How to: Create a New Sales Budget

  1. Navigate to LS Retail - Replenishment - Budgets and Open-to-Buy - Retail Sales Budget List.
  2. Click New on the Home menu to create a new Retail Sales Budget.
  3. Fill in the Name and Description fields.
  4. Select the relevant type for the sales budget in the Type field. The value is is defaulted to Division Budget.
  5. Fill in the Store No. field. This value becomes the default Store No. that is used to create sales budget entries. Sales budget entries will be created without a Store No. if you leave this field blank.
  6. Fill in the Budget Start Date field.
  7. Fill in the Sales Start Date field if required. Note: The Budget Start Date field will be automatically replaced with the Sales Start Date, whenever this field is changed.
  8. Fill in the No. of Periods field. Note: This field must not be 0 (zero).
  9. Select the relevant type in the Period Type field.
  10. Fill in the Planned Demand Type field, if the sales budget is linked to an event to maintain Planned Sales Demand lines.
  11. Fill in the Calendar Type field by selecting the relevant option to use the Breakdown to Days action.
  12. Fill in Allocation Rule Code field to use the Breakdown to Stores action.
  13. Fill in the fields in the Open-to-Buy FastTab for the sales budget to work with Open-to-Buy. For more information see How to: View Retail Sales Budgets in Open-to-Buy View .
  14. Fill in other fields in the Retail Sales Budget Card as needed.

Repeat steps 2 to 9 for each Retail Sales Budget you want to create.

Note: The Date Change Formula and Multiplication Factor are data modifiers used in How to: Create a Sales Budget from Sales Data.

Budget related tasks

The following table describes a sequence of tasks with links to the topics that describe them. These tasks are an extension to the above list.

To See
Create a new sales budget. How to: Create a New Sales Budget
Create a sales budget from historical sales data. How to: Create a Sales Budget from Sales Data
Copy a sales budget. How to: Copy a Sales Budget
Edit sales budget entries. How to: Edit Sales Budget Entries
Export and import a sales budget to or from Excel. How to: Work with Excel (Export/Import)
Check and correct a sales budget. How to: Check and Correct a Sales Budget
View a sales budget in Open-to-Buy view. How to: View Retail Sales Budgets in Open-to-Buy View