Set up SwissSalary Budget versions and salary types
Set up the FTE calculation and the transfer of actual salary entries. Then create versions for budget scenarios and assign the budget-relevant salary codes to the appropriate salary types.
Prerequisites
- SwissSalary salary types and salary codes exist in the production master data.
- Permission to change SwissSalary Budget Setup.
Configure Budget Setup
Budget Setup contains company-wide basic settings that control the behavior of all budget processing. The page can't be deleted. When you open it for the first time, a setup record is created automatically.
- Choose the Search icon, enter SwissSalary Budget Setup, and then choose the related link.
- Fill in the fields in the General section as described in the following table.
| Field | Description |
|---|---|
| FTE Calculation | Specifies how full-time equivalents (FTEs) are calculated. Employment % calculates FTEs from the employee's employment percentage. Salary Amount derives the FTE value from the budgeted salary amount. |
| Actual Salary Entry Calculation | Controls when actual salary entries are updated for comparison with the budget. Manually requires a manual update. Automatically on Process updates them when a payroll run is started. Automatically on Post updates them when the payroll run is posted. |
| Vacancy No. | Number series code for automatically numbering vacancies. |
Hinweis
The Allocation Group Rights field is hidden and controls whether security filters apply to structure lines and structure headers or only to the structure header. It isn't relevant to the standard configuration.
Assign budget salary codes
Below the general settings, the SwissSalary Budget Setup page lists all available salary codes. Each salary code must be assigned to a salary type so that employees and vacancies with this salary code can be budgeted correctly.
| Field | Description |
|---|---|
| Salary Code | System-defined salary code value (for example, Salary, Monthly Wages, Hourly Wages, Piecework, or Monthly Wages LMV). The value can't be changed here. |
| Salary Type No. | Salary type used when budgeting employees and vacancies with this salary code. Choose a valid salary type from the lookup list. |
Wichtig
If the assignment for a salary code is missing, the budget for employees with this salary code can't be calculated correctly. When you open the setup for the first time, the system tries to derive the assignment automatically from the existing employee master data. Check the result and correct missing entries manually.
Create and manage versions
Versions allow parallel budget scenarios within a budget structure, such as a plan, a forecast, and a simulation. Each version is assigned to exactly one budget structure.
- Choose the Search icon, enter Version Name, and then choose the related link.
- Choose New to create a new version.
- Fill in the fields as described in the following table.
| Field | Description |
|---|---|
| Name | Unique code for the version (maximum 10 characters). Together with the Budget Structure Name, it forms the unique key. |
| Budget Structure Name | Required. Specifies the budget structure to which this version belongs. A version can't be moved to another structure. |
| Description | Meaningful description of the version (maximum 80 characters, required). |
| Blocked | Prevents further changes to the budget entries in this version. Select the checkbox when the version has been approved and should no longer be changed. |
| Budget Dimension 1–4 Code | Optional dimensions for budgeting. The values refer to the dimensions defined in Business Central. |
Warnung
When you delete a version that already contains budget entries, the system asks for confirmation. If you confirm, all related budget entries are deleted permanently. Cancel the process if you still need the data.
Use the Budget Role Center
The SwissSalary Budget Role Center provides the central entry point to all budgeting areas. You can access it through role selection in Business Central.
The Role Center contains the following direct links:
| Area | Link | Target page |
|---|---|---|
| Processing > Administration | Budget Setup | SwissSalary Budget Setup |
| Processing > Administration | Setup Payroll Log | SwissSalary Budget Payroll Log Open |
| Embedded | Definition | Budget Structure Name |
| Embedded | Budgeting | Column Layout Name |
| Sections > Administration SwissSalary Budget | Job | Job List |
Tipp
Open the Role Center through Settings > My Settings, and select the SwissSalary Budget Role Center profile to enable the complete navigation area.
Good to know
- You release budget salary types without a salary code assignment—the affected employees remain blank or incorrect in the budget calculation.
- You confirm the deletion of a version but still need the budget entries—all related entries are permanently lost.
- You don't check the FTE and actual-entry transfer options until after the first production run—incorrect settings affect every calculation company-wide.