السلام عليكم

للأمانه الموضوع منقول ..


Budget Setup

During budget setup, a budget administrator defines the characteristics of a budget. Based on your organizational culture and business requirements you can decide how best to manage your budget.
You use Oracle HRMS to budget for your enterprise's work structures rather than for the individual personnel assigned to these work structures.
You can maintain a budget for the following work structures:

• Job
  

• Position
  

• Grade
  

• Organization
  

• Open
  

Note:

The Open budget entity lets you create a budget for any combination of job, position, grade, or organization.

The following diagram illustrates a budget where the primary budgeting entity is position. The budget forecasts spending for a single position which is occupied by one or more personnel.

You can budget for monetary and non-monetary resources within a single budget. For example, you can maintain a budget that forecasts salary and headcount by position for a fiscal period.

Oracle HRMS Budgets and Oracle General Ledger

If your enterprise uses Oracle General Ledger, you can upload an active HRMS budget to the General Ledger so that funds can be reserved for the budget.
You map Oracle HRMS costing segments to Oracle General Ledger account codes so that you can transfer an active budget to the General Ledger.
Control Budgeting in a Grants Environment

Oracle HRMS works with Oracle Grants Accounting to create and relieve reservations (funds checking), record encumbrances, and reduce encumbrances when Commitment Transfer is to GL, not Grants.
When you assign a person to a position within a budget a commitment is established in Oracle HRMS. You can then run the Calculate Commitments process to create and record encumbrances in grants accounting. An identical amount then relieves the reservation in Oracle HRMS.
Migrating an Existing Budget to Oracle HRMS

If your enterprise implemented Oracle HRMS prior to Release 11i, you can migrate legacy budgets to the new HR budget function. You can use the migrated budget as the basis for a new budget.
Budget Entry and Maintenance

Oracle HRMS provides a budget worksheet for budget entry. For each line item in the budget, you can enter a budget value or you can calculate the value as a percentage of the total amount allocated for the budget measurement unit. You can delegate a budget worksheet between managers in an organization hierarchy if you budget by position or organization.

Note:

If your budget worksheet is based on an existing budget version, you can choose whether to copy the budget details from the existing version (including budget periods, budget sets, and funding sources) or copy only the top level entries in the budget. Your system administrator sets the User Profile Option HR: Copy period details for budget to enable the copying of budget details into the budget worksheet.

Reallocating and Reserving Budget Resources for Positions

For position budgets, you can distribute resources to a reallocation pool so other positions in the budget can receive excess resources. You can also reserve resources for a position that cannot be distributed to the pool.
Budget Approval

If your enterprise operates in an environment where budgets are subject to an online approval process, you can route a budget through a hierarchy of approvers. For enterprises operating in a non-transaction oriented environment, you can complete budgets without an approval process.
Budget Management Reports

Budget Management reports provide a variety of calculations that enable you to perform detailed analysis during your budget planning process.
The reports have similar formats that detail -- by position -- budget information for specified time periods enabling you to analyze budgeted, actual, committed, projected, balance amounts and percentages.
For a high level budget summary, run the Position Summary report to display the status of all positions within an organization. If you need to focus on a particular pay element, run the Position Element Summary report. For specific positions within an organization, broken out by pay element, run the Position Element Detail Report.
You can narrow your focus to include specific Position Types, including Over and Under Budgeted Positions. Over Budgeted Positions are defined as positions that have a positive balance after actuals and commitments have been subtracted. You could reallocate this positive amount to Under Budgeted Positions if desired.
If you work in a Position Control organization, run the Organizational Position Summary report based on the organizational hierarchy.

In the next post we will explain HRMS Budget setup.

المصدر forums appsemus

السلام عليكم ورحمة الله وبركاتة
جزاك الله خيرا ياأخي
ولكن ياريت لو في خطوات مختصرة بعيد عن الكلام الكثير من اوريكال الذي يصعب علي الكثير متابعتة وفهمة
وياريت لو يكون الموضوع يشمل Headcount
وشكراً مقدما علي المجهود