General
General
  |
| Planning Unit |
Select any given time period (months, years, quarters) |
| Plan Start |
Select any given time period as the start period
for planning. |
| Plan End |
Select any given period as the end period for planning. |
| Subject |
Select the subject for
planning from the register if the plan pertains exclusively to it (e.g. sales
plan for a specific customer). By double-clicking you open the
Subjects register. |
| Contact |
Select the contact person who monitors the planning
from the contacts. By double-clicking you open the
Subjects register. |
| Copy Subject |
If checked, the selected subject is offered in the
planning. |
| Department |
Select the department from the
Subjects register for which the plan is being create
if the plan pertains exclusively to it. |
| Copy Department |
If checked, the selected department is offered in
the planning. |
| Bank |
Select the exchange rates database from the register
which will be used in planning (if you unchecked the Planning
in Primary Currency Only checkbox). |
| Item Custom Field |
Select which custom field of items should be used
in the plan. |
| Show in Currency |
Select the exchange rate from the Currencies register
for which values will be displayed in the main planning table (if you unchecked
the Planning in Primary Currency Only
checkbox). |
| Planning in Primary Currency Only |
It is checked if you plan in one currency only
(primary currency). |
| Contact |
Select tge contact person responsible or carrying
out of the plan from the company. |
| Status |
Select aby plan status. They are first created in
the register which is opened by double-clicking
this field. |
| Plan Variant |
The following three types of the plan can be selected:
Normal, Optimistic and Pessimistic. |
| Planned By |
Select the clerk who created the plan from the users
displayed. |
| Date |
Here is displayed the date on which the plan was
created. |
| Checked By |
Select the clerk who prepared the budget among the
users displayed. |
| Date |
Here is displayed the date on which the plans were
checked. |
| Document Note |
Here yo can specify for example the purpose
and intention for any specific plan. |
Instructions for use:
Related topics: