Entering Customer Sales Goals

Use the Sales Budget Detail Maintenance screen to enter a sales budget for a customer. On this screen, you define your sales goals for the customer for the next year. You can set goals in a variety of ways. For example, you can enter a total sales goal for all products or budget individual goals for specific products. You can also assign sales budgets to budget groups to track your own predefined product groups.

Note: Zeroes in any field constitute a customer budget. To assign no budget, all fields must be blank. The screen identifies whether the customer uses a foreign currency; if so, assign the budget based on their primary currency.

This topic includes information about:

Entering a general yearly budget for a customer.
Entering budgets for specific products or budget groups.

To locate a customer:

From the Files > Sales Budgeting menu, select Sales Budget Detail Maint to display the Sales Budget Detail Maintenance screen.
In the Customer field, enter the name of the individual or company for which to enter sales goals. This can be either a bill-to or a ship-to customer.

If more than one customer matches your entry, a selection list displays. Select the customer name from the list and press Enter to return it to the Sales Budget Detail Maintenance screen.

In the Year field, enter the sales year for which this budget is active. The system populates this field with the current year.

To enter a general yearly sales budget:

Locate the customer whose budget you want to enter.
In the Total Sales $ field, enter a dollar amount that represents the total sales budget goal for this customer this year.

The system compares this information to your actual sales during sales budget analysis.

In the Total GP $ field, enter a dollar amount that represents the total gross profit budget goal for this customer this year.

The system compares this information with your actual profit during sales budget analysis.

Press Esc to save the budget and clear the screen.

Note: If you later decide to add product or budget group sales and gross profit budgets, the amount you enter in the Total Sales $ and Totals GP $ fields must be greater than or equal to those amounts.

To enter sales goals for specific products or budget groups:

Locate the customer whose budget you want to enter.
For each product or budget group, in the Desc,/Budget Group column, do one of the following:

To enter sales goals for a...	Enter a...
product	descriptive keyword to display a selection list. Select the product and press Enter to return it to the field. See Searching for Products for additional methods.
budget group	forward slash (/) and all or part of the budget group name. If more than one group matches your entry, a selection list displays. Select the group and press Enter to return it to the field.

In the Sales $ field, enter a whole dollar amount that represents the yearly sales goal for the product or sales budget group.
Complete one of the following fields:

Field	Description
GP $	A whole dollar amount that represents the yearly gross profit goal for this product or budget group. If you complete this field, the system populates the GP % field with the corresponding gross profit percentage amount.
GP %	A percentage amount that represents the yearly gross profit goal for this product or budget group. If you complete this field, the system populates the GP $ field with the corresponding gross profit dollar amount.

If the total amounts entered in the Sales $ and GP $ fields exceed the amounts entered in the Total Sales $ and Total GP $ fields, the system alerts you to the discrepancy and updates the yearly totals.

Press Esc to save the budget and exit the screen.