Budget values not showing on standard DashBoard - Customers & Products 5-1(Evo)

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Products

Sage Evolution 7.10

Description

Budget values not showing on the:

DashBoard - Customers 5-1(Evo)

DashBoard – Products 5 -1(Evo)

Budget.png

Cause

The report start and end date entered are across two fiscal years.

For Example:

The company’s fiscal year:

2016 (01/07/2015 to 30/06/2016 )

2015 (01/07/2014 to 30/06/2015)

If the start date entered, is the 01 May 2015 to 31 May 2016. This falls within the 2015 and 2016 fiscal year, this prevents the budget data for specific year to display.

Resolution

Ensure that start and end date entered are dates within the same fiscal year.

For Example:

If the start date entered, is the 01 July 2015 to 31 May 2016, budget data will display as both these dates are in the same fiscal year.

Budget2.png