# Sales Costs Budgets

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## Create Sales Cost Budgets <a href="#create-sales-cost-budgets" id="create-sales-cost-budgets"></a>

<table data-full-width="false"><thead><tr><th>Type</th><th>Description</th></tr></thead><tbody><tr><td>Customer Sales Cost Budgets</td><td><p>Are Sales Costs to be applied to a single Customer?</p><p></p><p>Open a Customer Record > <strong>Navigate to TradeQloud > TQ Sales Cost Budget > New TQ Sales Cost Budget</strong></p></td></tr><tr><td>Item Sales Cost Budgets</td><td><p>Are Sales Costs to be applied to a single Item ?</p><p></p><p>Open an Item Record > <strong>Navigate to TradeQloud > TQ Sales Cost Budget > New TQ Sales Cost Budget</strong></p></td></tr><tr><td>Generic Sales Cost Budgets</td><td>Navigate <strong>TradeQloud > Sales Cost > TQ Sales Cost Budget > New</strong></td></tr></tbody></table>

When creating a Sales Cost Budget record, the following data fields are available

<table data-full-width="false"><thead><tr><th>Field Name</th><th width="497">Description</th><th>Mandatory</th></tr></thead><tbody><tr><td>Auto-Apply Transactions</td><td>Specify transactions to which the budget record should be automatically applied to.</td><td>No</td></tr><tr><td>Customer</td><td>Identifies the customer associated with the goods or services being sold.</td><td>No</td></tr><tr><td>Item</td><td>Identifies the specific item within transactions that the sales cost is associated with.</td><td>No</td></tr><tr><td>Sales Cost Processing Method</td><td>The Sales Cost Processing defines the strategy for how the Sales Cost Record is transacted.</td><td>Yes</td></tr><tr><td>Description</td><td>Provide an overview or details about the budget record. This is shown on the Sales Cost Purchase Order. <mark style="color:red;">This is shown on the Sales Cost Purchase Order.</mark></td><td>No</td></tr><tr><td>Sales Cost Item</td><td><p>Specifies the item to be used for costing. This item will appear on transactions and impacts the general ledger. </p><p></p><p>The item must be Other Charge for Resale OR Service for Resale and the native field ‘Can Be Fulfilled / Received’ should be set to FALSE.</p></td><td>Yes</td></tr><tr><td>Calculation Method</td><td>Describes the calculation method used to calculate sales costs to items/transactions.</td><td>Yes</td></tr><tr><td>Allocation Method</td><td>Describes the calculation method used to allocate sales costs to items/transactions.</td><td>Yes</td></tr><tr><td>Rate</td><td>Indicates the rate to use in the cost calculation.</td><td>No</td></tr><tr><td>Percent</td><td>Denotes the percentage used in the calculation of sales costs, relevant for certain calculation methods.</td><td>No</td></tr><tr><td>Currency</td><td><mark style="color:red;">Defines the currency to use when transacting.</mark></td><td>Yes</td></tr><tr><td>Custom Price Calculation Method</td><td>This setting allows for the differentiation between custom pricing derived from customer master data and custom pricing set on a transaction by a user.</td><td>No</td></tr><tr><td>Percentage Rate Calculation Method</td><td>Select the default value to use as the starting value when a Sales Cost is used to change the rate.</td><td>No</td></tr><tr><td>Automatically Process Sales Cost Variance</td><td><p>When a Sales Cost PO is billed, if there is a variance <mark style="color:red;">(and the above field is checked)</mark> then automatically create a Journal for the variance. </p><p></p><p>For the Automatic Variance to trigger, this feature must be enabled in TradeQloud Setup too.</p></td><td>No</td></tr><tr><td>PO Creation Method</td><td>Defines the approach for generating Purchase Orders for sales costs.</td><td>No</td></tr><tr><td>Sales Cost Vendor</td><td>Designates the vendor responsible for additional sales costs. <mark style="color:red;">This can be the same as the Vendor.</mark></td><td>No</td></tr></tbody></table>

***

<div data-full-width="true"><figure><img src="/files/BPFg9kjUY7fNd3hl2cCg" alt=""><figcaption></figcaption></figure></div>

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<table data-full-width="false"><thead><tr><th width="220">Field Name</th><th>Description</th></tr></thead><tbody><tr><td>Record Types</td><td>Select the transaction types the Sales Cost Budget should be applied to.</td></tr><tr><td>Field Name</td><td>Select the desired Transaction field (Body or Line) to be filtered on. </td></tr><tr><td>Value List</td><td>If applicable, join values are shown to specify the filter value</td></tr><tr><td>Field Data Type</td><td>Will show the field type for the selected field based on the Value List. The field will show as Disabled in case a single option is available. Field as Country of Origin or Item will provide multiple options such as List/Record or Multiselect. </td></tr><tr><td>Operator</td><td><p>Provides options on how the filter is to be applied. Examples are:<br>Field Name = Class<br>Value List = Class  </p><p>Operator Options: ANYOF, NONEOF, ISEMPTY, ISNOTEMPTY</p><p></p><p>Field Name = Amount</p><p>Value List = NONE</p><p>Operator Options: EQUALTO, NOTEQUALTO, GREATERTHAN, LESSTHEN, etc. </p></td></tr><tr><td>Value</td><td>Value(s) with which the Operator will use to filter</td></tr></tbody></table>

## Need Assistance?

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Please contact us at <support@foodqloud.com> with a detailed description of the problem. Our dedicated support team is committed to helping you resolve any challenges you may encounter.
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