📘 Screen: Budget - Planning Quote
This screen brings together, in a single list, everything the budget will consume — and it's where consumption becomes money. It shows how much of each component the plan calls for, how much is already in inventory, how much is left to buy, and it takes the price you got.
📍 Location in the system
Menu: Budget > Planning Quote
🧩 Main function
Close out the budget math. Without prices, the plan is a list of quantities; with the unit price entered here, each component becomes cost, and the Summary shows the total.
On top of that, it's the season's shopping list: what's left to buy comes already calculated.
📝 The columns
| Column | What it shows |
|---|---|
| Component | The item planned. |
| Class | The component's group — herbicide, seed, fertilizer. |
| Operational Qty | The quantity that comes from the applied matrices, in full. |
| Planned Qty | The quantity planned for the planning period. |
| Inventory Qty | What the farm already has — it comes from inventory, through the component's link to Product & Service. |
| Qty to buy | What's missing: planned minus what's already on hand. |
| Currency | Real or dollar, for an item priced in foreign currency. |
| Unit price | This is what you fill in. The purchase price used in the budget. |
| Total amount | Calculated: quantity × unit price. |
Fill in the prices and click Save. Like every screen in the module, it works within the Scenario chosen at the top — the same component can have different prices in different scenarios.
- The budget has a cost in money, not just in quantity.
- The list of what's left to buy comes out ready, already net of inventory.
- You can simulate purchasing: change the price in one scenario and see the effect on the result.
❓ Frequently asked questions
Where does the planned quantity come from?
From the matrices applied to the areas in Detailed Planning: rate per hectare × area × % use. If an item doesn't show up, it's because no applied matrix consumes it.
The Inventory Qty column shows zero.
The balance comes from real inventory, through the Integration tab of the component. Without that link to Product & Service, the system has no way of knowing what's already on hand.
Is this the same quote as the one in the Inventory menu?
No. This is the planning quote — the estimated price that makes up the budget's cost. The Quote in the Inventory menu is the real purchasing process, with supplier and proposal.