Reset Budget

• Related Articles

• View Budget

  Go to AM Planning > Budget Select a Year from the dropdown to view the Budget of a specific year Default view is Location but you can switch to Department view as well to view budgets by Department Click the dropdown arrow next to the Budget location ...

• Copy Budget

  Go to AM Planning > Budget Click Copy Budget on top right of toolbar Select a Base Year, Variation(%) and Forecast Years Click the + button next to Forecast Years If the information looks good, click Save. If change is required to the Variation per ...

• Export Budget

  Go to AM Planning > Budget Select a year from the dropdown Select Location or Department depending on which view you want to export Click Export on top right toolbar Select Excel or PDF Click Save if prompted

• Reset PO

  Go to Warehouse > Purchase Order Select searchable option like Number, Vendor, Tracking Number, Part Number from the search drop down list Enter related value on the search textbox Click Reset button

• Edit a Budget

  Go to AM Planning > Budget Select a year from the dropdown in top left of screen Select Location or Department by clicking Location or Department in top right of screen Click Edit next to the Budget line that requires a change Only Budget column will ...