The breakdown functionality makes it easier to break down the budget to the lowest unit possible. This lets you insert a budget at a high level (for example, a monthly level instead of daily) and break it down later for ease of use.
There are three breakdown options available in the Retail Sales Budget page:
- Breakdown to Days
- This will break down budgets that are not in Period Type Day (that is Year, Quarter, Month, or Week) to Day. The amount and quantity in the initial budget entry will be evenly distributed to the new entries, to each day in the year, quarter, month, or week.
- Breakdown to Items
- This will break down budgets that are not in Budget Type Item and Item Hierarchy (that is Division, Item Category, or Product Group) to Item. The amount and quantity in the initial budget entry will be evenly distributed to the new entries, to each item that belongs to the division, item category, or product group.
- Breakdown to Stores
- This will break down budget entries without Store No. according to the Allocation Rule Code setup. The amount and quantity in the initial budget entry will be distributed to the new entries based on the weights and share % as per setup for each store in the Allocation Rule.
In order to use the breakdown action, you'll need to have Setup permission to the budget, if the Setup Budget permission is not set to Anyone in the Replen. Setup. For more details see Budget Permissions.
Furthermore, the budget entries must first be in the correct format before they can be broken down. The Check and Correct action (under Functions) in the Retail Sales Budget page can be used to validate and correct the budget entries. For more information on how this can be done, see How to: Check and Correct a Sales Budget.
To break down Sales Budgets to Days
- Click the
icon, enter Retail Sales Budget List, and select the relevant link. - Select the Retail Sales Budget you wish to break down, and click the Sales Budget action. The Retail Sales Budget page opens.
- Click Breakdown - Breakdown to Days.
Note: It is possible for the Breakdown to Days functionality to take into consideration the Retail Calendar or Base Calendar, where non-working days will be excluded from entries creation. This can be set up with theConsider Calendar field in the Replenishment FastTab on Retail Sales Budget page.
To break down Sales Budgets to Items
- Click the icon, enter Retail Sales Budget List, and select the relevant link.
- Select the Retail Sales Budget you wish to break down, and click the Sales Budget action. The Retail Sales Budget page opens.
- Click Breakdown - Breakdown to Items.
Note: Only items that are not blocked from purchasing or transferring will be considered for entries creation.
To break down Sales Budgets to Stores
Note: Before breakdown to stores can be performed, it is important to ensure that an Allocation Rule has been assigned to the budget. This can be set up with the Allocation Rule Code field in the Replenishment FastTab in the Retail Sales Budget page.
- Click the icon, enter Retail Sales Budget List, and select the relevant link.
- Select the Retail Sales Budget you wish to breakdown, and click the Sales Budget action. The Retail Sales Budget page opens.
- Click Breakdown - Breakdown to Stores.
Example of how Breakdown to Stores works:
An Allocation Rule is set up with four stores, and is assigned to a Retail Sales Budget for the use of Breakdown to Stores:
| Type | Code | Weight | % Share |
| Store | S0001 | 3.00 | 30.00 |
| Store | S0002 | 2.00 | 20.00 |
| Store | S0003 | 2.00 | 20.00 |
| Store | S0004 | 3.00 | 30.00 |
A budget entry without Store No. before breakdown:
| Entry No. | Store No. | Date | Item Category | Product Group | Quantity |
| 1 | 2017-11-01 | AUDIO | ACC | 100 |
With the assigned Allocation Rule, the budget entry will be broken down as follows:
| Entry No. | Store No. | Date | Item Category | Product Group | Quantity |
| 1 | S0001 | 2017-11-01 | AUDIO | ACC | 30 |
| 2 | S0002 | 2017-11-01 | AUDIO | ACC | 20 |
| 3 | S0003 | 2017-11-01 | AUDIO | ACC | 20 |
| 4 | S0004 | 2017-11-01 | AUDIO | ACC | 30 |