Scenario:
The company needs to plan and allocate budgets for major projects or equipment purchases for a department.
Action:
The user enters the capital budget details, including description, department, location, total value, item-wise quantities, rates (manual or automatic from PTCD), and additional details if required. The user saves the budget after adding all items.
Outcome:
The ERP system records the capital budget and calculates total value, maximum value, and approved quantities for each item. The budget is now ready for approval and further processing.
Scenario:
The organisation wants to track individual items or materials in the capital budget to monitor costs and approval limits.
Action:
The user selects raw materials, enters quantity, rate (manual or from PTCD), and additional details such as currency, tolerance %, and capex group.
Outcome:
The ERP system calculates item-wise total value, maximum value, approved quantity, and maximum approved value, ensuring accurate budget tracking.
Scenario:
The organisation wants to minimise manual entry errors when adding rates for items in the capital budget.
Action:
The user selects the “Fill Item Automatic” option, and the system derives rates automatically from the PTCD master.
Outcome:
The ERP system populates item rates automatically, ensuring consistency and saving time in budget preparation.
Scenario:
The total of all item values in the capital budget must not exceed the allocated budget limit.
Action:
The ERP system checks the total value of listed items against the total capital budget.
Outcome:
If the total value exceeds the capital budget, the ERP system displays a warning message, preventing over-budget allocation.