Financials

Budget Management


  Budgeting doesn’t have to be drudgery. Your finance department can simply prepare financial budgets, sales budgets, purchasing and inventory budgets, monitor and re-evaluate any budget on periodic basis (monthly, quarterly, or yearly) using the budget management system. 

   Possible budget cases are:

  • Budget for Type Customer and QTY Based Invoiced.

  • It includes all Sale Orders with posted invoices.

  • Budget for Type Customer and QTY Based Delivered.

  • It includes all Sale Orders with confirmed delivered items.

  • Budget for Type Customer and QTY Based Ordered.

  • It includes all confirmed Sale Orders.

  • Budget for Type Vendor and QTY Based Invoiced.

  • Budget for Type Vendor and QTY Based Invoiced.

  • It includes all confirmed Sale Orders.

  • Budget for Type: Vendor and QTY Based: Delivered.

  • It includes all Purchase Ordered with delivered products.

  • Budget for Type: Vendor and QTY Based: Ordered.

  • It includes all Confirmed Purchase Ordered with.

  • Budget for Type Supply Chain, QTY Based Invoiced (supply Chain type sales or purchase).

  • Budget for Type Supply Chain, QTY Based Delivered (supply Chain type sales or purchase).

  • Budget for Type Supply Chain, QTY Based Ordered: (supply Chain type sales or purchase).

  • Budget for Type Supply Chain, Supply Chain Type Inventory.

  • With supply chain of type Inventory, the QTY based is not considered.

  • Budget for Type Analytic Position.

  • Define budge with Budgetary Position or analytic accounts.