As you read in the introduction, you can, for example, keep track of a person's spendable amount and/or the number of credits to be gained. You can do this by setting up one or more balances. On balance, one or more periods can be entered. The balance determines for all periods when the amount will be definitively deducted or the credits will be added. You do this by determining the mutation type and mutation timing. If you add a person to a balance, this person will automatically be added to all periods.
Where do I do that?
You make a balance via function group 'Course data' and function 'Balance'.
Click on the magnifying glass to open the Balance research screen.
This is how you do it:
|1.||Click on 'New'.|
|2.||Give a name to the new balance.|
|3.||Select a mutation type: determines when the budget is finally allocated.|
|4.||Select a mutation timing: determines which date is used to choose the period, also becomes the mutation date.|
|5.||Click 'Save' to save the balance.|
|6.||Insert one or more periods | This way you add a balance period!|
|7.||Add more people to the balance:|
If you add one or more persons to the balance, these persons will automatically be added to all periods.
|Remove persons from the balance:|
Please note that these removed persons will not be removed from the periods.
A balance, including the added periods and persons, can only be deleted if no automatic or manual mutations have taken place. It is then possible to set a mutation to inactive. The added periods will automatically be set to inactive.
You can search the Balance search screen by:
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