Financial Budget

preethishaji

can any body help me by telling the procedure for preparing Financial budgets in Navision 4. Is it possible to post the budgets.

Thanks in Advance.......

chengalasettyvsrao

Open the Budget form and follow the steps as explained below.

a) Define the Budget Name - Sales Revenue 2012.

b) Show as columns as G/L account and show as lines as Period .

c) In the filters tab define the date filter - 01/01/12.. 31/12/12 and enter the G/L account filter (for example Sales Revenue accounts) 6110..6190.

d) Enter the budget values in the column for the month. Automatically the totaling column of “Budgeted amount” will be filled up

e) Post the sales transactions.

f) For Actuals VS Budget: Chart of Accounts - > Balance > G/L balance/budget