Create a budget model that includes the sales departments as submodels:

1. Click General ledger> Setup> Budget model .

2. Create a budget model named M1, and enter the unique identifier M1in the Budget modelfield.

3. Create budget models for departments East1 and West1.

4. Define corresponding dimension values (East1 and West1) for the Departmentdimension in the Dimensions form. See Create a dimension value.

5. On the Overviewtab, select budget model M1.

6. On the Submodeltab, in the Budget modelfield, select East1.

7. Press the DOWN ARROW key to create a new line, and also select West1 as a budget submodel.

Create a budget for the sales departments by using budget models M1, East1, and West1:

1. Click General ledger> Ledger budget .

2. Create a line (press CTRL+N if necessary), and select M1 in the Modelfield.

3. Create two more lines, and enter East1 and West1 in the Modelfields.

4. Enter other information for the budgets as indicated in the following table (You must combine the amounts that you enter for East1 and West1 into the amount for the ledger model M1):

View how posting a sales invoice transaction affects the budgeted amount:

1. Post a sales invoice with the dimension value East1 to ledger account AAA.

   Note
   You can create a sales invoice by posting a sales order or a free text invoice, or by posting a transaction directly to the ledger account in the General journallines.

   For more information, see:

   Sales orders in general

   Post sales orders

   Free Text Invoices

   Journals and posting

2. Click General ledger> Reports> Budget> Annual budget .

3. Click Selectto open the query. In the Criteriacolumn for the Fieldwith value Ledger account, select AAA, and click OK.

4. In the Annual budgetform, select East1 in the Budget modelfield, and East1 in the Departmentfield.

5. Click OKto run the report and view the annual budget figures.