Set Customer Budgets

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Navigation:  Process > Customer Functions > Customer Budget by Item >

Set Customer Budgets

This function will allow you to create and update existing customer budgets

 

Customer_SetBudgets

 

Account Range: Select the customer account range to limit the customer budget sets to work on

 

Customer Category Range: Select the customer category range to limit the customer budget sets to work on

 

Sales Analysis Range: Select the sales rep/analysis range to limit the customer budget sets to work on

 

Inventory Category Range: Select the inventory category range to limit the customer budget sets to work on

 

Item Code Range: Select the item code range to limit the customer budget sets to work on

 

Round Qty to x decimals: This can be a positive number to round to the number of decimal places or a negative number to round values to the nearest whole, tens, hundreds etc

 

Round Sales to x decimals: This can be a positive number to round to the number of decimal places, or a negative number to round values to the nearest whole, tens, hundreds etc

 

Refresh actuals and Validate Items: If this is ticked, the system will first refresh all actuals and enter empty budgets for any newly sold items. Refreshing actuals can take some time, and it is recommended that the CRMACTUALS.EXE application be used to schedule this process.

 

Unit Sales value defaults: This section allows the user to set how each sales value budget can be set; the This Year, Last Year and Future budget sets can be updated based on a previous budget set and increase (or decrease) by a given percentage.

 

Budgets can be set based on the following criteria.

 

Do Not Set: Skip setting this budget set

This Year Actuals

Last Year Actuals

This Year Budgets

Last Year Budgets

Future Year Budgets

 

Quantity value defaults: This section allows the user to show each quantity budget set can be updated. The settings are the same as with the Sales value defaults.

 

Set for periods: Select the period range that you wish to update budget sets for; you may wish to update the entire year or single months, quarters, set the periods as required

 

Set Sales based on SSP. This function will allow you to select specific item codes prices for each period and then update the sales in this year’s budget based on the budget quantities. The process will display a simple screen allowing you to capture product prices and then run the process to set the sales.

 

customer_budget_ssp

 

The grid can also be populated using the Import Excel File button from an Excel spreadsheet. The excel file should contain the item code in the first column and the prices for period 1 to period 13 in the subsequent columns.

 

Once the data has been captured as required, press the Set sales figures based on the SSP button to update this year’s sales budgets based on the budgeted quantity * the SSP for the period.