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Revenue vs Budget
Module: S&OP / Demand Planning
Where to open in admin
- Log in to Admin.
- Open sidebar menu S&OP / Demand Planning.
- Click Revenue vs Budget.
- Direct route (for admins):
admin/demand_planning/demand_planning_reports/budget
What this screen is for
Plan and track budget vs actual.
How to use — step by step
- Create budget for fiscal year/period.
- Enter amounts by account or cost center.
- Approve budget if workflow exists.
- Run budget vs actual report during the year.
Common buttons & actions
- Copy budget
- Approve
- Budget vs actual report
Required permissions
Staff need the dp_reports feature with: view, export.
Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.
Before you start
- Make sure your role can view this screen (and create/edit if you will change data).
- Complete module Settings and any required master data first.
- If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.
What good looks like
After you finish on Revenue vs Budget, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.
Tips & best practices
- Use clear codes/names so teammates can search later.
- Prefer filters (status, date, warehouse, assignee) before exporting large lists.
- Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
- When stuck, compare a working sample record field-by-field with the one that fails.
Troubleshooting this screen
- Blank page / access denied — permission missing or session expired; re-login and check Roles.
- Cannot save — required field empty, invalid date, or master record not selected.
- Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
- Button missing — your role lacks create/edit/approve/export for this feature.