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Introduction

Starting from version 2025 of Fluentis ERP, two different modes of Budgeting management are available.

  1. Budget by cost center, which integrates with management control in order to value a specific analysis area of the Budget, and which can be valued with specific cost drivers. It is then compared with actual data within the Reclassification Comparisons. The module provides for the loading of detailed data through an Excel import of budget forecast data.

  2. Budget management even without the full use of the management control module: processing is possible for accounting detail accounts, cost centers, profit centers, and on a reclassification model.

Initial module configuration​

The tables required for using the module are:

  • In the Area types table, a specific type is needed to associate with Budget areas.
  • In the Area table, at least one Budget area associated with the budget area type is needed.
  • The configuration of the structure of the company's Cost centers.
  • For those who do not use the full controlling module (Budgeting not through off-balance records), the Budget Types table can be configured (a simple table to code categories and assign numbering) and the Period Types table.

Managed documents​

- to value in controlling the external processing of a budget

Budget entries​

- to manually intervene on budget data

Management entries history​

- to process a Budget from the data of an existing actual, applying Variation percentages to the data