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Exact Globe+   
 

Creating and maintaining budget scenarios

Menu path

System ➔ Finance ➔ Budget scenarios

Introduction

In order to effectively monitor your business performance based on various scenarios, Exact Globe Next provides a function to create and maintain budget scenarios. Through this function, you can set the duration of a scenario through which the budget will be used to compare with the actual expenses or returns.

What version are you using?

The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a budget scenario?

  1. In the overview of budget scenarios, click New.
  2. Define the fields.
  3. Click Save. A warning message “This action can’t be undone. Plan period = Monthly. Continue?” will be displayed.
  4. Click Continue.

Keep in mind:

  • All fields with the “!” icon are mandatory.
  • The plan period displayed in the warning message depends on the option that you have selected at the Plan period field.

How do I edit the budget scenario?

  1. In the overview of budget scenarios, define the search criteria.
  2. Click Search and select a budget scenario to be edited.
  3. Click Open.
  4. Edit the relevant field(s).
  5. Click Save, and then click Close.

How do I delete the budget scenario?

  1. In the overview of budget scenarios, define the search criteria.
  2. Click Search and select a budget scenario to be deleted.
  3. Click Delete.
  4. A message “Delete the data selected? Depending on the size of your company, this function may take a long time because all files will be checked. All Existing budget lines from target project will be deleted.!” will be displayed.
  5. Click Yes.

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.281.342
 Assortment:  Date: 10-09-2020
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