Budget Category

When the Multiple Budgets feature is enabled, you can use budget category values on budget records to categorize types of budgets. In NetSuite OneWorld, budget category values are used to indicate whether budgeting is done at the local subsidiary level in local currency or globally using the root subsidiary's currency. Each budget category is associated with a budget category type of local or global.

After the Multiple Budgets feature is enabled, each budget you set up must be assigned a category. Budget category values allow differentiation between budgets for which other criteria, such as Item, Customer or Project, Class, Department, or Location, are identical. For more information about budget categories in NetSuite, see Multiple Budgets and Budget Categories. For help creating this record in the user interface, see Creating Budget Categories for Local Subsidiary Budgeting.

This record isn't a subrecord and doesn't have any subrecords.

Record ID

The record ID for a budget category REST record is budgetcategory.

Prerequisites

Budget categories are available only when the Multiple Budgets feature is enabled. Multiple Budgets are on the Enable Features page at Setup > Company > Setup Tasks > Enable Features (Administrator). The feature is on the Accounting subtab under Advanced Features. An administrator must enable the feature.

Elements with Different Functionality

The Global field is accessed in REST using the budgetType field. For more information, see Code Samples.

Usage Notes

Like the Global field in the user interface, the budgetType field can't be edited after the budget category record is saved.

Code Samples

The following sample shows how to retrieve a budget category record with an internal ID of 1:

            GET
    {{COMPANY_URL}}/services/rest/record/v1/budgetcategory/1

The following sample shows how to retrieve a budget category record with an external ID of 123:

            GET
    {{COMPANY_URL}}/services/rest/record/v1/budgetcategory/eid:123

The following sample shows how to create a budget category record:

Note:

The Global field is accessed using the budgetType field below. The budgetType field is set as true, which means that budgets assigned this budget category have a type of global, and are defined in the base currency of the root parent subsidiary.

            POST
    {{COMPANY_URL}}/services/rest/record/v1/budgetcategory {"externalId": "1", "name": "Test budget rest", "budgetType": true, "isInactive": false }

The following sample shows how to delete a budget category record with an internal ID of 2:

          DELETE{{COMPANY_URL}}/services/rest/record/v1/budgetcategory/2

The following sample shows how to update the Name field on a budget category record with an internal ID of 2:

          PATCH{{COMPANY_URL}}/services/rest/record/v1/budgetcategory/2{"name":
    "Test name update" }