- Click the
icon, enter Retail Sales Budget List, and select the relevant link. - Click New to create a new Retail Sales Budget.
- Fill in the Name and Description fields.
- Select the relevant type for the sales budget in the Type field. The value is defaulted to Division Budget.
- Select the Budget per Store check box, if the budget is to be maintained up to the store level.
- If the Budget per Store check box is selected, you can set up the Assigned Stores by clicking the Retail Budget Store action and adding the stores via the Retail Sales Budget Stores page.
- If the Budget per Store check box is selected and Assigned Stores are set up, you can fill in the Store No. field. This value becomes the default Store No. that is used to create sales budget entries.
- Fill in the Budget Start Date field.
- Fill in the Sales Start Date field, if required.
Note: The Budget Start Date field will be automatically replaced with the Sales Start Date, whenever this field is changed.
- Fill in the No. of Periods field.
Note: This field must not be 0 (zero).
- Select the relevant type in the Period Type field.
- Fill in the fields in the Budget Permissions FastTab to enable budget permission validations. For more information see How to: Set Up Budget Permissions.
- Fill in the Planned Demand Type field, if the sales budget is linked to an event to maintain Planned Sales Demand lines.
- Fill in the Calendar Type field by selecting the relevant option to use the Breakdown to Days action.
- Fill in Allocation Rule Code field to use the Breakdown to Stores action.
- Fill in the fields in the Open-to-Buy FastTab for the sales budget to work with Open-to-Buy. For more information see How to: View Retail Sales Budgets in Open-to-Buy View.
- Fill in other fields in the Retail Sales Budget Card as needed.
Note: The Date Change Formula and Multiplication Factor are data modifiers used in How to: Create a Sales Budget from Sales Data.
See also