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.

The internal ID for this record is budgetcategory.

For information about scripting with this record in SuiteScript, see the following help topics:

Prerequisites

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

Supported Script Types

The budget category is scriptable in both client and server SuiteScript.

Supported Functions

The budget category record is fully scriptable. It can be created, read, updated, deleted, and searched using SuiteScript.

Usage Notes

The Global field is accessed in SuiteScript using the budgetType field. For more information, see Code Sample. Like the Global field in the user interface, the budgetType field can't be edited after the budget category record is saved.

Code Sample

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.

            require(['N/record'], function(record){
var budgetCategory= record.create({
        type: record.Type.BUDGET_CATEGORY,
        isDynamic: true
    });

    budgetCategory.setValue({
        fieldId: 'name',
        value: 'test budget ss'
    });
    budgetCategory.setValue({
        fieldId: 'budgettype',
        value: true
    }); 

          

Related Topics

General Notices