DBD: Budget/Usage Comparison Report

The Budget/Usage Comparison Report provides comprehensive budget tracking for inventory items, organized either by customer or by specific cost center. It is designed to help users track consumption trends, evaluate current spending against established budgets, and project inventory shortfalls or overages.

Key Features

Flexible Budget Reporting: The report compares actual usage quantities and dollars against the budget amounts entered for each item. It can also be generated without budget figures if you only need a baseline usage view.

Predictive Metrics: Automatically calculates the percentage of the budget used to date and predicts a projected overage or shortage.

Alternate Sorting Options: For deeper analysis, items can be sorted in descending order based on:
- Estimated Annual Usage
- Monthly Average Usage
- Year-to-date Usage
- Usage Cost-to-date

Navigate to: DB Distributor > Print Management > Reports > Customers > Budget / Usage Comparison

Available Sequences

When generating the report, you can organize the data using the following sequence options:

By Customer / Item
By Customer / Item / Location
By Customer Location / Item
By Customer Group / Item / Customer / Location

Understanding the Report Output

The report columns provide a detailed breakdown of both quantity and financial metrics:

Column Header	Description
Avg Usg /Mth	The average monthly usage volume for the item.
Current Usage	The usage quantity recorded in the current active period.
To Date Usage	Total accumulated usage quantity for the fiscal year to date.
Est Anl Usage	The predicted total quantity the customer will use for the entire year based on current trends.
Est Anl Costs	The projected total cost for the estimated annual usage.
Annual Budget	The total budget amount allocated for the item for the year.
Budget To Date	The prorated budget amount expected to be spent by the current period.
Used %	The percentage of the annual budget that has already been consumed.
Bdg Left	The remaining budget amount available for the item.
Proj Ovr/Sh	The projected overage (indicated with a `-` ) or shortage relative to the budget by the end of the year.

💡 Tip: A negative number (followed by a - ) in the Proj Ovr/Sh column indicates that the item is projected to go over budget based on its current consumption rate.