Customer History Windows Definitions

In the Customer History Monthly Budgets Tab

This tab lets you manage your customer budgets. If you set up budgets properly and the customer's sales go over the budgeted amount, DDMS automatically warns the order-taker in order entry. Click each box below for more information.

Disable Rolling Budgets/Credits

Use PO Budget

Allow Sales To Exceed Budget

PO #

Mth

Nxt Yrs Budg

Curr Yrs Budg

Curr Used

Curr Roll/Credit

Curr Avail

Last Yrs Budg

Last Yrs Used

Return to:

Changing Customer Monthly Budget History

See also:

Understanding Customer Monthly Budgets

Viewing Customer Monthly Budget History