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Introduction

The Budget module allows the user to manage the budget for the cost center, which integrates with the management control of Fluentis Erp to enhance a specific area of budget analysis, which can be valued with specific cost drivers and is compared with the actual data within the Comparisons and Reclassifications. The module is present in the controlling area and requires uploading detailed data through an import from Excel of the budget forecast data.

To get started​

the necessary tables for using the module are:

  • in the table Area Types a specific type is needed to associate with the Budget areas
  • in the table Area at least one Budget area associated with the budget area type is required
  • the configuration of the structure of the Cost Centers of the company

Managed Documents​

Import Budget from Excel with Bizlink ​

- to enhance the controlling of external budget processing

Budget Entries​

- to manually intervene on budget data

Historical records management​

- to elaborate a Budget from the data of an existing report, applying Variation Percentages to the data