The Budget view is the financial budget plan dataset for R365. It contains planned revenue and cost allocations by location, general ledger account, and time period.
Budget Columns
column_name | data_type | description |
|---|---|---|
tenant_id | integer | Customer account identifier within the R365 platform. |
legal_entity_id | UUID | Unique identifier for the legal entity (business unit) associated with this budget entry. |
legal_entity_name | string | Display name of the legal entity (business unit) associated with this budget entry. |
location_id | UUID | Unique identifier for the restaurant location associated with this budget entry. |
location_name | string | Display name of the restaurant location associated with this budget entry. |
date | date | Calendar date for which this budget amount was planned. |
gl_account_id | UUID | Unique identifier for the general ledger account to which this budget is allocated. |
gl_account_number | string | General ledger account number to which this budget is allocated. |
gl_account_name | string | Display name of the general ledger account to which this budget is allocated. |
calendar_type | integer | The fiscal calendar type used to define the budget periods (e.g., Monthly, Weekly, Period-based). |
budget_by | integer | The level at which this budget was created (e.g., by Location or by Legal Entity). |
is_reporting_budget | boolean | Indicates whether this budget is designated as the primary reporting budget for comparison against actuals. |
total | number | Total planned budget amount for the associated account, location, and date. Expressed in customer's base currency. |
budget_name | string | Display name of the budget plan. |
budget_year | integer | Fiscal or calendar year to which this budget plan applies. |