Bulk operations on budget lines

From the Finance module, you can perform various bulk operations on budget lines:

Bulk operations on budget lines

1) Moving budget lines to another sub-budget

You can select and move several budget lines to another sub-budget within your fiscal year. To do this, access the detailed view of your budget in which your lines are referenced: 

At the top right of your budget indicators, click on the “Actions” button and select “Move”:

Select the budget lines you want to move:

Then select the sub-budget to which you want to move your budget lines and click on “Move” :

Requirements for moving budget lines:

- Authorization : The user must have editing rights for the budget lines to be moved, and editing rights for the destination sub-budget.

- The budget year concerned must be in “Active” or “In preparation” status.

2) Delete budget lines in bulk

In the same way as above, access the detailed view of your Budget and click on the Actions > Delete button to delete budget lines in bulk :

Then select the budget lines to be deleted and click on Delete :

Requirements for deleting budget lines:

- The budget lines concerned must not carry any orders or invoices

- The fiscal year in which the budget lines are referenced must be active or in preparation.

- Authorization: user must be a budget administrator

3) Mass revaluation of budget lines

You can apply a revaluation rate or an amount to a selection of budget lines. To do this, access the detailed view of your budget and click on the Actions button at the top right of the indicators, then on Revalue:

Important: revaluation varies according to budget type: 

- ADR

- Unit price x Quantity

- Fixed amount 

For example, in the case of unit prices, revaluation is carried out on the unit price and not on the total product (unit price x quantity).

It is therefore necessary to differentiate bulk actions for these three types.

Select the lines you want to revalue and choose the corresponding revaluation target: 

Then choose whether you wish to apply a percentage or an amount (currency value), and indicate the desired value:

Then determine the date from which you wish to apply the revaluation and for how many months (e.g.: for 1 year). The reset duration is optional: it allows you to apply the change over a defined period of time:

Then click on Preview in the top right-hand corner of the screen to display the application of revaluations without saving them definitively:

The budget is updated, as is the schedule if one is displayed.

Click on the arrow next to it to go back if you wish to make changes before applying the revaluations. Otherwise, click on Update : 

At the end of each bulk operation, Abraxio displays a pop-up to download a report of your operations: you can consult it to check that the operations carried out correspond to your needs.

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