Working With Revenue Adjustment Forms for Budgeting

Use the revenue adjustment forms in the Budget card to make adjustments to your sales Budget. To access these forms, from the Budget card, go to tab 2 on the left-hand side.

The Budget process includes the following revenue adjustment forms:

• Revenue -New Customer by Account Budget

  For more information, see Adding New Customers to Revenue Budget.

• Revenue by Customer Budget

  For more information, see Entering or Generating Sales Budget for Revenue by Customer.

• Revenue by Item Budget

  For more information, see Entering or Generating Sales Budget for Revenue by Item.

• Revenue Top Level Adjustment Budget

  For more information, see Making Top-Level Adjustments to the Revenue Budget.

• Gross Margin Percentage Budget

  For more information, see Reviewing and Adjusting Gross Margin Budget Percentages.

General Notices