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Redesigned budgets

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Nabin Hait
2016-05-18 12:22:42 +05:30
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4
erpnext/docs/user/manual/en/accounts/articles/tracking-project-profitability-using-cost-center.md
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@@ -69,11 +69,11 @@ Since Project's Cost Center is updated in both sales and purchase entries, you c
#### 3.2 Projectwise Budgeting
If you have also define budgets in the Cost Center of a Project, you will get Budget Variance Report for a Cost Center of a Project.
You can define budgets against the Cost Center associated with a Project. At any point of time, you can refer Budget Variance Report to analysis the expense vs budget against a cost center.
To check Budget Variance report, go to:
`Accounts > Standard Reports > Budget Variance Report`
`Accounts > Budget and Cost Center > Budget Variance Report`
[Click here to learn how to do budgeting from Cost Center]({{docs_base_url}}/user/manual/en/accounts/budgeting.html).

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erpnext/docs/user/manual/en/accounts/budgeting.md
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@@ -1,45 +1,29 @@
ERPNext will help you set and manage budgets on your Cost Centers. This is
useful when, for example, you are doing online sales. You have a budget for
search ads, and you want ERPNext to stop or warn you from over spending, based
on that budget.
In ERPNext, you can set and manage budgets against a Cost Center. This is useful when, for example, you are doing online sales. You have a budget for search ads, and you want ERPNext to stop or warn you from over spending, based on that budget.
Budgets are also great for planning purposes. When you are making plans for
the next financial year, you would typically target a revenue based on which
you would set your expenses. Setting a budget will ensure that your expenses
do not get out of hand, at any point, as per your plans.
Budgets are also great for planning purposes. When you are making plans for the next financial year, you would typically target a revenue based on which you would set your expenses. Setting a budget will ensure that your expenses do not get out of hand, at any point, as per your plans.
You can define it in the Cost Center. If you have seasonal sales you can also
define a budget distribution that the budget will follow.
To allocate budget, go to:
In order to allocate budget, go to:
> Accounts > Budget and Cost Center > Budget
> Accounts > Setup > Chart of Cost Centers
In the Budget form, you can select a Cost Center and for that cost center you can define budgets against any Expense / Income accounts. Budgets can be defined against any Cost Center whether it is a Group / Leaf node in the Chart of Cost Centers.
and click on Chart of Cost Center. Select a Cost Center and click on Open.
<img class="screenshot" alt="Budget" src="{{docs_base_url}}/assets/img/accounts/budget.png">
#### Step 1: Click on Edit.
<img alt="Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/cost-center-1.gif">
#### Step 3:Add New Row and select budget account.
<img alt="Cost Center Account" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/cost-center-2.png">
#### Step 3: Enter Monthly Distribution (optional)
<img alt="Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/cost-center-distribution.gif">
If you leave the** **distribution ID blank, ERPNext will calculate on a yearly
If you have seasonal business, you can also define a Monthly Distribution record, to distribute the budget between months. If you don't set the monthly distribution, ERPNext will calculate the budget on yearly
basis or in equal proportion for every month.
### To Create New Distribution ID
<img class="screenshot" alt="Monthly Distribution" src="{{docs_base_url}}/assets/img/accounts/monthly-distribution.png">
ERPNext allows you to take a few budget actions. It signifies whether to stop, warn or Ignore if you exceed budgets.
While setting budget, you can also define the actions when expenses will exceed the allocated budget for a period. You can set separate action for monthly and annual budgets. There are 3 types of actions: Stop, Warn and Ignore. If Stop, system will not allow to book expenses more than allocated budget. In Case of Warn, it will just warn the user that expenses has been exceeded from the allocated budget. And Ignore will do nothing.
These can be defined from the Company record.
<img alt="Cost Center" class="screenshot" src="{{docs_base_url}}/assets/img/accounts/cost-center-company.gif">
At any point of time, user can check Budget Variance Report to analysis the expense vs budget against a cost center.
Even if you choose to “ignore” budget overruns, you will get a wealth of information from the “Budget vs Actual” variance report. This report shows month wise actual expenses as compared to the budgeted expenses.
