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How does the budget category code settings work in Trade Simple

Simon Madders
Hi Fourth,  can you please let us know how the Budget Category Code fields that can be found against each supplier setting is intended to be used? I have attached an image of where you this setting can be found.   @Adam Dattis​ FYI   Many thanks Simon [Image: Budget Category Code] ​
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  • Ben Oliver

    Hi @Simon Madders​ 

     

    The budget category functionality allows you to utilise supplier budgets in a slightly different way. With the traditional budget files you specify an amount that a unit is allowed to spend with a single supplier during a financial period. The Budget Category code allows you to bundle suppliers together and apply a consolidated budget amount to all of them.

     

    For example, if I only want my unit to spend £1k per month on food but I have 3 food suppliers I would load a category budget of £1k against the category FOOD and then add the category code of FOOD to all my food suppliers, that way any purchases made from any of my 3 food suppliers would deplete from my overall £1K Food budget.

     

    The category budget load file is the same format as the supplier budget load, but in place of the supplier code you would add your category codes.

     

    I hope that helps,

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