Budgets

You can set budgets for different Masterfile records, for example, for Customers, Sales Areas, Sales Groups, Sales Persons, Products or Creditors.

Access budgets from:

Navigator > Maintain > [Module] > Budgets > [Budget], for example, Navigator > Maintain > Accounts Receivable > Budgets > Customer Budgets - OR -

Navigator > Maintain > [Module] > [Masterfile] > Balances tab > Open Budget (Alt+B), for example, Navigator > Maintain > Accounts Receivable > Customers > Balances tab > Open Budget (Alt+B).

Budgets can be set in the company Base Currency or the Masterfile record's foreign currency. Budgets can be set up with scripting, and can be imported using an EDI routine.