How to: Edit Purchase Budget Entries

One of the methods to maintain a Retail Purchase Budget is to enter the budgeted quantities and amounts manually for each period.

If a Retail Purchase Budget should be calculated from historical purchase data you can find more information here: How to: Create a Purchase Budget from Purchase Data

To edit a budget

  1. Click the icon, enter Retail Purchase Budget List, and select the relevant link.
  2. Select a budget in the list, and click Purchase Budget to open the Retail Purchase Budget page.
  3. Select the entries with the Budget Type level defined. If Budget Type is Item Hierarchy, select the lowest child node in the Hierarchy which is an item entry only.
  4. Click Edit Budget under Create in the menu to open the Edit Retail Purchase Budget page.
  5. Fill in the Purchase Amount and Quantity fields.
    Note: If you do not select a Store No., a budget entry will be created without a Store number.

Tip: If there is no Store No. selected on the Edit Budget page, the created budget entries will not contain a Store number. This can be useful, if you plan on company level, without consideration of individual stores.

See also

Hierarchies