Budget Maintenance

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Use this form to create and maintain inventory budgets.

Budget Number

Enter or retrieve a budget number of up to 10 alphanumeric characters.

Description

Enter or retrieve a budget description of up to 30 alphanumeric characters.

Sequence

Select a budget sequence for this budget. This is taken from IN Module Control. Based on this selection, different fields are enabled for data entry when details are entered using the Budget Year Maintenance form.

You can select these options:

• Branch
• Branch/Customer
• Branch/Inventory Item
• Branch/Salesperson
• Inventory Analysis Code
• Inventory Analysis Code/Branch
• Inventory Analysis Code/Customer
• Inventory Analysis Code/Salesperson
• Inventory Item
• Inventory Item/Customer
• Inventory Tree/Customer Tree
• Salesperson
• Salesperson/Customer
• Salesperson/Inventory Item

Table

The Year column displays all years that are set up in the default calendar specified in IN Module Control. The Status column indicates the years that already have budget details set up, and whether the budget year is open or closed.

Create and edit budget year

To add budget details for a year, highlight the year and click the Create and edit budget year button to open the Budget Year Maintenance form, populated with fields for data entry using the selected sequence.

If details have already been entered for a year, the button's label reads View and edit budget year, and you can edit budget detail for the selected year.

Delete budget year

Highlight the year and click this button to delete the budget details for that year.

Notes:

• This will delete all budget details for the selected year. You can only delete closed years.
• You can also click the icon at the top of the form to delete an entire budget. This must be used with caution: it deletes the budget header and all budget details for all years. This Delete button is only enabled if all budget years for the current budget have a status of closed.

• Budget Year Maintenance

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