Nim Budget

Search Budgets

HTTP Request

POST /api/nim-budgets/search

📋 Description: Submits a search request for budget information within the NIM system, allowing users to filter results based on specified criteria to enhance financial decision-making.

Parameters

Name

In

Type

Required

Description

pageable

query

Pageable

true

Indicates whether the search results for budgets should be returned in a paginated format, enhancing the efficiency of data retrieval in large datasets.

body

body

BudgetDtoFilter

true

Request body containing the search criteria and filters for retrieving budget information relevant to financial planning and resource allocation.

Responses

Status

Meaning

Description

Schema

200

OK

OK

PageBudgetDto

Post

HTTP Request

POST /api/nim-budgets/expenses

📋 Description: Creates a new expense entry within the budget management system, enabling organizations to track and manage their financial expenditures effectively.

Parameters

Name

In

Type

Required

Description

expensePostDto

query

ExternalExpensePostDto

true

Data transfer object containing the details of the expense to be recorded in the budget management system.

Responses

Status

Meaning

Description

Schema

200

OK

OK

ExpensePostingResultDto

Get Budget Investment Areas

HTTP Request

GET /api/nim-budgets/{budgetId}/investment-areas

📋 Description: Fetches the investment areas associated with a specific budget, enabling users to analyze and manage financial allocations effectively.

Parameters

Name

In

Type

Required

Description

budgetId

path

integer(int64)

true

Unique identifier for the budget

Responses

Status

Meaning

Description

Schema

200

OK

OK

Inline

Response Schema

Status Code 200

Name

Type

Required

Restrictions

Description

anonymous

[BudgetInvestmentAreaDto]

false

none

[Data transfer object representing a designated area for budget investments, encapsulating key financial metrics and strategic alignment to support informed decision-making in resource allocation.]

» id

integer(int64)

false

none

Unique identifier for the resource

» createdOn

string(date-time)

false

none

Timestamp indicating when the budget investment area was created, providing essential context for tracking changes and historical analysis.

» createdById

string

false

none

Unique identifier for the created by

» modifiedOn

string(date-time)

false

none

Timestamp indicating the last modification date and time of the budget investment area, ensuring accurate tracking of changes for financial oversight.

» modifiedById

string

false

none

Unique identifier for the modified by

» createdByName

string

false

none

Name of the created by

» lastModifiedByName

string

false

none

Name of the last modified by

» amount

number

false

none

Amount value

» originalCurrencyId

integer(int64)

false

none

Unique identifier for the original currency

» originalCurrencyDisplayId

string

false

none

Unique identifier for the original currency display

» originalAmount

number

false

none

Amount of original

» rate

number

false

none

Rate value

» rateDate

string(date)

false

none

Date of the rate

» investmentAreaId

integer(int64)

false

none

Unique identifier for the investment area

» investmentArea

InvestmentAreaDto

false

none

Data transfer object representing a designated area for investment opportunities, including relevant metrics and strategic insights to support informed decision-making in resource allocation.

»» id

integer(int64)

false

none

Unique identifier for the resource

»» createdOn

string(date-time)

false

none

Timestamp indicating when the investment area was created, providing essential context for tracking its lifecycle and historical data.

»» createdById

string

false

none

Unique identifier for the created by

»» modifiedOn

string(date-time)

false

none

Timestamp indicating the last modification date and time of the investment area record, providing crucial information for tracking updates and changes.

»» modifiedById

string

false

none

Unique identifier for the modified by

»» createdByName

string

false

none

Name of the created by

»» lastModifiedByName

string

false

none

Name of the last modified by

»» displayId

string

false

none

Unique identifier for the display

»» name

string

false

none

Name of the resource

»» assetClasses

[integer]

false

none

An array of investment areas that categorizes the various asset classes relevant to the portfolio.

» budgetYearDistributions

[BudgetYearDistributionDto]

false

none

Array of budget year distributions detailing the allocation of funds across various investment areas for effective financial planning and management.

»» id

integer(int64)

false

none

Unique identifier for the resource

»» createdOn

string(date-time)

false

none

Timestamp indicating when the budget year distribution record was created, providing essential context for tracking financial planning timelines.

»» createdById

string

false

none

Unique identifier for the created by

»» modifiedOn

string(date-time)

false

none

Timestamp indicating the last modification date of the budget year distribution, ensuring accurate tracking of changes for financial planning and analysis.

