Set Customer Budget Sales only

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Set Customer Budget Sales only

This function is similar to the Set Customer Budgets for products; the difference is that it allows the user to set the monthly sales and GP% adjustments as required.


Select the range of customers to work on using the Account, Category and sales rep; the Period can also be set to indicate which values should be updated.


Set the rounding and how to set each budget type and the percentage increase (or decrease) values by. The process can also update the customer actuals during the process.