Entering or Generating Sales Budget for Revenue by Item

The Revenue by Item Budget form shows revenue data by Customer hierarchy for all revenue Account and Item members. The form lists Items that already have a Budget entered.

Use this form to enter sales Budgets or have sales Budgets generated based on trends for Items for Customer and Class. You can work with an individual Customer Budget or review the total revenue Budget for all Customers by Class and Subsidiary.

To enter sales Budgets or have sales Budget generated by Item:

1. From the Home page, click the Budget card.

2. Click the 2 tab on the left.

3. Click Revenue by Item.

4. In the Point of View (POV), choose a Scenario, Version, Item Type, Subsidiary, Currency, Class, and Relationship.

   Note:

   To enter Budget values or make adjustments in this form, set your POV to level 0 members.

5. Click the arrow in the cell where the relevant Item row intersects the Trend Revenue Budget column.

   Select Prior Yr Forecast. Or, select Manual to manually enter Budget values.

   Note:

   You can only enter Budget values only if you set the trend to Manual or if the trend is blank.

6. For Item members set to Prior Yr Forecast, in the Adj (%) column, enter the percentage change as a decimal value. For example, enter 0.01 for a 1% increase or -0.01 for a 1% decrease.

   Warning:

   In the Adj (%) column, if you enter a percentage value for an Item set to Manual, the adjustment won't be applied.

7. For Item members set to Manual, enter the Budget values for each period. Or, in the Total column, enter the total Budget value.

   Note:

   If there are no previous values in the data grid for the Item row, the total spreads evenly over the periods. If previous values exist, the total spreads proportionally.

8. Click Save.

9. To update top-level members with the adjusted data in input currency, right-click the data grid and select Agg to Income Statement Budget.

General Notices