{"id":18724,"date":"2024-03-22T09:34:49","date_gmt":"2024-03-22T08:34:49","guid":{"rendered":"https:\/\/rebub.u-bordeaux.fr\/?page_id=18724"},"modified":"2025-06-02T14:26:26","modified_gmt":"2025-06-02T12:26:26","slug":"suivi-budgetaire-2","status":"publish","type":"page","link":"https:\/\/rebub.u-bordeaux.fr\/index.php\/alma\/procedures\/acquisitions\/budgets\/suivi-budgetaire-2\/","title":{"rendered":"Suivi budg\u00e9taire"},"content":{"rendered":"<div id='wpig-floatingbar' class='wpig-floatingbar'><div id='wpig-switch-wrapper' class='wpig-switch-wrapper'><span id='wpig-floating-switch' class='wpig-floating-switch'><img src='https:\/\/rebub.u-bordeaux.fr\/wp-content\/plugins\/sticky-toc-advance-table-of-contents\/\\assets\\menu.png'><\/span><\/div><\/div><p><\/p>\n<p>Le suivi budg\u00e9taire est possible au niveau du registre comptable, du compte de synth\u00e8se ou du compte budg\u00e9taire.<\/p>\n\n\n\n<p>Aller dans Acquisitions &gt; Infrastructures documentaires &gt; Registres comptables.<\/p>\n\n\n\n<p>Effectuer une recherche pour afficher que le compte budg\u00e9taire.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Recherche_Compte_Budgetaire.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" loading=\"lazy\" width=\"240\" height=\"43\" src=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Recherche_Compte_Budgetaire.png\" alt=\"\" class=\"wp-image-7925\"\/><\/a><\/figure><\/div>\n\n\n<p>Les informations disponibles sont&nbsp;:<\/p>\n\n\n\n<table id=\"tablepress-103\" class=\"tablepress tablepress-id-103\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">Solde provisionn\u00e9<\/th><th class=\"column-2\">Solde r\u00e9alis\u00e9<\/th><th class=\"column-3\">Solde en cours <\/th><th class=\"column-4\">Solde engag\u00e9<\/th><th class=\"column-5\">Solde disponible<\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\">A= montant allou\u00e9 (c\u2019est le total des allocations sur le compte)<\/td><td class=\"column-2\">B=montant factur\u00e9 (c\u2019est le total des lignes factur\u00e9es) <\/td><td class=\"column-3\">A-B =Solde provisionn\u00e9 \u2013 Total des lignes factur\u00e9es<\/td><td class=\"column-4\">C=montant en commande (c\u2019est le total des lignes de commande en cours, ou encore le montant engag\u00e9 mais pas encore d\u00e9pens\u00e9)<\/td><td class=\"column-5\">A-(B+C) <br \/>\nSolde provisionn\u00e9 \u2013 Total des lignes de commandes<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-103 from cache -->\n\n\n<p>Cliquer sur le nom du compte. Le chapitre \u00ab\u00a0Rapport\u00a0\u00bb pr\u00e9sente:<\/p>\n\n\n\n<ul>\n<li>l&rsquo;\u00e9tat pr\u00e9cis des montants allou\u00e9s (jaune),<\/li>\n\n\n\n<li>engag\u00e9s (rouge) c\u2019est \u00e0 dire en en commande,<\/li>\n\n\n\n<li>consomm\u00e9s (bleu), c\u2019est-\u00e0-dire des documents re\u00e7us et factur\u00e9s.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Rapports.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" loading=\"lazy\" width=\"1038\" height=\"692\" src=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Rapports.png\" alt=\"\" class=\"wp-image-7917\" srcset=\"https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Rapports.png 1038w, https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Rapports-300x200.png 300w, https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Rapports-1024x683.png 1024w, https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Rapports-768x512.png 768w\" sizes=\"(max-width: 1038px) 100vw, 1038px\" \/><\/a><\/figure>\n\n\n\n<p><span style=\"font-size: 10.0pt; font-family: 'Calibri',sans-serif;\"> <\/span><\/p>\n\n\n\n<p>Ces informations ne permettent pas de conna\u00eetre le montant des lignes r\u00e9ceptionn\u00e9es.