»» modifiedById

string

false

none

Unique identifier for the modified by

»» createdByName

string

false

none

Name of the created by

»» lastModifiedByName

string

false

none

Name of the last modified by

»» year

integer(int32)

false

none

Represents the fiscal year associated with the budget distribution, facilitating accurate financial planning and reporting.

»» amount

number

false

none

Amount value

»» originalCurrencyId

integer(int64)

false

none

Unique identifier for the original currency

»» originalCurrencyDisplayId

string

false

none

Unique identifier for the original currency display

»» originalAmount

number

false

none

Amount of original

»» rate

number

false

none

Rate value

»» rateDate

string(date)

false

none

Date of the rate

»» spent

number

false

none

Represents the total amount of budget allocated for expenditures within the specified budget year.

»» budgetInvestmentAreaId

integer(int64)

false

none

Unique identifier for the budget investment area

» investmentRequest

InvestmentRequestDto

false

none

Data transfer object representing a request for investment, encapsulating key details such as investment amount, purpose, and associated metadata to facilitate informed decision-making in financial planning.

»» id

integer(int64)

false

none

Unique identifier for the resource

»» createdOn

string(date-time)

false

none

Timestamp indicating when the investment request was created, providing essential context for tracking and managing investment timelines.

»» createdById

string

false

none

Unique identifier for the created by

»» modifiedOn

string(date-time)

false

none

Timestamp indicating the last modification date and time of the investment request, ensuring accurate tracking of updates within the investment management process.

»» modifiedById

string

false

none

Unique identifier for the modified by

»» createdByName

string

false

none

Name of the created by

»» lastModifiedByName

string

false

none

Name of the last modified by

»» requestedAmount

number

false

none

Amount of requested

»» companyCurrency

string

false

none

Specifies the currency in which the investment request is denominated, ensuring accurate financial representation and reporting.

»» investmentAreaIds

[integer]

false

none

Array of unique identifiers representing the specific investment areas associated with the investment request.

»» requestCategoryId

integer(int64)

false

none

Unique identifier for the request category

»» displayId

string

false

none

Unique identifier for the display

»» leaseAreaId

integer(int64)

false

none

Unique identifier for the lease area

»» leaseAreaDisplayId

string

false

none

Unique identifier for the lease area display

»» leaseAreaName

string

false

none

Name of the lease area

»» businessUnitId

integer(int64)

false

none

Unique identifier for the business unit

»» businessUnitDisplayId

string

false

none

Unique identifier for the business unit display

»» companyId

integer(int64)

false

none

Unique identifier for the company

»» companyDisplayId

string

false

none

Unique identifier for the company display

»» departmentId

integer(int64)

false

none

Unique identifier for the department

»» departmentDisplayId

string

false

none

Unique identifier for the department display

»» title

string

false

none

Title of the resource

»» investmentCurrencyId

integer(int64)

false

none

Unique identifier for the investment currency

»» investmentCurrencyDisplayId

string

false

none

Unique identifier for the investment currency display

»» companyCurrencyId

integer(int64)

false

none

Unique identifier for the company currency

»» companyCurrencyDisplayId

string

false

none

Unique identifier for the company currency display

»» reportingCurrencyId

integer(int64)

false

none

Unique identifier for the reporting currency

»» reportingCurrencyDisplayId

string

false

none

Unique identifier for the reporting currency display

»» masterInvestmentRequestId

integer(int64)

false

none

Unique identifier for the master investment request

»» inceptionExchangeRate

number

false

none

Rate of inception exchange

»» exchangeRateValidFrom

string(date)

false

none

Indicates the date and time from which the specified exchange rate is considered valid for the investment request.

»» weightedAverageExchangeRate

number

false

none

Rate of weighted average exchange

»» status

string

false

none

Status of the resource

»» workflowStepName

string

false

none

Name of the workflow step

»» description

string

false

none

Description of the resource

»» justification

string

false

none

Explanation for the rationale behind the investment request, providing necessary context for decision-making and approval processes.

»» totalRequestedAmount

number

false

none

Amount of total requested

»» totalExpense

number

false

none

TotalExpense represents the cumulative financial outlay associated with the investment request, providing essential insight for budgetary assessments and financial planning.

»» totalSpent

number

false

none

Total amount of funds allocated to the investment request, reflecting the overall financial commitment made by the organization.

»» originalRequestedAmount

number

false

none

Amount of original requested

»» modifiedAmount

number

false

none

Amount of modified

»» currentAvailable

number

false

none

Represents the current available amount of funds for investment requests within the system.

