Following are the control maintenance records and authorization keys used for sales budgeting, along with additional setup requirements.
Set the following control maintenance record:
Assign the following authorization key:
You can create groups of price lines or products to make entering sales goals easier, if needed. For more information, see the Budget Groups Overview.
You must enter sales goals for each customer whose buying habits you want to track.
You can also define customer or company monthly sales percentage defaults.
Sales budgeting can display or convert foreign currency. If needed, specify the customer's currency in the Primary Currency field on the Customer Pricing/Printing screen.
See Also: