{"title":"Budgeting setup (on-premise ERP systems)","url":"https://docs.vismasoftware.no/onestopreporting/administration/setup/","link":"/onestopreporting/administration/setup/","description":"Install budgeting tables to enable direct write-back and extended dimension properties.","content":"\u003ch2 id=\"budgeting-setup\" class=\"group\"\u003eBudgeting Setup\u003ca class=\"prose-heading-self-link\" href=\"#budgeting-setup\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eTo prepare your ERP database for the direct write-back budgeting functionality, you must run through the Budgeting Setup procedure. This procedure will install the OSR Extension tables into your ERP system\u0026rsquo;s database. These tables are designed to extend the ERP system\u0026rsquo;s following Dimensions: Account, Employee and Budget version. In addition, a table to enable budgeting Line Item Detail entries will be installed.\u003c/p\u003e\n\u003cp\u003eMany of the ERP systems lack sufficient properties in the Account and Employee master data (dimensions) to construct a full budgeting model that includes expense and payroll budgeting. The additional tables installed will provide storage capabilities for these situations.\u003c/p\u003e\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eThe \u003cstrong\u003eBudgeting Setup\u003c/strong\u003e will only be available if your client has client level Complete.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eThis procedure does not change any of the original ERP systems\u0026rsquo; tables or data. It only adds additional tables into the database.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n\u003ch3 id=\"prepare-your-erp-system-database-with-additional-tables-for-budgeting\" class=\"group\"\u003ePrepare your ERP system database with additional tables for budgeting\u003ca class=\"prose-heading-self-link\" href=\"#prepare-your-erp-system-database-with-additional-tables-for-budgeting\" aria-label=\"Heading self-link\"\u003e\u003c/a\u003e\n\u003c/h3\u003e\n\u003col\u003e\n\u003cli\u003eClick \u003cstrong\u003eBudgeting Setup\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003e(If applicable) In the \u003cstrong\u003eIntegration\u003c/strong\u003e drop-down list, select the integration.\u003c/li\u003e\n\u003cli\u003e(Not applicable for all integrations.) In the \u003cstrong\u003eConnection\u003c/strong\u003e drop-down list, select the database.\u003c/li\u003e\n\u003cli\u003eIn the \u003cstrong\u003eCompanies\u003c/strong\u003e section, ✅ select the company to set up the budgeting for.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eInstall\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\n    \u003cdiv class=\"admonition admonition-important\" role=\"note\"\u003e\n    \u003cdiv class=\"admonition-title\"\u003e\n        \n        Important\n        \n    \u003c/div\u003e\n    \u003cdiv class=\"admonition-body\"\u003e\n        \u003cp\u003eTo be able to set up budgeting, the user who initially installed the Cloud Agent must have administration rights for inserting tables into the ERP database.\u003c/p\u003e\n    \u003c/div\u003e\n    \u003c/div\u003e\n\n","children":[]}