Planning orders

This list evaluation shows you the time-defined budget values from your orders for financial planning. See at a glance which sales from open order items are planned in which month and on which G/L account. The order values are distributed proportionally over the months according to the performance period so that you receive realistic monthly planning and can design your financial planning on the basis of orders that have already been placed.

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Monthly overview of your planned order budgets with distribution to G/L accounts, customers and responsible persons for precise control of your financial planning.

Property	Description
Year	Financial year in which the planned budget value is incurred
month	Month in which the pro rata budget value is incurred according to the performance period
G/L account	G/L account number to which this budget value is posted
G/L account name	Designation of the G/L account for better readability of the planning
Pro rata monthly value	Net amount planned for this month from the order budget pro rata over the performance period
Customer	Customer for whom the order is being executed
Debtor number	Customer's debtor number for clear allocation in accounting
Customer abbreviation	Unique abbreviation for quick identification of the customer
Responsible	Employee responsible for order processing
Order	Name of the order for quick identification of the budget source
Order item	Name of the order item on which this budget value is based
Total value	Net open amount of the order item, which is accrued monthly over the performance period
Client	Logical client to which this budget value is assigned (01 by default if client separation is not activated)