<\/p>\n\n\n\n<p>Dans les biblioth\u00e8ques qui ne proc\u00e8dent pas \u00e0 la facturation, le solde r\u00e9alis\u00e9 reste \u00e0 0.<\/p>\n\n\n\n<p>Dans le cas d\u2019une recherche pour afficher plusieurs comptes budg\u00e9taires, il est possible de les extraire sous Excel \u00e0 l\u2019aide du bouton<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-7918\" src=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Bouton_Excel.png\" alt=\"\" width=\"28\" height=\"32\">.<\/p>\n\n\n\n<h2 id=\"stoc-suivi-par-lignes-de-commandes\" class=\"wpig-heading\">Suivi par lignes de commandes<\/h2>\n\n\n\n<p>Effectuer une recherche des lignes de commande li\u00e9es au compte budg\u00e9taire.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Ligne_De_Commande.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" loading=\"lazy\" width=\"364\" height=\"52\" src=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Ligne_De_Commande.png\" alt=\"\" class=\"wp-image-7919\" srcset=\"https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Ligne_De_Commande.png 364w, https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Ligne_De_Commande-300x43.png 300w\" sizes=\"(max-width: 364px) 100vw, 364px\" \/><\/a><\/figure><\/div>\n\n\n<p>Faire une extraction Excel des r\u00e9sultats \u00e0 l\u2019aide du bouton<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-7918\" src=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Bouton_Excel.png\" alt=\"\" width=\"28\" height=\"32\">&nbsp; pour obtenir la liste des num\u00e9ros de ligne de commande, des num\u00e9ros de commandes associ\u00e9es, du montant total, etc.<\/p>\n\n\n\n<p>Dans le fichier Excel obtenu, &nbsp;il est possible de filtrer les lignes de commande par statut et calculer le total des d\u00e9penses :<\/p>\n\n\n\n<ul>\n<li>Statut \u00ab Sent \u00bb = lignes de commandes encore en attente de r\u00e9ception,<\/li>\n\n\n\n<li>Statut \u00ab Waiting for invoice \u00bb ou \u00ab Closed \u00bb = lignes de commandes r\u00e9ceptionn\u00e9es.<\/li>\n<\/ul>\n\n\n\n<p>Autres exemples de crit\u00e8res de recherche et d\u2019extraction des lignes de commandes&nbsp;:<\/p>\n\n\n\n<ul>\n<li>par fournisseur (code fournisseur)<a href=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-7920 size-full\" src=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes.png\" alt=\"\" width=\"408\" height=\"44\" srcset=\"https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes.png 408w, https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes-300x32.png 300w\" sizes=\"(max-width: 408px) 100vw, 408px\" \/><\/a><\/li>\n\n\n\n<li>par compte fournisseur (code du compte fournisseur<a href=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Code.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-7923 size-full\" src=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Code.png\" alt=\"\" width=\"484\" height=\"44\" srcset=\"https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Code.png 484w, https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Code-300x27.png 300w\" sizes=\"(max-width: 484px) 100vw, 484px\" \/><\/a><\/li>\n\n\n\n<li>par num\u00e9ro de commande<a href=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Numero.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-7922 size-full\" src=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Numero.png\" alt=\"\" width=\"680\" height=\"45\" srcset=\"https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Numero.png 680w, https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Numero-300x20.png 300w, https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Numero-676x45.png 676w\" sizes=\"(max-width: 680px) 100vw, 680px\" \/><\/a><\/li>\n\n\n\n<li>par ligne de commande pr\u00e9cise<a href=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Lignes.