»» modificationId

integer(int64)

false

none

Unique identifier for the modification

»» requestCategory

RequestCategoryDto

false

none

Data transfer object representing a category of requests within the system, designed to facilitate efficient management and classification of various request types in business operations.

»»» id

integer(int64)

false

none

Unique identifier for the resource

»»» createdOn

string(date-time)

false

none

Timestamp indicating when the request category was created, providing essential context for tracking and managing request lifecycle.

»»» createdById

string

false

none

Unique identifier for the created by

»»» modifiedOn

string(date-time)

false

none

Timestamp indicating the last modification date and time of the request category, ensuring accurate tracking of updates for auditing and reporting purposes.

»»» modifiedById

string

false

none

Unique identifier for the modified by

»»» createdByName

string

false

none

Name of the created by

»»» lastModifiedByName

string

false

none

Name of the last modified by

»»» displayId

string

false

none

Unique identifier for the display

»»» title

string

false

none

Title of the resource

»»» subTitle

string

false

none

Title of the sub

»»» icon

string

false

none

Represents the visual symbol associated with the request category, enhancing user interface clarity and aiding in category identification.

»»» budgetTitle

string

false

none

Title of the budget

»»» budgetSubTitle

string

false

none

Title of the budget sub

»»» investmentTitle

string

false

none

Title of the investment

»»» investmentSubTitle

string

false

none

Title of the investment sub

»» expectedInitiationDate

string(date)

false

none

Date of the expected initiation

»» expectedCompletionDate

string(date)

false

none

Date of the expected completion

»» actualInitiationDate

string(date)

false

none

Date of the actual initiation

»» actualCompletionDate

string(date)

false

none

Date of the actual completion

»» requestUrgency

string

false

none

Indicates the level of urgency for the investment request, helping prioritize processing and resource allocation.

»» leaseArea

LeaseAreaDto

false

none

Data transfer object representing a defined lease area within a property management system, encompassing key attributes such as location, size, and associated lease terms to facilitate effective lease administration and reporting.

»»» id

integer(int64)

false

none

Unique identifier for the resource

»»» status

string

false

none

Status of the resource

»»» displayId

string

true

none

Unique identifier for the display

»»» name

string

true

none

Name of the resource

»»» businessUnitId

integer(int64)

false

none

Unique identifier for the business unit

»» businessUnit

BusinessUnitDto

false

none

Data transfer object representing a business unit within the organization, encapsulating essential details such as unit name, identifier, and associated metadata to facilitate effective organizational management and reporting.

»»» id

integer(int64)

false

none

Unique identifier for the resource

»»» status

string

false

none

Status of the resource

»»» displayId

string

true

none

Unique identifier for the display

»»» name

string

true

none

Name of the resource

»»» leaseAreaId

integer(int64)

false

none

Unique identifier for the lease area

»»» companyId

integer(int64)

false

none

Unique identifier for the company

»» company

CompanyDto

false

none

Data transfer object representing a company entity, encapsulating essential details such as name, address, and contact information, to facilitate seamless integration and management of business relationships.

»»» id

integer(int64)

false

none

Unique identifier for the resource

»»» status

string

false

none

Status of the resource

»»» displayId

string

true

none

Unique identifier for the display

»»» erpSystemId

integer(int64)

false

none

Unique identifier for the erp system

»»» erpSystemDisplayId

string

false

none

Unique identifier for the erp system display

»»» countryId

integer(int64)

false

none

Unique identifier for the country

»»» countryDisplayId

string

false

none

Unique identifier for the country display

»»» postingPeriodVariantId

integer(int64)

false

none

Unique identifier for the posting period variant

»»» name

string

false

none

Name of the resource

»»» postingPeriodVariantDisplayId

string

false

none

Unique identifier for the posting period variant display

»»» controllingAreaId

integer(int64)

false

none

Unique identifier for the controlling area

»»» controllingAreaDisplayId

string

false

none

Unique identifier for the controlling area display

»»» chartOfAccountId

integer(int64)

false

none

Unique identifier for the chart of account

»»» chartOfAccountDisplayId

string

false

none

Unique identifier for the chart of account display

»»» fiscalVariantId

integer(int64)

false

none

Unique identifier for the fiscal variant

»»» fiscalVariantDisplayId

string

false

none

Unique identifier for the fiscal variant display

»»» chartOfDepreciationId

integer(int64)

