---
title: "Budgeting"
canonical: "https://wiki.soft1.eu/space/SS5EN/12059983/Budgeting"
format: markdown
---
System for structuring and monitoring purchases, sales, accounting and expenses (debit/credit) budgets. Requires the respective modules, depending on the case.

The configuration and management of the budget is executed through a new entry from the budget module. To create a new budget follow these steps: 

## Configuration - definition of a Budget:

Sales / purchases / accounting / expenses budgets.


Select new entry and post the code and name of the budget. Then, set the following fields:


- **Dimensions 1 to 6**: Set the categories for which the budget will be monitored. You can complete fields - categories from each module, that represent the specific module. For example, in a sales budget, you can select fields such as items, item commercial category, item accounting category, group, manufacturer from the items module, while from the customers module, customer commercial category, customer accounting category, geographic zone, salesperson. You must complete at least one dimension of each module.
- **Monitored sizes**: the method for monitoring the dimension that includes values such as quantities, values, accounts debit/credit.
- **Application period:**specify the dates for which to apply the budget. A required field in the application period is "Grouping", which executes the analysis of periods according to the dates entered.
- **Comparison period:**Specify the dates with which to compare the data. The method for the comparison and the display of the budget results is defined through field "**Value based on**". In "Value based on" field you can select the following values:
  - **Given value.**Value set at your discretion. In the application period next to each period, complete a different value of the budget.
  - **Modification percentage.**If you have selected a budget with value based on modification percentage, then you must complete the dates in the comparison period. Complete a percentage % per comparison period. In this way, the application analyzes the total of the month of comparison and augments based on the percentage % you have completed.
  - **Average of total.**  A necessary requirement is to define the comparison period. If you select the average of total, the application analyzes the total of the comparison period, produces an average and allocates it equally to the budget periods.
  - **Modification rate.**  In this case you must set a comparison period (dates) and in the application period, you must complete a rate %. The application analyzes the total of the comparison period and distributes at the budget periods the % of the value that corresponds to them.

 

Once you have created the budget scenario, you must update the initial budget data (dimensions combination), either selecting from Related jobs, or from the main menu Budgets> Jobs >**Update initial data.**

 

## Budget data

After job Update initial data you can process the budget data and execute the required modifications to the budget. I.e. different price per item commercial category and per period.

As soon as you complete budget data, run job from the main menu Budgets> Jobs >**Update actual data. **


 

##  **Operating results **

After updating actual data, select Budgets > Budget results from the main menu. There, you can view the budget results in a browser format. At this point it is very useful to exploit Pivot analysis operation using dimensions grouping.


 


 

## **Reports/printouts   **

Run the printouts of the budgets of each module, selecting in filters such as Dates, Budget and ability or non ability of period analysis.