Management of budgets

On this help page you will find documentation on the Spare parts budget management.

Budget creation

The creation of a budget is done from the Budget tracking, located on the following route: [Spare Parts Module -> Sales Tab -> Orders Section -> Budget Option]

To create a budget we must perform the following steps:

• We open Budget Tracking
• We select the option New budget in the left menu
• The budget creation wizard will appear
• We press the button Following
• We select the customer and the application automatically shows the default order type for this customer
• We press the button Following
• If necessary we can indicate the end date of the budget.
• We press the button Finish
• Now the budget window will appear where we can insert its detail lines, indicating the data of:
• Reference
• Amount
• When we finish creating the detail lines we must save and confirm the budget

Now we can print the quote for delivery to the client.

Acceptance of a quote

When a client accepts the quote we must do the following:

• We open Budget Tracking
• We look for the client's budget
• We open the budget
• We press the button Accept quote located at the top of the window
• A confirmation message appears, if this acceptance is correct, press the button Yeah

SIMA will request special permission when a client accepts a quote that has an established expiration date and has an expiration date.

Rejection of one or more budget lines

When a client rejects one or more lines of the budget, but not the entire budget, we must do the following:

• We open Budget Tracking
• We look for the client's budget
• We open the budget
• We press the right mouse button on the line that the client wants to reject and select the option Reject line
• We must repeat the line rejection process with all those lines that the client does not accept from the budget
• When the budget already has all the lines that the client accepts, press the button Accept quote located at the top of the window
• A confirmation message appears, if this acceptance is correct, press the button Yeah

This acceptance automatically generates the customer order associated with the budget.

Rejection of a budget

When a client rejects a quote, that is, rejects all the lines in the quote, we must do the following:

• We open Budget Tracking
• We look for the client's budget
• We open the budget
• We press the button with the icon located at the top of the window
• A confirmation message appears, if the rejection is correct, press the button Yeah