Slide 1

Slide notes: We can create custom written reports for Customer Budgets with Document Writer, and we also have automatic Customer Budget Reports available.

Slide 2

Slide notes: We can list all Customer Budgets for a selected Period, or a series of Accounts based on the ISPOS Flag, or we can select a range of Accounts with the FROM / TO method.

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Slide 5

Slide notes: In this case we are stating a single Account FROM and TO, but if we want we can use a wider range or even the wildcards.

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Slide 8

Slide notes: Next, we select the start Period.

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Slide 14

Slide notes: Since we have only selected a single Account, then that is what we get in this case. We can see the GL Account, the Period, and the manner in which the Budget is split between 2 stated Customer Accounts, while the balance of the Budget becomes 'Other Customers'.