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:
-
Click the Setup Formula button. The Setup Formula window is displayed.
-
Click the New button.
-
Enter a name and description for the new budget.
-
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%.
-
Click Save. The budget formula is saved, and now appears in the main Setup formula window list.