Item Level Budget vs Actual Report
I have had a couple of wholesale/distribution clients ask for reporting at an item level for budget vs actual
This is a sample format prepared in excel from data extracted from their current ERP
Any suggestions as to how this might be best achieved in Acumatica?
Are you tracking annual or monthly budgets?
If annual, set up 6 attributes at the class level and track by item. CY budget sales, cogs, and profit / PY budget sales, cogs, and profit.
If monthly, I would consider create a custom table with multiple columns; item_key, warehouse_key, year, month, sales, cogs, profit, units. I would then add a new tab to the item maintenance screen to allow maintenance of the budget information at the item level.
Great ideas @shawn-slavin. Regarding your monthly idea, it might be better to create a new grid screen with the Load Records from File icon enabled so you could easily load the data from Excel without needing an Import Scenario.