Monthly Distribution
You can distribute annual budgets throughout the months of a fiscal year in ERPNext by using a Monthly Distribution.
You can specify how much of the budget should be spent each month rather than distributing the entire amount all at once. This is beneficial for:
Equal allocation: Distributed equally throughout the course of the year.
Seasonal allocation: Set aside larger sums of money for marketing in December, for example, when demand is at its highest.
Custom allocation: Modify each month according to anticipated expenditures.
The Budgeting function and Monthly Distribution collaborate closely to make sure that monthly spending caps are met.
1. Creating a Monthly Distribution
Select Monthly Distribution under Accounts > Budgeting and Cost Centres.
Select New.
Complete the following:
Monthly Distribution Name, such as Marketing FY25 Distribution.
Business.
Total Allocation (%) > must equal 100%.
Enter each month's percentage in the Distribution Table:
- For instance, January 5%, February 5%, March 10%, and so on, December 15%.
Keep the Monthly Distribution handy.
2.Applying Monthly Distribution in Budgets
You can choose a Monthly Distribution when making a Budget:
Select Accounts > Budgeting and Cost Centres > Budget.
Select the distribution you made in the Monthly Distribution field.
This allocation will be used to validate the budget month by month.
3. Validation and Reports
Monthly Distribution guarantees that, rather than using annual limits, transactions are compared to monthly limits.
The applied monthly distribution is reflected in reports like the Profit and Loss Statement and the Budget Variance Report.