Item Budget Report

With the Item Budget you can print an item budget statement. You can choose, for example, to see an item budget for selected dimensions, or you can limit the period covered by the budget.

If you want to include more information, you can select additional fields to be included in the report. To do this, in the Field field, press F3, click the AssistButton and then select the relevant field(s). You can set filters on any of the fields. If you do not set any filters, the report will include all your records. You can also determine what is shown in the report by filling in the relevant fields on the Options tab. Fill in the fields as follows:

Item

No.: Enter the item numbers of the items you want to include in the report. To see the existing item numbers, click the Filter field, then click the AssistButton that appears to the right.

Department Filter: Enter the department for which you want to see a statement. To see the existing departments, click the Filter field, then click the AssistButton that appears to the right.

Project Filter: Enter the project for which you want to see a statement. To see the existing projects, click the Filter field, then click the AssistButton that appears to the right.

Click the up-arrow at the lower left-hand corner of the window to see the result of the filters you have defined for the table.

Options

Analysis Area: Select the relevant application area for your budget. You can select Sales or Purchase.

Item Budget Filter: Select the relevant item budget that you want to include in the report.

Show Value As: Select either Sales Amount, Cost Amount or Quantity to specify the values you want to view in the budget.

Starting Date: Enter a date to specify the beginning of the period covered by the report.

Period Length: Specify the length of the periods shown in each column of the budget, for example 1M = 1 month, 1Q = 1 quarter.

Amounts in whole 1000s: Specify whether the amounts in the report are shown in whole 1000s.

 

Click Print to print the report. If you want to see the report on the screen before printing, click Preview. If you do not want to print the report now, click Cancel to close the window.

 



© 2009 Microsoft Corporation. All rights reserved.