Making Top-Level Adjustments to the Revenue Budget

Use the Revenue Top Level Adjustment Budget form to make top-level adjustments to revenue Budget data by Customer and Item. Navigation starts at the top level, so you can expand Customer rows to validate data. If needed, you can also adjust the Budget for all or individual Item members.

Note:

Top-level adjustments filters down to these Budget forms:

• Revenue by Customer Budget

• Revenue by Item Budget

To review the Budget and make top-level adjustments:

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

2. Click the 2 tab on the left.

3. Click Revenue Top Level Adjustment.

4. In the Point of View, choose a Scenario, Version, Item Type, Subsidiary, Currency, Class, and Account.

   Note:

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

5. By default, the revenue Budget is collapsed by Total Customer and the selected Item Type category.

   To see the relevant details for Customer and Item, click the Expand icons next to Total Customer and Item Type. Expand the rows until you find the Customers and Items that you want.

6. Enter any needed adjustments to the Budget for specific Customer and Item members.

7. Click Save.

8. To recalculate the cost of goods sold after making changes, right-click the data grid and select Launch COGS for all Customers Budget.

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

General Notices