Setting up a Sales Budget Formula

The Setup formula is one of the key features of sales Budgets. Setup formula enables you to setup the spread of sales by % for each period, totalling 100%, over the whole year.

You can set up formulas from the following windows:

• The main “Sales Budget” window

• Sales Budget window of:

• • The Primary Stock Group Records.

  • The Sales Territory/Primary Stock Group Records.

  • The Primary Stock Group/Sales Territory Records.

To set up a sales budget formula:

1. Click the Setup Formula button. The Setup Formula window is displayed.

2. Click the New button.

3. Enter a name and description for the new budget.

4. Enter the percentage of the total annual budget for each month in the Spread column. The Total Spread % field keeps a running total of the percentages you enter. The total for the 12 months must equal 100%.

   

5. Click Save. The budget formula is saved, and now appears in the main Setup formula window list.