Defining Sales Budget Groups

Use the Sales Budget Group Maintenance screen to define sales budget group names and descriptions. A budget group is an assortment of similar products grouped together for sales budgeting and tracking purposes. After you define the group, you must assign products or price lines to it before you can use it to create your sales budget.

To define a sales budget group:

1. From the Files > Sales Budgeting menu, select Sales Budget Group Maint to display the Sales Budget Group Maintenance screen.

2. In the Budget Group ID field, type a brief descriptive name for the group and press Enter to display a selection list.

3. Select New and press Enter to return to the Sales Budget Group Maintenance screen.

4. In the Full Description field, enter a more complete description for the group.

5. Press Esc to save the sales budget group and exit the screen.

See Also:

Budget Groups Overview

Editing or Deleting Sales Budget Groups

Sales Budget Processing Workflow