Assigning Products to Budget Groups

If you want to base a sales budget on a single product, you do not need to create a budget group. However, you may want to base a budget on several unrelated products. To do this, define a sales budget group and assign products to it using the Product Maintenance application. Alternatively, if all of the products you want to use in the budget group belong to the same price line, you can instead assign the price line to the budget group.

To assign a product to a budget group:

1. From the Files menu, select Product to display the Product Maintenance screen.

2. Display a product record.

3. In the Budget Group field, enter the sales budget group ID.

4. Continue working with the product record, as needed.

See Also:

Budget Groups Overview

Sales Budget Processing Workflow