1. Define Business Units and Accounts for Budget Cycle

    Proactively validating business units and charts of accounts contributes to error-free budget processing.

     Define Business Units and Accounts for Budget Cycle

  2. Create Forecast for Remainder of Year

    Quickly customize your forecast entry form(s) and then input forecast data on-line.

     Create Forecast for Remainder of Year

  3. Analyze and Validate Forecast

    Review forecast entries in-process to immediately understand the impact.

     Analyze and Validate Forecast

  4. Define and Distribute Budget for Entry

    (1) Easily create a single master budget form. (2) Distribute to all participants with one-click publishing. (3) Each participant see’s only their portion of the budget. (4) Participants enter budget data on-line.

     Define and Distribute Budget for Entry

  5. Review Initial Budget Entries

    The workflow engine tells you when entries are available for review. Begin analyzing your budget on-line, as soon as entries are made, despite whether all participants are finished.

     Review Initial Budget Entries

  6. Redistribute Budgets for Further Update

    Using the workflow engine, one-click publishing redistributes only the desired portions of the budget to the necessary participants.

     Redistribute Budgets for Further Update

  7. Review and Approve Final Budget

    Review and Approve any portion of the budget, on-line, as soon as entries are made.

     Review and Approve Final Budget

  8. Upload Budget into JD Edwards

    One-click upload greatly reduces the possibility of errors and saves hours of work by IT staff.

     Upload Budget into JD Edwards
 

F2b

Streamline your Forecast and Budget Processes

 

AT many companies budgeting is a painful and time-consuming endeavor. Often, many spreadsheets are emailed for budget input. These spreadsheets are collected, combined, reviewed, and finally uploaded into the ERP system.

Save hundreds of hours per year and create more accurate and timely budgets. The Forecast-to-Budget Solution provides a workflow-driven system that dramatically streamlines how companies manage their budgeting.

Click here to learn about a Better Budget Cycles Experience.

InsightSoftware.com is a Partner in the JD Edwards Enterprise One, JD Edwards World and Oracle E-Business Suite applications-product focus areas.
Insight is a registered trademark of InsightSoftware.com, Ltd. Oracle and JD Edwards are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.