The Budget section will let you view the list of all the Budget requests.
- Multi-Action: This will let you close the selected budgets in one single go.
- Create New: This button will let you create New Budget, which we will see in detail in the upcoming section.
- Primary Search: Search is made available to help the users easily find the budget they are looking for by entering some keywords of the budget already created. MeRLIN displays all the budget requests that matches with the entered word.
- Advanced Filters: Using the advanced filter option in MeRLIN, one can easily find the budget based on Budget Number, Status of Budget, etc. followed by selecting the desired items from the adjacent list. For instance, when the Budget Number is searched, all the Budget Numbers are listed from which one more selection can be made. Similarly, the same procedure can be repeated for other options. A combination of items can also be selected. All the selected Options are then displayed under the Selected Options section. Now click on the Apply button to apply the filter. Click on the Cancel button to cancel the filter options.
Columns and Description
- Budget Number: An automatically generated Budget Identifier
- Budget Name: Name of the Budget
- Request Date: The date on which the request was created
- Budget Owner: The budget requestor, only the owner can edit/delete/close the budget
- Year: Budget year
- Base Currency: Base Currency of the Budget amount
- Budget Amount: The total budgeted amount
- Budget Status: Status of the budget request
Actions/Operations
- View: Users can view budget request information in a non-editable form.
- Edit: Users can edit selected requests.
- Delete: Users can delete selected requests
- Close: Budget Owners can close the budget and will not be available for further consumption in the other modules
- Approval Work Flow History: Users can view the Approval History of the budget request.
- Approve: Only Available if you are an approver. You will be provided with the provision to also attach files and comments while approving requests.
Budget Status Description
| Request Status | Description | Available Actions |
| Draft | Any budget request saved and has not been submitted for approval. | Edit and Delete options are available only for the respective budget owners.
View: Available for all the MeRLIN users |
| Closed | Closed Budgets that cannot be further consumed in other modules | View, Approval Workflow History |
| Rejected | Requests rejected by the Approver | View, Edit, Delete, View Approval Workflow History |
| Pending for Approval | Request that has been submitted for Approval but not yet approved | View, Approval Workflow History |
| Approved | Budget Request that has been approved. | View, Approval Workflow History |