If your F&B revenue was previously forecasted into one account (for example account 230) and is later split into several accounts (such as 210 Breakfast, 230 Food, and 110 Beverage/Kiosk), your future Budget & Forecast values must also be updated to follow the new structure.
Historical months are normally left unchanged. The new account structure should instead be applied from a chosen future month onward.
Recommended approach
- Decide the first future month that should use the new account structure.
- Open Budget & Forecast or P&L Planning for the relevant F&B departments.
- Update future revenue forecasts so the totals are distributed into the correct accounts:
* 210 = Breakfast revenue
* 230 = Food revenue
* 110 = Beverage / kiosk revenue - Save the forecast after updating the future months.
- Verify the result in the P&L report by expanding the account level and checking that revenue now flows into the correct accounts.
Important to know
- Historical actuals and previous forecast months may look very different after a remapping change. This is expected.
- PMI automatically redistributes updated monthly forecast totals across the days in the month.
- If your property uses Planning constants/ratios, these can be adjusted so future revenue automatically follows the desired split between the new accounts.
