Planning Unit |
Select any given time period (months, years, quarters) |
Count quarters from |
When quarters will start to count. Only applicable for monthly planning unit. |
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. |
Cost. ctr. |
Select the cost center from the cost centers for which the plan is being create if the plan pertains exclusively to it. |
Transfer Cost ctr. |
If checked, the selected cost centers 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). |
Show Item |
Enables you to select if items will be shown as number, name or combination of ID and name. |
Contact |
Select the contact person responsible or carrying out of the plan from the company. |
Status |
Select plan status with description. 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. |
Copy department along with Cost center |
Will copy department along with cost center. |
Include consolidated data |
This option will include consolidated data to plan. |
Copy values to new line |
This option will copy plan values to new line. |
Month names in English |
This option will show names of months in English. |