📘 Screen: Budget - Component Group
This is how budget items are classified: Seed, Herbicide, Fungicide, Insecticide, Fertilizer, Adjuvant, Fuel, Service/Labor, Other. Every component belongs to a group, and the Summary shows cost by group.
📍 Location in the system
Menu: Budget > Component Group
🧩 Main function
Give the budget its reading structure. When the director asks "how much is going to crop protection?", this register is what answers — which is why it's worth thinking it through before you start registering components.
In the bar: New, Reload, Import — which brings in a ready-made structure — and Sort, to set the order in which the groups appear.
📝 Record fields
| Field | Description |
|---|---|
| Name/Description | The group's name: "Herbicide", "Seed", "Service/Labor". |
| Code | The group's code, when the farm uses its own coding. |
| Parent Group | Builds the hierarchy: "Seed treatment fungicide" can sit under "Fungicide". Reports add up at the higher level. |
| Sort order | The group's position in the lists and in the summary. |
| Reference ID | Identifier for integration with another system. |
| Active | A group no longer in use drops out of the lists without deleting its history. |
🔗 Integration tab
Links the budget group to the system's Product & Service Class — the mapping between the planning world and the inventory world. The fields are Type, Product & service class, Description and Integration ID.
That link is what later lets you compare the budget's planned figures with the operation's actuals, without matching item by item by hand.
- Budget cost can be read by type of expense, not just item by item.
- The hierarchy lets you expand or collapse the level of detail depending on who's looking.
❓ Frequently asked questions
Do I have to build the groups from scratch?
No. The Import button, in the list bar, brings in a ready-made structure that you adjust afterward — it's faster than typing group by group.
What is the Parent Group for?
To group in levels. With "Seed treatment fungicide" under "Fungicide", the summary can show the total of the larger group and still let you drill into the detail.
Is the budget group the same thing as the product class?
They are different records, linked by the Integration tab. The group organizes the budget; the class organizes inventory. The link between them is what makes it possible to compare planned and actual.