Slide
notes: The capture option for Customer Budgets are found at the 'Budget
Capture' section of the menu.
Slide 2
Slide
notes: A Customer Budget is always an expansion of a standard GL Account
Budget, and in addition thereto.
Slide 3
Slide
notes:
Slide 4
Slide
notes: And we always Budget by a Period at a time.
Slide 5
Slide
notes:
Slide 6
Slide
notes:
Slide 7
Slide
notes:
Slide 8
Slide
notes: The system will retrieve the Account Budget, and if there are no
Customer Budgets yet, then 'Other' will be equal to the total Budget. As we
capture Customer Budgets, then of course 'Other' is adjusted all the time.
Slide 9
Slide
notes:
Slide 10
Slide
notes: The Physical Budget for the Customer can also be done, when
applicable. In this example, we are Budgeting only on Financials.
Slide 11
Slide
notes:
Slide 12
Slide
notes:
Slide 13
Slide
notes:
Slide 14
Slide
notes:
Slide 15
Slide
notes: Since we are only budgeting for 2 specific Customers here, any other
Sales that run through the Account will be measured as 'Other Customers'.
Slide 16
Slide
notes:
Slide 17
Slide
notes:
Slide 18
Slide
notes: So this is how we can do the Customer Budget by the capture method.
