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General

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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:

  

     


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