The first step to set up a budget for online order entry is to create a budget year record. After the budget year is established, you can Add Budget Periods and Amounts.
Note: Budget setup is available only if you selected Yes for using budgets on the Defaults page. See Setting Budget and Spending Limit Defaults
To set up a budget year:
- In the Approvals section, click Maintenance.
- Click Budget. The Budget Years page is displayed.
- Click Add.
Note: To add a row, you must specify the To date for the prior budget year.
- Specify this information:
Year: Specify a description, up to 10 characters, for the budget year.
From: If this is the first budget year, specify the first day of the budget year. Otherwise, this date is calculated as the preceding To Date + 1.
To: Specify the last day of the budget year.
- Click Update.
Modifying Budget Years
Deleting Budget Years
Adding Budget Periods and Amounts to a Budget Year
Maintaining Budgets and Spending Limits