Slide 1

Slide notes: The KPI Budget capture option is used for Accounts that have not been updated from a Physical Budget procedure, and where a KPI is present for the Account, or simply to adjust a current KPI Budget.

 

 

 

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Slide 4

Slide notes: This is an example of an Account where we will not bother to do a KPI Budget, because there is not even a KPI listed for the Account.

 

 

 

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Slide 8

Slide notes: And this is an example of an Account where we may do a KPI Budget, especially if it was not done by the Physical Budget, or if we want to adjust the Budget.

 

 

 

Slide 9

Slide notes: Capturing is the same as for all Budgets, while we capture KPI quantities here.

 

 

 

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