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PDi CRM has the function of assigning budgets for customers at a product level. This set of menu functions allows the budgets to be maintained, updated, and actuals extracted from the Pastel.

 

Extraction and update of Actuals can be a lengthy process, so an external application is available (CRMActuals.exe) that can be used to retrieve actuals from Pastel Partner Accounting during the evening so as not to interfere with the general day business operations.