false

none

Unique identifier for the chart of depreciation

»»» chartOfDepreciationDisplayId

string

false

none

Unique identifier for the chart of depreciation display

»»» purchasingOrganizationId

integer(int64)

false

none

Unique identifier for the purchasing organization

»»» assetId

integer(int64)

false

none

Unique identifier for the asset

»»» exchangeRateTypeId

integer(int64)

false

none

Unique identifier for the exchange rate type

»»» plantId

integer(int64)

false

none

Unique identifier for the plant

»»» incrementalBorrowingRateId

integer(int64)

false

none

Unique identifier for the incremental borrowing rate

»»» businessUnitId

integer(int64)

false

none

Unique identifier for the business unit

»»» projectId

integer(int64)

false

none

Unique identifier for the project

»»» transferVariantId

integer(int64)

false

none

Unique identifier for the transfer variant

»»» partnerId

integer(int64)

false

none

Unique identifier for the partner

»»» departmentId

integer(int64)

false

none

Unique identifier for the department

»»» accountingStandardId

integer(int64)

false

none

Unique identifier for the accounting standard

»»» generalLedgerAccountId

integer(int64)

false

none

Unique identifier for the general ledger account

»»» consumerPriceIndexCategoryId

integer(int64)

false

none

Unique identifier for the consumer price index category

»»» costCenterId

integer(int64)

false

none

Unique identifier for the cost center

»»» costCenterRelationValidFrom

string(date)

false

none

Indicates the effective start date for the cost center relationship, ensuring accurate financial tracking and reporting within the organization.

»»» costCenterRelationValidTo

string(date)

false

none

Indicates the expiration date of the cost center relationship, ensuring accurate financial reporting and resource allocation within the organization.

»» department

DepartmentDto

false

none

Data transfer object representing a department within the organization, encapsulating key attributes such as department name, manager, and associated personnel, essential for effective resource allocation and organizational structure management.

»»» id

integer(int64)

false

none

Unique identifier for the resource

»»» status

string

false

none

Status of the resource

»»» displayId

string

true

none

Unique identifier for the display

»»» name

string

true

none

Name of the resource

»»» companyId

integer(int64)

false

none

Unique identifier for the company

»»» leaseGroupId

integer(int64)

false

none

Unique identifier for the lease group

»» linkedBudgets

[BudgetLiteDto]

false

none

Array of linked budget identifiers associated with the investment request, facilitating budget management and allocation tracking.

»»» id

integer(int64)

false

none

Unique identifier for the resource

»»» createdOn

string(date-time)

false

none

Timestamp indicating when the budget entry was created, providing essential context for tracking budget lifecycle and historical analysis.

»»» createdById

string

false

none

Unique identifier for the created by

»»» modifiedOn

string(date-time)

false

none

Timestamp indicating the last modification date and time of the budget entry, ensuring accurate tracking of changes for financial oversight.

»»» modifiedById

string

false

none

Unique identifier for the modified by

»»» createdByName

string

false

none

Name of the created by

»»» lastModifiedByName

string

false

none

Name of the last modified by

»»» requestCategoryId

integer(int64)

false

none

Unique identifier for the request category

»»» year

integer(int32)

false

none

Represents the fiscal year associated with the budget, enabling accurate financial planning and reporting.

»»» displayId

string

false

none

Unique identifier for the display

»»» project

string

false

none

Represents the name or identifier of the project associated with the budget, facilitating effective financial management and tracking.

»»» requestCategory

RequestCategoryDto

false

none

Data transfer object representing a category of requests within the system, designed to facilitate efficient management and classification of various request types in business operations.

»» investmentRequestToInvestmentAreaIdsLinkedToBudget

[integer]

false

none

Array of identifiers linking investment requests to specific investment areas associated with the budget, facilitating streamlined financial tracking and allocation.

» investmentRequests

[InvestmentRequestDto]

false

none

An array of budget investment area requests that outlines the proposed financial allocations for various investment initiatives within the organization.

» totalSpent

number

false

none

Total amount of funds allocated to the specific investment area, reflecting the overall expenditure for budget management.

» totalReserved

number

false

none

Represents the total amount of budget allocated for reservations within the investment area, facilitating effective financial planning and resource management.

» budgetBalance

number

false

none

Represents the remaining budget available for investment within a specified area, facilitating effective financial management and resource allocation.

Enumerated Values

Attribute

Value

status

ACTIVE, APPROVED, CREATED, DECOMMISSIONED, DISABLED, DRAFT, MODIFICATION, REJECTED, REWORK, SUBMITTED