BUDGET MAINTENANCE:
This module is tied to the Set Budget option found in the Select Option menu of the Enter Line Items screen. (The Set Budget feature is explained in the Sales Processing section of this manual.) If your company is not using the Set Budget option, then you will not need to access this module. Once the Set Budget feature is activated on a Job, the system will read those order lines over into this module. If the customer changes the order and you wish to reset the budget for those lines that are affected, from this module you can pull up the Job with the original budget and make adjustments. Any changes that are made in this module will automatically update the Budget Vs. Actual report located in the Job Cost Reports menu.
The Budget Maintenance module works exactly like the Cost Maintenance module in terms of changing the cost, freight, and salesperson commission information—the screens look and work identically. Please Note: this module will display unassigned material lines if those lines were entered at the time the Set Budget feature was activated. Also, Use Tax will be added to the total cost figures at the bottom of the Job Cost Totals screen. This module will not display data on closed Jobs.