Budget Group
A list of groups that items are put in for budgeting, so a sales or purchase budget line can be set for a whole group instead of item by item.
What it is for
A Sales Budget or Purchase Budget line with Budget Base On set to budget group picks a group from here. The Sales Budget vs Actual list counts the actual sales of a group through the sales budget group named on each item.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Budget Group | The code | Required. Save refuses a code already used |
| Name | The name | Required. Kept per language |
| Block | Marks it as blocked | Tick to stop using it |
How to configure it
After creating the groups, put each item in its group on the item master. See Item.
What it is connected to
- Sales Budget, Purchase Budget - budget lines by group.