To check Budget Variance report, go to:
Accounts > Budget and Cost Center > Budget Variance Report
<img class="screenshot" alt="Budget Variance Report" src="{{docs_base_url}}/assets/img/accounts/budget-variance-report.png">
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erpnext/docs/user/manual/en/accounts/setup/cost-center.md
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@@ -34,45 +34,4 @@ To setup your Chart of Cost Centers go to:
![Chart of Cost Center]({{docs_base_url}}/assets/old_images/erpnext/chart-of-cost-centers.png)
Cost centers help you in one more activity, budgeting.
### Budgeting
ERPNext will help you set and manage budgets on your Cost Centers. This is
useful when, for example, you are doing online sales. You have a budget for
search ads, and you want ERPNext to stop or warn you from over spending, based
on that budget.
Budgets are also great for planning purposes. When you are making plans for
the next financial year, you would typically target a revenue based on which
you would set your expenses. Setting a budget will ensure that your expenses
do not get out of hand, at any point, as per your plans.
You can define it in the Cost Center. If you have seasonal sales you can also
define a budget distribution that the budget will follow.
> Accounts > Setup > Budget Distribution > New Budget Distribution
![Budget Distribution]({{docs_base_url}}/assets/old_images/erpnext/budgeting.png)
#### Budget Actions
ERPNext allows you to either:
* Stop.
* Warn or,
* Ignore
if you exceed budgets.
These can be defined from the Company record.
Even if you choose to “ignore” budget overruns, you will get a wealth of
information from the “Budget vs Actual” variance report.
> Note: When you set a budget, it has to be set as per Account under the Cost
Center. For example if you have a Cost Center “Online Sales”, you can restrict
“Advertising Budget” by creating a row with that Account and defining the
amount.
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14
erpnext/docs/user/manual/en/selling/setup/sales-person-target-allocation.md
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@@ -20,7 +20,7 @@ In this table, you should select Item Group, Fiscal Year, Target Qty and Amount.
####1.3 Target Distribution
If you wish to spread allocated target across months, then you shoult setup Target Distribution master, and select it in the Sales Person master. Considering our example, target for the month of December will be set as 5 qty (10% of total allocation).
If you wish to spread allocated target across months, then you should setup Monthly Distribution master, and select it in the Sales Person master. Considering our example, target for the month of December will be set as 5 qty (10% of total allocation).
![Sales Person Target Distribution]({{docs_base_url}}/assets/old_images/erpnext/sales-person-target-distribution.png)
@@ -52,11 +52,11 @@ In the Territory master, you will find field to select Territory Manager. This f
####2.2 Allocating Target
Allocation Target in the Territory master is same as in Sales Person master. You can follow same steps as given above to specify target in the Territory master as well.
Target Allocation in the Territory master is same as in Sales Person master. You can follow same steps as given above to specify target in the Territory master as well.
####2.3 Target Distribution
Using this master, you can divide target Qty or Amount across various months.
Using this Monthly Distribution document, you can divide target Qty or Amount across various months.
####2.4 Report - Territory Target Variance Item Groupwise
@@ -68,15 +68,15 @@ This report will provide you variance between target and actual performance of S
###3. Target Distribution
Target Distribution master allows you to divide allocated target across multiple months. If your product and services is seasonal, you can distribute the sales target accordingly. For example, if you are into umbrella business, then target allocated in the monsoon seasion will be higher than in other months.
Target Distribution document allows you to divide allocated target across multiple months. If your product and services is seasonal, you can distribute the sales target accordingly. For example, if you are into umbrella business, then target allocated in the monsoon seasion will be higher than in other months.
To create new Budget Distriibution master, go to:
To create new Monthly Distriibution, go to:
`Accounts > Setup > Budget Distributon`
`Accounts > Monthly Distributon`
![Target Distribution]({{docs_base_url}}/assets/old_images/erpnext/target-distribution.png)
You can link target distribution while allocation targets in Sales Person as well as in Territory master.
You can link Monthly Distribution while allocating targets in Sales Person as well as in Territory master.
###See Also