MR.43: Budget Worksheets

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 print these Revenue types, with unique Budgets for each Client.

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

Usage

Use this job to print a list of Client Budgets, with or without Revenue totals, in Client or Group sequence.

Preconditions

Budget figures must have been set up in program MR.40 [Enter Current Year Budgets] and/or MR.42 [Enter Next Year's Budgets].

Program OR.30 [Monthly Sales - Transfer] must be run in order to update the sales database for the last closed Period. This is necessary if the (Actual - Budget) option is selected.

Subsequent Actions

These Budget Worksheets can be used for revising Budgets and then given to an Operator to enter the new figures.

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.