|
Application Guide for Oracle Self-Service E-Billing (Business Edition) > Cost and Budget Management Reports >
Group Budget Report
The user can use this use case to view budgeted amounts against actual charges incurred over a period of time. This is a sum of all charges, including taxes and rounding, if any, for all groups below the current selected hierarchy position. The Group Budget Report is only available when the user is in Business Hierarchy. A Group is defined as the folder that is directly under the current hierarchy position and has at least one or more account nodes under it or its sub-folders Table 62 lists and describes the Group Budget Report use case.
Table 62. Group Budget Report
|
|
Name |
Group Budget Report |
Triggers |
- Cost Management
- Budget Reports
|
Primary Users |
Manager and administrator only |
Business Rules |
- If there are more than 20 groups in the result set, the chart is suppressed.
- The Group Budget Report appears only if the user is in a business hierarchy. This report does not appear if the user is in a billing hierarchy or if the node is in service.
- The report must display a list of sub groups or contracts in this particular business group.
- If there is missing budget or charge data for a particular group or contract, it is ignored (for example, if the budget is zero the variance will have a negative number).
|
Chart
|
Chart Type, Comparison Bar:
- X axis: Sub Groups or contracts belonging to the Group (The Immediate Child Nodes).
- Y axis: Current Period Actual Charges and Current Period Budget.
|
Standard Features |
- Printer-friendly view
- Download CSV or XML
|
Configuration Points |
Report Threshold Value for Batch Mode. Determines the number of result set lines above which a report must process in batch mode instead of as an online download. You can set values for each type of download file:
- CSV. The maximum number of output lines.
- XML. A percentage of the CSV threshold value (Default is 20%).
For example, if the CSV report threshold is set to 3,000 result set lines, then an XML threshold value set at 20% must process in batch mode when it has 600 or more result set lines. |
Main Path for Using Group Budget Report
The following path describes the Group Budget Report use case:
- The user selects the Budget report from the report list.
- Application determines query parameters based on report context or defaults and returns:
Alternate Paths
Alternate paths can occur in this use case. The user modifies the query parameters
1 The user changes any of the query parameters on the Report tab or his or her hierarchy position and selects Display to execute report.
- Oracle Self-Service E-Billing regenerates the report for the scope of selected reporting period and current hierarchy position.
Drill-down, The user selects the link for a group
Application recursively invokes the same report for the selected group, or if there are no more groups under the selected group, invokes the Service Budget Report use case for the selected group.
| 
