Related processes for recording budgeted sales
You can record franchise budget figures that represent expected franchise sales. You use these figures, instead of prior period actual sales, to calculate estimated sales. This table shows programs that can be used to create and maintain interface budget records, update budget amounts, and report on budgeted sales.
| Process | Description |
|---|---|
| Franchise Budget Import | Interface budgeted sales data into Franchise Billing from a non-Infor system |
| Franchise Budget Import List | Correct budgeted sales records that do not successfully interface into Franchise Billing |
| Budgeted Sales Update | Update existing budget data at the company or contract level by a
certain percentage. After you process corrections here, run Franchise Budget Import again to add the corrected interfaced budget records into Franchise Billing. In the Year field, specify the next year to roll the current year's actual amounts or budget amounts into next year's budget. |
| Budgeted Sales Update Report | Compare budgeted sales with actual sales. Depending on the value selected in the Report Type field, you can:
The Exemption parameters are used to limit the number of sales amounts that are printed on this report. You can specify an Exemption Amount or a Percent. When Type is Budget Amounts then percentage has no effect. When Type is actual amounts then the percentage field has effect on the amounts that are generated in the report |