Budget Year Maintenance

Use this form to create or edit details for a selected budget and year. Open this form on the Inventory Budget Maintenance form.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

The Budget number and Description are read-only if you open this form from the IN Budget Maintenance form.

Combination

This field contains a dropdown list of combinations (based on sequence) for budget detail that already exists for the selected year.

To set up budget detail for a new combination, enter detail in these sections. The detail for the combination appears in the Combination list once it's saved.

Sequence fields

These fields display using the sequence associated with the selected budget. Enter or retrieve the sequence component codes you are creating budget details for. The descriptions are read only.

Quantity, Value and Spread fields

You can leave these fields empty if you must enter budget figures. If you enter a value in any one of these fields, you must also enter a value in the other three fields.

Annual qty

Enter the total annual quantity that is being budgeted for the specified sequence combination. The quantity you enter is spread over all the periods using the quantity spread factor selected.

Base value

Enter the base (unit) value applicable for the item. The value entered has the value percentage applied to it to calculate the budgeted value for each period.

Qty spread % code

Enter or retrieve a quantity spread percentage.

% Value code

Enter or retrieve a percentage value code.

Total qty

This is a read-only field that updates using the sum of the Quantity column.

Total value

This is a read-only field that updates using the sum of the Value column.

Apply

Click this button to apply quantity, value, and spread factors, and Greentree Desktop populates the Quantity, Quantity YTD, Value, Value YTD columns in the table. You can change the Quantity and Value amounts that Greentree Desktop calculates, or enter values into the table.

If Quantity and Value columns are automatically-generated:

Quantity for each period is annual quantity x selected quantity spread factor for the period.
Value for each period: base price x period quantity x selected value factor for the period.

Note: Editing an automatically-generated quantity or value overwrites it when you click the Apply button.

Graphical Detail

The right side of the form displays a graph representing the Quantity and Value data for the selected budget combination. The graph is only visible when you save and retrieve budget detail.