under Planning and read on the Budget vs Actual screen (Financials app, Analysis & Planning), which shows the budget as an income statement beside the posted actuals for the same fiscal year, with Variance and Variance %, or as budget-only and monthly layouts. Only one active budget may exist per company, business unit and fiscal year. A budget whose Status is Confirmed is locked: only Status may change, and its lines cannot be added or edited. A budget is a comparison baseline only. It posts nothing, reserves nothing and blocks no transaction.
Fields
| Field | Label | Type | Required | What it does |
|---|
BusinessUnitId | Business Unit | Lookup → BusinessUnit | | Optional division for the whole budget. Part of the one-active-budget scope (an empty business unit is its own scope), and when set the Actual column of Budget vs Actual counts only postings carrying this unit. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
FiscalYearId | Fiscal Year | Lookup → FiscalYear | | The fiscal year the plan covers. Not required by the form, but the Budget vs Actual screen lists budgets by fiscal year, and the one-active-budget check only runs once it is set, so a budget without one is effectively unusable. |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | On for new budgets. Only active budgets block a second budget for the same company, business unit and fiscal year, so turning it off retires a superseded plan without deleting it. Turning it back on is not re-checked against other active budgets. It cannot change while the budget is Confirmed. |
Label | Label | Text | | Optional display name. When filled in, the Budget vs Actual screen lists the budget by this label instead of its Name. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text, unique | Yes | The budget's name, typed by the user because budgets have no automatic numbering. Required and unique across all budgets. Shown in the Budget vs Actual picker only when Label is empty. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company (legal entity) whose plan this is, not a customer or supplier. Part of the one-active-budget scope, and the company whose chart of accounts Budget vs Actual reads. Hidden on tenants that run a single company, where the fiscal year's company is used. |
PlannedAmount | Planned Amount | Calculated (calculated) | | Read-only total of the lines' Budget Amount, recalculated whenever the budget or one of its lines is saved. It adds income and expense lines together, so it is a size check rather than a profit figure. |
RecordTypeId | Record Type | Guid, hidden | | |
Status | Status | PickList | | Draft while the plan is being built. Confirmed locks the budget: any save that changes a field other than Status is refused, and its lines cannot be added or edited (they can still be deleted). Set it back to Draft on its own to revise. Cancelled is a label only and does not hide the budget. An Approved value, never set by the system, would lock it too. Values: Draft, Cancelled, Confirmed. |
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 |
EditInline | Edit Inline | EditInline | Edit |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
