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author's profile photo Former Member
Former Member

Monthly Budget Report compare to annual amount budgeted.

Dear experts,

I have a client who normally report the budget by its cumulative monthly consumption (Actual), but by comparing this actual to the whole year budgeted amount.

It look like this:

Annual Budget Actual up to may Differences %

1000 200 800 80%

For the next month it will change the actual up to may to up to june with its cumulative amount, and the Differences and % will change accordingly, but the Annual Budget will remain the same, unless if the do a budget revision. Hope I'm clear.

Is there someone who knows this report in SAP Business One?

Your help will be highly appreciated.

Best Regards

Cedric K.

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  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on Sep 30, 2014 at 11:22 PM

    Dear Cedric,

    What your client want would be a difficult task even by a customized report. You may suggest them to run the whole year report monthly.

    Then export to Excel to handle.

    Thanks,

    Gordon

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 30, 2014 at 02:19 PM

    Sorry the report is not well appearing. here is the report

    Annual Budget

    Actual up To May

    Differences

    %

    1000

    200

    800

    80

    Best Regards

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