Overview
Here you will learn how to obtain and understand the figures for the last period's financial plans (budgets), budgeting scenario settings, budget profiles, and the latest S&O (sales and operational) plans.
You might need to clarify some data to ensure the correct processing. You can only initiate financial planning process once you have a clear understanding of the last period's budget and current plan data.
As a result of the process, previous budgets and actual plans are received and understood.
Review last period budgets and current operational plans flowchart
Paths
Path | Budgeting and planning → Budgets → Budgeting reports |
|---|---|
| In-app link EN code |
e1cib/command/CommonCommand.BudgetingReports
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| In-app link RU code |
e1cib/command/ОбщаяКоманда.БюджетныеОтчеты
|
How to review last period budgets
1. Go to Budgeting and planning and click Budgeting reports under Budgets.
2. Review the list of budget profiles.
3. Double-click the budget profile.
4. Specify the planning Period for review.
5. Select the relevant budgeting Scenario.
6. Select the Company and Business unit (if required).
7. Specify the Effective date and click Generate.
8. Review the financial planning figures for the period by Budget item, Company, and Business unit.
Paths
Path | Budgeting and planning → Settings and catalogs → Budgeting → Budgeting models |
|---|---|
| In-app link EN code |
e1cib/list/Catalog.BudgetingModels
|
| In-app link RU code |
e1cib/list/Справочник.МоделиБюджетирования
|
How to review last period budgeting models
1. Go to Budgeting and planning → Settings and catalogs and click Budgeting scenarios under Budgeting.
2. Open the existing model and review the information.
3. Go to Budgeting and planning → Settings and catalogs and click Budgeting models under Budgeting.
4. Open the existing model.
5. Go to the Main settings tab.
6. Review the general information related to the budgeting model.
7. Click Budget profiles at the top.
8. Review the information related to budget profiles.
7. Click Budgeting process route at the top.
8. Review the information related to the budget process.
How to review current sales and operational plans
1. Go to Budgeting and planning and click Budgeting and planning reports.
2. Click Sales forecast fulfillment by business units / Purchase plan fulfillment by business units / Production plan fulfillment by business units under Sales and operations plans.
3. Specify the planning Period, the actual Scenario, and click Generate.
4. Review the figures in the Plan column.