YonSuiteFinanceIntermediate

Budget Adjustment Register

This tutorial provides ERP steps, exception closure, and evidence requirements for budget adjustment register.

Learning objective

Standardize budget adjustment register

Roles

Finance manager, accountant, business data owner

Prerequisites

Organization and period definitions are agreed
Required query permissions are available

Completion checks

Sample three records against source data
Confirm every exception has status and owner

Common errors

Inconsistent filters
Missing follow-up actions
Review evidence not retained

Thailand project note

This tutorial covers ERP operational controls and data organization only. Any Thai tax, VAT, WHT, statutory accounting, or legal conclusion requires review by a qualified Thai professional.

Steps

01Define the organizations, period, and owner for budget adjustment register.

02Prepare relevant documents, balances, or business records and freeze the filter criteria.

03Run budget adjustment register in the ERP and retain criteria, timestamp, and output.

04Record causes, actions, owners, and due dates for every variance or exception.

05Have the finance owner sample-check the result and archive review evidence.

01
Define the organizations, period, and owner for budget adjustment register.
02
Prepare relevant documents, balances, or business records and freeze the filter criteria.
03
Run budget adjustment register in the ERP and retain criteria, timestamp, and output.
04
Record causes, actions, owners, and due dates for every variance or exception.
05
Have the finance owner sample-check the result and archive review evidence.

Implementation notes

Align organization, period, and status definitions first
Record evidence before closing an exception

References

一文看懂用友U9 cloud：制造业数智化转型的核心引擎 ↗用友U9 cloud · Accessed: 2026-08-27