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-7921 size-full\" src=\"http:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Lignes.png\" alt=\"\" width=\"424\" height=\"41\" srcset=\"https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Lignes.png 424w, https:\/\/rebub.u-bordeaux.fr\/wp-content\/uploads\/2020\/02\/Lignes_De_Commandes_Lignes-300x29.png 300w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a><\/li>\n<\/ul>\n\n\n\n<div class=\"is-layout-flex wp-container-6 wp-block-columns bord-bloc-reutilisable has-background\" style=\"background-color:#d9edf7\">\n<div class=\"is-layout-flow wp-block-column is-vertically-aligned-center\" style=\"font-size:15px;flex-basis:20%\">\n<p style=\"font-size:15px\"><strong>Date de publication<\/strong> <\/p>\n\n\n<div style=\"font-size:15px;\" class=\"wp-block-post-date\"><time datetime=\"2024-03-22T09:34:49+01:00\">22 mars 2024<\/time><\/div><\/div>\n\n\n\n<div class=\"is-layout-flow wp-block-column is-vertically-aligned-center\" style=\"font-size:15px;flex-basis:20%\">\n<p><strong>Mis \u00e0 jour le <\/strong><\/p>\n\n\n<div style=\"font-size:15px;\" class=\"wp-block-post-date\"><time datetime=\"2025-06-02T14:26:26+02:00\">2 juin 2025<\/time><\/div><\/div>\n\n\n\n<div class=\"is-layout-flow wp-block-column is-vertically-aligned-center\" style=\"font-size:15px;flex-basis:40%\">\n<p><\/p>\n\n\n\n<p><strong>Attention ! <\/strong>Certains \u00e9tablissements utilisent parfois de proc\u00e9dures compl\u00e9mentaires <\/p>\n<\/div>\n\n\n\n<div class=\"is-layout-flow wp-block-column is-vertically-aligned-center\" style=\"font-size:15px;flex-basis:25%\">\n<div class=\"is-horizontal is-content-justification-center is-layout-flex wp-container-4 wp-block-buttons alignfull has-custom-font-size\" style=\"font-size:16px\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-75 has-custom-font-size is-style-fill\" style=\"font-size:15px\"><a class=\"wp-block-button__link has-white-color has-text-color has-background wp-element-button\" href=\"mailto:scoop@u-bordeaux.fr\" style=\"border-radius:65px;background-color:#000000db\"><strong>Signaler une erreur<\/strong><\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Le suivi budg\u00e9taire est possible au niveau du registre comptable, du compte de synth\u00e8se ou du compte budg\u00e9taire. Aller dans Acquisitions &gt; Infrastructures documentaires &gt; Registres comptables. Effectuer une recherche pour afficher que le compte budg\u00e9taire. Les informations disponibles sont&nbsp;:&#8230;<\/p>\n","protected":false},"author":46,"featured_media":4793,"parent":18697,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/rebub.u-bordeaux.fr\/index.php\/wp-json\/wp\/v2\/pages\/18724"}],"collection":[{"href":"https:\/\/rebub.u-bordeaux.fr\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/rebub.u-bordeaux.fr\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/rebub.u-bordeaux.fr\/index.php\/wp-json\/wp\/v2\/users\/46"}],"replies":[{"embeddable":true,"href":"https:\/\/rebub.u-bordeaux.fr\/index.php\/wp-json\/wp\/v2\/comments?post=18724"}],"version-history":[{"count":3,"href":"https:\/\/rebub.u-bordeaux.fr\/index.php\/wp-json\/wp\/v2\/pages\/18724\/revisions"}],"predecessor-version":[{"id":20594,"href":"https:\/\/rebub.u-bordeaux.fr\/index.php\/wp-json\/wp\/v2\/pages\/18724\/revisions\/20594"}],"up":[{"embeddable":true,"href":"https:\/\/rebub.u-bordeaux.fr\/index.php\/wp-json\/wp\/v2\/pages\/18697"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rebub.u-bordeaux.fr\/index.php\/wp-json\/wp\/v2\/media\/4793"}],"wp:attachment":[{"href":"https:\/\/rebub.u-bordeaux.fr\/index.php\/wp-json\/wp\/v2\/media?parent=18724"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}