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Budgeting and Purchasing

By Salesforce Labs

Free  

Never requires payment

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Business Need
Finance

With Budgeting and Purchasing for AppExchange, a company can tie its purchase orders directly to related invoices and budgets so it can accurately monitor how money is spent and track the complete purchasing lifecycle.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
Budgeting and Purchasing 1.0/ 1.0.0
Listed On
01/08/2006
Latest Release
03/04/2022
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 5
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

Get the big picture of where your organization is spending its money with Budgeting and Purchasing. You’ll be able to drill down to track the details of each purchase you make, from the moment a purchase order is created until the invoice associated with it is paid. You can easily track expenditures to date against budgeted funds and learn how much a particular department is spending compared with other departments. With Budgeting and Purchasing, there is no reason for anyone in your organization to lose sight of how close you are to meeting your budget goals. Because all related purchasing documents are tied together, you can streamline the spending process. Budgeting and Purchasing covers the entire purchasing lifecycle and helps you prioritize expenditures. Its trending and forecasting capabilities help you look ahead with greater assurance that future budgets will be based on fact rather than guesswork. Note: Package does not include the sample reports and dashboards described on the information sheet.