| 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. |