MR.40: Enter Current Year Budgets

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

Besides regular Orders, you may have a variety of different types of Orders (or events) that you wish to track and compare to Budget. This program allows you to identify these Revenue types, with unique Budgets for each Client.

Note: For related documentation and workflows, see MR - Management Reporting.

Usage

Use this job to set up fiscal Budgets (by Client and Revenue code) for the current year.

Print:There is no option in this program to print the values that are displayed on the screen.

Preconditions

Client codes are defined in program CR.06 [Client Names and Addresses]. Revenue codes are set up in programs WP.31 [Revenue Analysis Codes] or CR.36 [Revenue Analysis Codes]. Warehouse Codes are setup in WP.11 [Warehouses].

Subsequent Actions

If you wish to print Worksheets for the Budget, you may do so in program MR.43 [Budget Worksheets].

If you wish to set up Budgets for next year, this can be done in program MR.42 [Enter Next Year's Budgets].

A comparison of Budgets to actual figures can be reviewed in program MR.44 [Actuals vs. Budgets].

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.