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Procedure documentationDefining the Budget Locate this document in the navigation structure

Prerequisites

  • The Budget Initialization option in   Administration   System Initialization   General Settings   Budget   tab is selected.

  • The required budget scenario was defined in   Financials   Budget Setup   Budget Scenarios  .

  • The required distribution methods were defined in   Financials   Budget Setup   Budget Distribution Methods  .

Procedure

  1. From the SAP Business One Main Menu, choose   Financials   Budget Setup   Budget  .

    The Budget Scenario Definition window appears.

  2. Choose the scenario on which to base the budget and select the G/L accounts to be included.

  3. Choose OK.

    The Budget Scenarios – Setup window appears, with the name of the selected scenario.

  4. For each account, enter the budget amount, percentage, and distribution method.

    Note Note

    When you create a new budget that includes accounts without previous budget definition, the window does not display any accounts. In this case, select the option Display accounts with no budget.

    End of the note.

Result

The budget is defined for the selected accounts and you can make an analysis by comparing the defined budget with the actual business activity.

More Information

Budget