Set for Periods

Set which periods should be updated 1 to 13
 

Round quantity

Enter the number of decimals to round updated quantities to

Round Sales

Enter the number of decimals to round updated sales to

Re-generate sales code actuals

CRM has to extract actual sales from Sage50c Pastel; use this option to regenerate the sales automatically, mainly if an automatic method is not being used.

Set Qty Budgets

Select how to update the quantity budget for each budget set. This can be one of the following This year’s actuals, Last Year’s actuals, This Year’s Budgets, Last Year’s Budgets, Future Budgets, and enter the percentage value to increase by (a negative will decrease the budget amount)

Set Sales Budgets

Select how to update the sales budget for each budget set. This can be one of the following This year’s actuals, Last Year’s actuals, This Year’s Budgets, Last Year’s Budgets, Future Budgets, and enter the percentage value to increase by (a negative will decrease the budget amount)
 

Start

Once all parameters have been set, press the Start button to commence the process. Depending on the number of sales rep codes to process and the number of sales, this process may take a while.