Acumatica ERP Forecasting is important in determining your organization's operations into the upcoming year or even next several years. This video reviews Acumatica forecasting input options including built-in templates for payroll and capital assets and easy and dynamic reporting and analysis of forecast data as soon as budget managers click the save icon. 

Balance input is simple at the account-level input. Plus, there are options for adding budget and forecast entry notes as well as Line-Item Details which allow for breakdown of account balances into specific entries. 

Balances are instantly consolidated when saved and available for consolidated reporting with comparison against actuals, prior budgets, prior forecasts and any other dataset stored in the SQL database. 

Email noah.moseley@msxgroup.com directly with questions or click HERE to send me your contact information.

Acumatica ERP Budgeting and Forecasting is important in determining your organization's operations into the upcoming year or even next several years. This video reviews setup steps for the Q2 Forecast for Acumatica. 

Setup steps are quick and easy with turning on the Forecast Book Code for input for the new year, updating the year and period references on the Forecast Input Definition and using the Copy Plan Wizard to copy the Original Budget account balances to the Forecast Book Code.

The Copy Plan Wizard also allows copying of Human Resources (Payroll) Details, Line Items Details and Capital Details. 

Email noah.moseley@msxgroup.com directly with questions or click HERE to send me your contact information.