Select Product

Select the Product to view the budget for.

Financial Year

Select the financial year to show the budget for.

Location

Product location. Leave blank to show all locations. (Accredo Saturn Only)

Grid Fields

Period Name

The period for the budget.

LY Period

The actual sales value for the product for the period last year.

LY Budget

The budgeted sales value for the product for the period last year.

Budget

The budgeted sales value for the product for the period.

Actual

The actual sales value for the product for the period.

LY Period Qty

The actual sales quantity for the period last year.

LY Budget Qty

The budgeted sales quantity for the period last year.

Budget Qty

The budgeted sales quantity for the period.

Period Qty

The actual sales quantity for the period.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Edit the budget.

Split budget amount (Ctrl+S)

A window will prompt for the total year budget. Key in this amount and it will be divided equally across all periods.

Repeat budget amounts (Ctrl+R)

A window will prompt for the period budget amount. Key in this amount and it will be repeated across all period budgets.

Copy budget amounts (Ctrl+3)

A window will prompt for you to copy from. Select either Last Years Budgets or Last Years Actuals.

Add percent to budgets (Ctrl+5)

A window will prompt for a percentage amount to be added to all periods.

Add amounts to budgets (Ctrl+4)

A window will prompt for an amount to be added to all periods.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Grid Toolbar

Print Report (Ctrl+P)

Print a report of the information in the grid.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Totals panel

Customise panel

Opens Customise Fields, you can customise the fields visible in the panel.

LY Budget

The total budgeted product value for last year.

Year Budget

The total budgeted product value for the year.

LY Budget Qty

The total budgeted product quantity for last year.

Budget Qty

The total budgeted product quantity for the year.