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. Making Top-Level Adjustments to the Revenue Budget

Making Top-Level Adjustments to the Revenue Budget

Use the Revenue Top Level Adjustment Budget form to make top-level adjustments to revenue Budget data by Customer and Item. Navigation starts at the top level, so you can expand rows of Customer members to validate data. Additionally, if necessary, you can adjust the Budget for all or individual Item members.

Note:

Top-level adjustments filters down to the following Budget forms:

  • Revenue by Customer Budget

  • Revenue by Item Budget

To review the Budget and make top-level adjustments:

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

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

  3. Click Revenue Top Level Adjustment.

  4. In the Point of View, select a Scenario, Version, Item Type, Subsidiary, Currency, Class, and Account.

    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. By default, the revenue Budget is collapsed by Total Customer and the selected Item Type category.

    To see the relevant detail levels of the Customer and Item, click the Expand icons Expand Icon beside Total Customer and the Item Type. Expand the rows until you locate the Customers and Items that you are interested in.

  6. Enter any necessary adjustments to the Budget for the specific Customer and Item members.

  7. Click Save.

  8. To recalculate the cost of goods sold after changes have been made, right-click the data grid, and then select Launch COGS for all Customers Budget.

  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