1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Financials
  4. Planning and Budgeting Financials User Guide
  5. Budgeting and Analysis
  6. Budgeting Management Overview
  7. Modifying Budgets by Adjusting Budget Forms
  8. Working With Revenue Adjustment Forms for Budgeting
  9. Entering or Generating Sales Budget for Revenue by Customer

Entering or Generating Sales Budget for Revenue by Customer

The Revenue by Customer Budget form shows revenue data by Item hierarchy for Customers and revenue Accounts. The form lists the Customer for whom a Budget has already been entered. The form is totaled by Customer Category for the selected Item and Class.

Use this form to enter sales Budget or have sales Budget generated based on trends for Customers by the selected Customer Category, Inventory Item, and Class.

To enter revenue data for new Customers, see Adding New Customers to Revenue Budget.

To enter sales Budgets or have sales Budget generated by Customer:

  1. From the Home page, click the Budget card.

  2. Click the 2 tab on the left-hand side.

  3. Click Revenue by Customer.

  4. In the Point of View (POV), select a Scenario, Version, Customer Category, Subsidiary, Currency, Class, and Item.

    Note:

    To enter Budget values or make adjustments in this form, you must set your POV to level 0 members.

    If you use Forms 1.0, click the Go icon Screenshot of the Go icon to apply the changes to the POV.

  5. Click the arrow in the cell that intersects the relevant Account row and the Trend Revenue Budget column.

    Select Prior Yr Forecast. Alternatively, select Manual to manually enter Budget values.

    Note:

    You can enter Budget values only if you set the trend to Manual or if the trend is blank.

  6. For Account members set to Prior Yr Forecast, in the Adj (%) column, enter the percentage increase or decrease as a decimal value. For example, enter 0.01 for a 1% increase or -0.01 for a 1% decrease.

    Warning:

    In the Adj (%) column, if you enter a percentage for an Account that is set to Manual, then the adjustment will not be applied.

  7. For Account members set to Manual, enter the Budget values for each Budget period. Alternatively, in the Total column, enter the total Budget value for the Budget periods.

    Note:

    If there are no previous values in the data grid for the Account row, the total spreads back over the periods evenly. If previous values exist in the data grid for the Account row, the total spreads back over the periods proportionally.

  8. Click Save.

  9. To populate top-level members with the adjusted data in input currency, right-click the data grid, and then select Agg to Income Statement Budget.

General Notices