Setting up default filters/views for sales and purchase budgets – Fenwick Support

27 June 2022 03:20
Updated

Adv. Budgeting and Forecasting allows you to setup the default view and filters for the sales and purchase budget overview pages, greatly increasing usability, as well additional filters for location, inventory posting group, and reordering policy.

Setting up default filters/views for a budget

Navigate to the sales budget or purchase budget page, highlight the budget and select Edit

Adjust the filters and views as required, the following options are exclusive to Adv. Budgeting and Forecasting and not available by standard.

Exclude Blocked
Show As Lines
Show As Columns
View By
Show Value as
Date Filter
Item Filter
Customer/Vendor Filter
Location Filter
Inv. Posting Grp. Filter
Budget Dim. Filters
Global Dim. Filters
Lot-for-lot Reordering Policy

Field	Description
Name	Specifies the name of the item budget.
Description	Specifies a description of the item budget.
Blocked	Specifies that the related record is blocked from being posted in transactions, for example a customer that is declared insolvent or an item that is placed in quarantine.
Budget Dimension Codes	Specifies a dimension code for Item Budget Dimension.
Show as Lines	Specifies which values you want to show as lines in the matrix window.
Show as Columns	Specifies which values you want to show as columns in the matrix window.
View By	Specifies by which period amounts are displayed.
Show Column Name	Specifies that the names of columns are shown in the matrix window.
Show Value as	Specifies if you want to view the item values by amount or quantity.
Date Filter	Specifies a date filter by which budget amounts are displayed.
Item Filter	Specifies which items to include in the budget overview.
Customer/Vendor Filter	Specifies the filter that applies to the customers/vendors to whom items are sold/bought.
Location Filter	Specifies which locations to include in the budget overview.
Inv. Posting Grp. Filter	Specifies which inventory posting group to include in the budget overview.
Budget Dim. Filters	Specifies a filter by a budget dimension.
Global Dim. Filters	Specifies by which global dimension data is shown.
Exclude Blocked	Specifies if blocked record are excluded in the budget overview.
Lot-for-Lot Reordering Policy	Specifies if only lot-for-lot reordered items are included in the budget overview.