Budgeting

The administrative actions for budgeting include the following

  1. Budget Setup: For customers who have purchased ERP budgeting, click this menu to configure you ERP database to support budget writeback
  2. Distribution Rules: Use this menu to create customer distribution rules that will be available as part of the Line Item Details feature within budgeting. Create the “ratios” to spread a value out of a fiscal year and Solver’s line item detail will use these ratios to calculate monthly budget numbers when the distribution rule is selected.

Click the above links to find out more information about each feature.