[Procedure]
overall operation of the step (FIG. 1):
FIG overall budget management procedure -1
1, budget management is enabled with Administrator login K / 3Cloud, enter basic management [public] → [Settings] → [parameters] find budget management, check the parameter "Enable budgetary control"; (Figure -2)
Figure -2 enable the Budget Management
2, type of organized sector and set a budget organization, the budget organization can be made for the organization or department budget control; (only one default organizational structure, the allocation of the current budget template budget plan can only choose to default organizational structure) ( FIG -3)
Figure -3 budget organization
3. Set a budget template, template style scheme to set [], and then set the budget template [Figure] :( 4,5)
a, [when] the template style program, "the report contains period" contains multiple cycle type, the system automatically adds to the budget calendar column dimensions, and can not be deleted;
b, when the "report period" for the month, is "Cycle report contains" only months;
Figure -4 budget template style scheme
Figure-5 Budget Template
4, set the budget and budget distribution template, the [budget] in the new budget plan, first save the document header fields fill submitted for review, and then in the middle of the budget template in the new budget line selected template in Figure distribution :( -6)
a, select budget template Click [distribution] after the pop-up dialog box, click [Select] organization, data is returned after checking the organization, then you can choose to be the default budget organization;
b, in the dialog "Report Start Date" can be modified, if the budget is executed from September 1, it can be changed to September 1;
Figure -6 budget
5, budget reports, budget reports budgeting Taichung add the appropriate organization or sector budget data currently only supports manual entry, you can copy and paste the block of data, save the completed submission of the audit; (Figure -7)
Figure -7 budget report
6, the implementation of the budget report, the budget monitoring, filtering budget and the budget year, for already completed series of budget reports can be selected during the click [Executive], for also being implemented [anti Executive] operations; (such as FIG -8)
Figure -8 budget execution reports
7、新增预算控制规则，并在预算控制台中分配规则：（如图-9）
a、新增预算控制规则时，【控制维度】中维度范围为空时，默认对预算模板样式方案中所有维度值进行控制，若选中了某一个维度值，则只对这个维度值的单据控制，其他维度值单据则不会弹出提示等；
b、当预算方案中“预算编制主体”的“组织类型”为部门时，预算控制规则【控制单据】页签中【部门来源】需要填写来源，若“组织类型”为组织时则不用填；
图-9 预算规则
8、单据控制，以上设置完成后，在相应控制单据提交时，就会按照规则及预算金额进行控制，超预算时会有提示；（如图-10）
a、可以在【预算控制日志】中查看受控单据的预算控制情况；
b、可以在【预算执行分析】中查看预算的实际占用，剩余预算及预算进度等信息；
图-10 单据控制
【说明】
1、K/3Cloud6.1最新版本下，如果在主控台看不到【预算控制日志】和【预算执行分析】，需要用Administrator登陆后，在业务对象功能授权中进行授权即可；
2、【预算执行分析】表中相关字段取值规则如下：（如图11、12）
a、当预算控制规则【控制单据】页签中预算影响类型为“申请占用”，则单据字段值会填写执行分析表“申请占用”字段；
b、当预算控制规则【控制单据】页签中预算影响类型为“预算执行”，则单据字段值会填写执行分析表“预算执行”字段；
c、当预算控制规则【控制单据】页签中预算影响类型为“预算冲回”，则单据字段值会填写执行分析表“执行冲回”字段；
d、当预算控制规则【控制单据】页签中控制数据中字段“单据下推回写/冲销源单字段”有填写取值字段时，则字段值填写“申请冲回”字段；
e、执行分析表各字段值关系：实际执行=申请占用-申请冲回+预算执行-执行冲回，可用预算=调整后-实际执行；
图-11 预算执行分析表
图-12 预算控制规则
When generating downstream document by converting documents, the documents will be written back to the upstream downstream documents, while companies want this association to be formed upstream of documents carrying a constraint that certain conditions of the document data is regarded as excessive, it is not allowed to complete the current business operations.
When the anti-write the rules of execution, control over the conditions are met, the termination of the anti-write transaction. The time you save the document, audit and other operations might trigger a number of anti-write the rules of execution, the number of anti-write the rules of execution regarded as a transaction. If any one write-back rule over control condition is satisfied when executing, terminates this anti-write transaction, the documents saved or review operations due to over-control and execution failed. .
Excess levels of control:
There are three levels of control: prohibition of excess, allowing excess time, allowing excess.
Prohibit excess: that strict control is not allowed excess. Over examination formula holds, it is determined as the excess. Common over-control the use of this level.
Over time allowed: expressed in terms of the number of over-control, allowing only over time, but that does not allow the excess limit values.
Allow excess: excess means no checks.
Excess check: Equation was established to meet the said excess conditions.
Excess message: prompt information when established, empty the system default prompt as excess judgment.