Sales Costs Budgets

Create Sales Cost Budgets

Type	Description
Customer Sales Cost Budgets	Are Sales Costs to be applied to a single Customer? Open a Customer Record > Navigate to TradeQloud > TQ Sales Cost Budget > New TQ Sales Cost Budget
Item Sales Cost Budgets	Are Sales Costs to be applied to a single Item ? Open an Item Record > Navigate to TradeQloud > TQ Sales Cost Budget > New TQ Sales Cost Budget
Generic Sales Cost Budgets	Navigate TradeQloud > Sales Cost > TQ Sales Cost Budget > New

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

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

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Field Name	Description
Record Types	Select the transaction types the Sales Cost Budget should be applied to.
Field Name	Select the desired Transaction field (Body or Line) to be filtered on.
Value List	If applicable, join values are shown to specify the filter value
Field Data Type	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.
Operator	Provides options on how the filter is to be applied. Examples are: Field Name = Class Value List = Class Operator Options: ANYOF, NONEOF, ISEMPTY, ISNOTEMPTY Field Name = Amount Value List = NONE Operator Options: EQUALTO, NOTEQUALTO, GREATERTHAN, LESSTHEN, etc.
Value	Value(s) with which the Operator will use to filter

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