Sample Budget Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Samples $Images\bluerarw.gif$ Sample Budget Maintenance

Purpose

Set up and maintain sample budgets.

Overview

Use Sample Budget Maintenance to view, create, edit, and delete sample budgets, which are used to specify the monetary amount of samples allocated to each sales representative for a range of dates.

Creating Sample Budgets

To create a sample budget:

Click the New button in the ribbon.
Enter a sales representative ID for the sample budget in the Sales Representative ID field.
Enter the range of dates for the sample budget in the Start Date and End Date fields. The range of dates must not include dates for a previously created sample budget for the same sales representative.
Enter the amount of the budget in the Sample Budget Amount field, or if there is no amount limit for the sales representative, select the No Limit check box.
Click the OK button in the ribbon. The sample budget is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Sample Budget Maintenance window.
New	Click this button to create a new sample budget.
Update	Click this button to update the selected sample budget.
Delete	Click this button to delete the selected sample budget.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the sample budget with the earliest start date for the selected sales representative.
Prev	Click this button to display the previous sample budget with a start date earlier than the selected sample budget for the selected sales representative.
Next	Click this button to display the next sample budget with a start date later than the selected sample budget for the selected sales representative.
Last	Click this button to display the sample budget with the latest start date for the selected sales representative.

Fields and Buttons

Field or Button	Description
Sales Representative ID	Enter a sales representative ID for the sample budget, or click the Lookup button to select a sales representative ID.

Main Tab Fields and Buttons

Field or Button	Description
Start Date	Enter the first date in a range of dates for the sample budget, or click the drop-down arrow to select a date.
End Date	Enter the last date in a range of dates for the sample budget, or click the drop-down arrow to select a date.
Sample Budget Amount	Enter a monetary amount for the sample budget. This is the amount of samples allocated to the sales representative for the budget.
No Limit	Select this check box if there is no monetary limit for the sample budget. This check box is cleared by default.