Empieza desde: El panel de análisis.
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Navegar a Sales Budgets > Close Budgets desde el menú principal.
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The screen will display a structured list of all budgets, including:
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Budget Name
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Unidad de negocio
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Year and Month
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Status (Open/Closed)
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Modification History
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Close a Budget
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Usar Search, Filter, o Filter by Business Units options to find the budget you need to close.
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Locate the budget and select its Open status to change it.
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The budget status will update to Cerrado y el change history will appear on its row, preventing further modifications unless it’s reopened.
Notas: To reopen a budget, select the Closed status on its row. The status will then change to Open.
Closing multiple budgets in bulk
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At the grid’s header, locate the Close all button (a closed padlock icon).
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All selected budgets will now be marked as Cerrado.
Notas: You can reopen budgets in bulk by using the Open All (open padlock icon) button.
