Advanced Budgeting and Forecasting allows you to setup the default view and filters for the sales and purchase budget overview pages, greatly increasing usability, as well additional filters for location, inventory posting group, and reordering policy.
Setting up default filters/views for a budget
Navigate to the sales budget or purchase budget page, highlight the budget and select Edit
Adjust the filters and views as required, the following options are exclusive to Advanced Budgeting and Forecasting and not available by standard.
- Exclude Blocked
- Show As Lines
- Show As Columns
- View By
- Show Value as
- Date Filter
- Item Filter
- Customer/Vendor Filter
- Location Filter
- Inv. Posting Grp. Filter
- Budget Dim. Filters
- Global Dim. Filters
- Lot-for-lot Reordering Policy
| Field | Description |
|---|---|
| Name | Specifies the name of the item budget. |
| Description | Specifies a description of the item budget. |
| Blocked | Specifies that the related record is blocked from being posted in transactions, for example a customer that is declared insolvent or an item that is placed in quarantine. |
| Budget Dimension Codes | Specifies a dimension code for Item Budget Dimension. |
| Show as Lines | Specifies which values you want to show as lines in the matrix window. |
| Show as Columns | Specifies which values you want to show as columns in the matrix window. |
| View By | Specifies by which period amounts are displayed. |
| Show Column Name | Specifies that the names of columns are shown in the matrix window. |
| Show Value as | Specifies if you want to view the item values by amount or quantity. |
| Date Filter | Specifies a date filter by which budget amounts are displayed. |
| Item Filter | Specifies which items to include in the budget overview. |
| Customer/Vendor Filter | Specifies the filter that applies to the customers/vendors to whom items are sold/bought. |
| Location Filter | Specifies which locations to include in the budget overview. |
| Inv. Posting Grp. Filter | Specifies which inventory posting group to include in the budget overview. |
| Budget Dim. Filters | Specifies a filter by a budget dimension. |
| Global Dim. Filters | Specifies by which global dimension data is shown. |
| Exclude Blocked | Specifies if blocked record are excluded in the budget overview. |
| Lot-for-Lot Reordering Policy | Specifies if only lot-for-lot reordered items are included in the budget overview. |