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title: Page 7139 "Sales Budget Overview"
summary: Page 7139 "Sales Budget Overview" in Base Application (Microsoft.Sales.Analysis). 1 public procedures, 1 events. Present since at least BC23, still in BC30, changed in BC25.
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    title: Create G/L budgets
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---

# Page 7139 "Sales Budget Overview"

> Page 7139 "Sales Budget Overview" in Base Application (Microsoft.Sales.Analysis). 1 public procedures, 1 events. Present since at least BC23, still in BC30, changed in BC25.

Base Application · Microsoft.Sales.Analysis · BC23-30 · [source at ea08af5e](https://github.com/microsoft/BCApps/blob/ea08af5ef2d6a9b5c5af4a029288abbe2c883220/src/Layers/W1/BaseApp/Sales/Analysis/SalesBudgetOverview.Page.al) · facts from BC29

## Properties

| Property | Value |
|---|---|
| Caption | Sales Budget Overview |
| PageType | ListPlus |

## Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control's own, else the bound field's (marked).

| Group | Control | Shows | ToolTip |
|---|---|---|---|
| General | Item Budget Name | `CurrentBudgetName` | Specifies the name of the budget to be shown in the window. |
|  | Show as Lines | `LineDimCode` | Specifies which values you want to show as lines in the window. This allows you to see the same matrix window from various perspectives, especially when you use both the Show as Lines field and the Show as Columns field. |
|  | Show as Columns | `ColumnDimCode` | Specifies which values you want to show as columns in the window. This allows you to see the same matrix window from various perspectives, especially when you use both the Show as Lines field and the Show as Columns field. |
|  | Show Value as | `ValueType` | Specifies if you want to view the item values by sales amount, cost amount, or quantity. |
|  | View by | `PeriodType` | Specifies by which period amounts are displayed. |
|  | Rounding Factor | `RoundingFactor` | Specifies the factor that is used to round the amounts in the columns. |
|  | Show Column Name | `ShowColumnName` | Specifies that the names of columns are shown in the matrix window. |
| Content | MATRIX | part [Page 9239 "Sales Budget Overview Matrix"](../page/9239.md) | — |
| Filters | Date Filter | `DateFilter` | Specifies a date filter by which budget amounts are displayed. |
|  | Customer Filter | `SourceNoFilter` | Specifies the filter that applies to the customers to whom items are sold. |
|  | Item Filter | `ItemFilter` | Specifies which items to include in the budget overview. |
|  | Budget Dimension 1 Filter | `BudgetDim1Filter` | Specifies a filter by a budget dimension. |
|  | Budget Dimension 2 Filter | `BudgetDim2Filter` | Specifies a second filter by a budget dimension. |
|  | Budget Dimension 3 Filter | `BudgetDim3Filter` | Specifies a third filter by a budget dimension. |
|  | Global Dimension 1 Filter | `GlobalDim1Filter` | Specifies by which global dimension data is shown. Global dimensions are the dimensions that you analyze most frequently. Two global dimensions, typically for the company's most important activities, are available on all cards, documents, reports, and lists. |
|  | Global Dimension 2 Filter | `GlobalDim2Filter` | Specifies by which global dimension data is shown. Global dimensions are the dimensions that you analyze most frequently. Two global dimensions, typically for the company's most important activities, are available on all cards, documents, reports, and lists. |

## Actions

| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Functions | Reverse Lines and Columns | Change the display of the matrix by inverting the values in the Show as Lines and Show as Columns fields. |  |
|  | Delete Budget | Delete the current budget. |  |
| Export to Excel | Create New Document | Open the analysis report in a new Excel workbook. This creates an Excel workbook on your device. |  |
|  | Update Existing Document | Refresh the data in an existing Excel workbook. You must specify the workbook that you want to update. |  |
| Processing | Import from Excel | Import a budget that you exported to Excel earlier. |  |
|  | Next Period | Show the information based on the next period. If you set the View by field to Day, the date filter changes to the day before. |  |
|  | Previous Period | Show the information based on the previous period. If you set the View by field to Day, the date filter changes to the day before. |  |
|  | Previous Set | Go to the previous set of data. |  |
|  | Previous Column | Go to the previous column. |  |
|  | Next Column | Go to the next column. |  |
|  | Next Set | Go to the next set of data. |  |

## Events published

- `OnOpenPageOnBeforeUpdateMatrixSubform(ItemBudgetName: Record "Item Budget Name"; var DateFilter: Text; var SourceNoFilter: Text; var ItemFilter: Text; var BudgetDim1Filter: Text; var BudgetDim2Filter: Text; var BudgetDim3Filter: Text; var GlobalDim1Filter: Text; var GlobalDim2Filter: Text)` (integration)

## Procedures

- `SetNewBudgetName(NewPurchBudgetName: Code[10])`: Sets the budget name to be used when the page opens.

Plus 21 local procedures.

## Triggers

OnInit, OnOpenPage

## Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an `Object::"Name"` argument. Interface dispatch and calls through events are not counted, so the list is not complete.

- [Codeunit 7130 "Item Budget Management"](../codeunit/7130.md) (7 calls: `CurrentBudgetNameOnAfterValida → SetItemBudgetName`, `CurrentBudgetNameOnAfterValida → ValidateColumnDimTypeAndCode`, `CurrentBudgetNameOnAfterValida → ValidateLineDimTypeAndCode`, …)
- [Codeunit 9200 "Matrix Management"](../codeunit/9200.md) (3 calls: `GenerateColumnCaptions → GenerateDimColumnCaption`, `GenerateColumnCaptions → GenerateMatrixData`, `GenerateColumnCaptions → GeneratePeriodMatrixData`)
- [Codeunit 362 "PeriodPageManagement"](../codeunit/362.md) (1 call: `FindPeriod → FindPeriodOnMatrixPage`)

## Across versions

- Present in: BC23-30
- Changed (declaration) in: BC25

## Documented on Microsoft Learn

- [Create G/L budgets](https://learn.microsoft.com/dynamics365/business-central/finance-how-create-budgets)

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

## Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: `bcatlas_resolve_node(object_type: "page", object_name: "Sales Budget Overview")`, then `bcatlas_get_procedure_body` or `bcatlas_get_neighbors` on the returned id.