System ➔ Finance ➔ Budget scenarios
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.
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.
Keep in mind:
Type a short name for the new budget scenario. You can enter
up to eight alphanumeric characters. When editing an existing budget scenario,
you cannot change this entry.
Type a more detailed description for the new budget
scenario. Click to
type the description of the budget scenario in other languages. A maximum of five
languages can be used. The languages can be defined at System ? Settings ? General
settings under the Descriptions in list boxes section. For more
information, see General settings.
Type the start year and the period (1–12, as this refers to the
months) for the budget scenario.
Type the end financial year and the period (1–12, as this
refers to the months) for the budget scenario.
Select the plan period for the new budget scenario. Six
options are available which include Daily, Weekly, Bi-weekly,
4-weekly, Monthly and Quarterly.
After you have selected the plan period and clicked Save,
you will see the following message: “This action can’t be undone. Plan period =
Click Continue to save the new budget scenario. You
cannot change the plan period the next time you want to modify this budget
scenario. Alternatively, click Cancel if you do not want to save the
entries for the new budget scenario.
Note: Plan period is only available if you have the E-Production
Click this to save the budget scenario or all the changes
made to a budget scenario.
Click this to create another budget scenario.
Click this to exit.