Budget-Forecast Version Control
This tutorial provides ERP steps, exception closure, and evidence requirements for budget-forecast version control.
Learning objective
Standardize budget-forecast version control
Roles
Finance manager, accountant, business data owner
Prerequisites
- Organization and period definitions are agreed
- Required query permissions are available
Completion checks
- Sample three records against source data
- Confirm every exception has status and owner
Common errors
- Inconsistent filters
- Missing follow-up actions
- Review evidence not retained
Thailand project note
This tutorial covers ERP operational controls and data organization only. Any Thai tax, VAT, WHT, statutory accounting, or legal conclusion requires review by a qualified Thai professional.
Steps
- 01
Define the organizations, period, and owner for budget-forecast version control.
- 02
Prepare relevant documents, balances, or business records and freeze the filter criteria.
- 03
Run budget-forecast version control in the ERP and retain criteria, timestamp, and output.
- 04
Record causes, actions, owners, and due dates for every variance or exception.
- 05
Have the finance owner sample-check the result and archive review evidence.
Implementation notes
- Align organization, period, and status definitions first
- Record evidence before closing an exception
References
- 一文看懂用友U9 cloud：制造业数智化转型的核心引擎 ↗用友U9 cloud · Accessed: 2026-08-27