Published at: 2026-10-12

View budget accrual records

Reconcile each business accrual that accrual rules should automatically post to a Budget Sheet.

Overview

A budget accrual record stores the accrual result. The system generates the data automatically when a Related Object associated with a budget accrual rule triggers the rule.

Before you start

❗
  • Object permission: You need the Budget Accrual Record object permission.
  • Completion Conditions: Budget accrual rules are already configured, and the related business objects (such as receivable orders or Shipment Orders) have triggered the rules.
  • Entry: Budget Management app → Budget Management > Budget Accrual Records.
  • Note: The system generates accrual records. This object is view-only. You cannot create, edit, delete, or import records manually.

Operation steps

View the accrual record list

  1. In the web main navigation, open Budget Management.
  2. Go to Budget Management > Budget Accrual Records.
  3. Browse automatically generated accrual records in the list.
Budget accrual record list

View accrual record details

  1. Open the target accrual record in the list.
  2. Verify the accrual source, accrual ratio result, and target Budget Sheet.
Budget accrual record details

Expected result

  • The list shows accrual records generated after a rule is triggered.
  • The details can be traced to the business object that triggered the accrual and the target expense budget sheet.

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