1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Financials
  4. Planning and Budgeting Financials User Guide
  5. Budgeting and Analysis
  6. Budgeting Management Overview
  7. Modifying Budgets by Adjusting Budget Forms
  8. Working With OpEx Adjustment Forms for Budgeting
  9. Entering Departmental Operating Expense Budget Values by Account

Entering Departmental Operating Expense Budget Values by Account

Use the OpEx Detail Budget form to update departmental Budget amounts by Account. If needed, you can add (or remove) detail lines to Accounts to enter detailed operating expense Budget amounts in the selected Currency.

Note:

On the OpEx by Dept Budget form, you enter single Budget values by Account. On the OpEx Detail Budget form, you can enter detailed Budget values.

See the following topics to learn more about using the OpEx Detail Budget form:

Updating Departmental Budget Amounts

Use the OpEx Detail Budget form to update departmental Budget amounts by detail line.

To update departmental Budget amounts:

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

  2. Click the 3 tab on the left.

  3. Click OpEX Detail.

  4. In the Point of View (POV), choose a Scenario, Version, Subsidiary, Currency, and Department.

    Note:

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

  5. Enter Budget values in the open (white) cells.

  6. (Optional) In the third column, click an open cell to add comments. You can enter comments only at the detail level.

  7. Click Save.

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

Adding or Removing Detail Lines

You can add detail lines to Accounts to enter detailed operating expense Budget amounts in the selected Currency. You can also remove detail lines that you don't need.

To add OpEx Budget detail lines:

  1. In the first column, right-click the cell for the relevant Account, and then select Add Detail Lines.

  2. In the drawer, enter the number of detail lines to add, and select an Account.

  3. Click Launch.

  4. If you see popup window confirming the action was successful, click OK.

To remove OpEx Budget detail lines:

  1. Click the detail line that you want to remove in the Amount with Details column to highlight the row.

  2. Right-click the cell in the Amount with Details column, and then select Remove Detail Lines.

  3. In Remove Detail Lines drawer, make sure that the selected detail line is the one you want to remove.

  4. Click Launch.

  5. If you see popup window confirming the action was successful, click OK.

General Notices