Budget lists
Where to read the budgets many lines at a time, and against what was actually spent or sold. See Lists, boards and reports for how a list behaves.
General ledger budget lists
On Budget › General Ledger Budget.
| List | One row per | Criteria |
|---|---|---|
| Budget | Line of a General Ledger Account Budget: budget, model, account, amount, status, text, with its dimensions | Budget Model, Account |
| Budget Lines | Period of a budget line: the period, its dates and its amount | Budget, Budget Model, Account |
| Budget vs Actual | Budget line, for the dates chosen: budget amount, committed amount, actual (posted plus committed), percentage used and what is available | Fiscal year, Budget, Budget Model, Account, Date From, Date To |
| Budget vs Actual Lines | Period of a budget line, with the same figures per period | Fiscal year, Budget, Budget Model, Account |
Actual counts posted journal lines on the account in the dates, not reversed and not rejected, that match the budget line's dimensions; committed counts what is committed but not yet posted. These are the same figures the spending check uses.
Sales budget lists
On Budget › Sales Budget, and on Sales & Distribution › Budget.
| List | One row per | Criteria |
|---|---|---|
| Sales Budget | Line of a Sales Budget: base, value, unit, quantity, amount, prepared and approved by | Sales Budget, Budget Model, Budget Period |
| Sales Budget Lines | Period of a sales budget line | Sales Budget, Budget Model, Budget Period |
| Sales Budget vs Actual | Sales budget line, with quantity and amount sold, balance and percentages used | Sales Budget, Budget Model |
| Sales Budget vs Actual - Lines | Period of a sales budget line, with what was sold in that period | Sales Budget, Budget Model, Budget Period |
Sold is read from sales order lines. Sales Budget vs Actual counts all sales orders, whatever their date, for lines set on an item (matched by unit), a sale category or a budget group (through the budget group on the item). Lines set on an item variant or an item group show no actual figures. Sales Budget vs Actual - Lines counts by period, for lines set on an item.
On Budget › General Ledger Budget there are two more:
| List | One row per | Criteria |
|---|---|---|
| Sales Budget Vs Actual Sales | Item and month: budget, actual sales, difference and percentage, with sales responsible and sales taker | Year (required, starts at 2025), Month, Item, Sales Area, Sales Region, Sales Territory, Sales Taker, Responsible |
| Sales Budget Vs Actual Sales Manufacturer Wise | Manufacturer and month, the same figures | Year (required), Month, Manufacturer, Sales Region, Responsible |
Here actual sales are sales order lines that have been invoiced. On Sales Budget Vs Actual Sales, the Sales Area, Sales Region and Sales Territory criteria are offered but not applied: the list comes back the same whatever you pick.
Boards
The Finance, Executive and Management boards have budget against actual tiles. They read the budget model named on Budget Setting.