Is it possible to upload budgets by Outlet?

Anonymous User

September 25, 2018 00:00

@PAMELA MILLER, asks: We would like to upload our budgets, I have the instructions for the mass upload. We would like to split the budget by outlet, where more than one outlet may have a budget against the same GL account. Is it possible to upload the budgets by outlet? @P2P Solutions

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Mark Whitmore September 25, 2018 00:00

Hi @John Edwards & @PAMELA MILLER,

Budgets can be uploaded by outlets or division (a group of outlets). It sounds like divisions would work the best for you if you are having multiple outlets against the same account.

You can find more information on the article here:

https://fc.force.com/customer/s/article/Purchasing-Inventory-Creating-Importing-a-Budget-Forecast-or-Plan

I hope that helps!

Best

Mark

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