Budget Model
Budget Model: names a version of the budget, such as Original or Revised, that every budget document belongs to.
Budget Period
Budget Period: the span a budget covers and the periods it is split into, each with an open or closed status.
Budget Group
Budget Group: groups of items that a sales or purchase budget can be set on.
Budget Setting
Budget Setting: one setting per company - the budget model the boards compare against, and default, mandatory, greyed or hidden fields on the budget screens.
General Ledger Account Budget
General Ledger Account Budget: an amount per account and period, with an action - stop or warn - when spending goes over it.
Sales Budget
Sales Budget: a quantity and amount target per item, group or sale category, by region, area, territory and salesperson, spread across the budget periods.
Purchase Budget
Purchase Budget: a quantity and amount plan per item, group or sale category, spread across the budget periods. Recorded only.
Budget lists
The budget lists: general ledger budget, budget lines, budget against actual, and the sales budget lists with actual sales - what each shows and by which criteria.