Spotlight – Budgeting (Sub-ledger level)
Sage 300 budgeting at the Sub-ledger level (e.g. Customer & Item budgeting) using Info-Explorer and Optional Tables. This is the 3rd of 3 budgeting scenario spotlights.
01:36 Scenario Overview (Customer & Item Budgeting)
02:40 Using Excel to create new Customer & Item Budgets
04:27 Using Optional Tables and its Excel Add-in
08:30 Updating the budget with Info-Explorer
11:40 Saving the budget with Info-Explorer Writeback
12:10 Scenario Review