Customer Actual Sales and Budget
Using Monthly Budget Form, values may be set per month, per each maintained General Ledger Account under Chart of Accounts.
As for the Accounts Receivables Account, figures may also be set per subsidiary ledger or per Customer Account which can be relevant for generation of Customer Actual Sales and Budget Report.
To set budget (targets) per Customer Account, simply go to Navigation Pane, General Ledger > Monthly Budget, go through the Accounts Receivable Account, and select the specific Customer Account where to set the budget to, then input the values.
Make sure to set the correct working Year, or indicate if the budget (target) is being set for a specific Project or Cost Centre (for those Optimum Package that has these 2 Modules).
Once done, click SAVE.
For the Actual versus Target Analysis report, Customer Actual Sales and Budget report can be generated as below:
The report will provide Monthly Comparison of Customer Actual Sales and Budget, computing for any variance or the Gain/Loss:
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