Setting up budget years

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:

  1. In the Approvals section on the right side of the page, click Maintenance.
  2. Click Budget. The Budget Years page is displayed.
  3. Click Add. A row is added to the grid.
    Note: To add a row, the To date for the prior budget year must be set.
  4. Specify this information:
    Specify a description, up to 10 characters, for the budget year.
    If this is the first budget year, specify the first day of the budget year. Otherwise, the From date is added automatically as the preceding To date plus one.
    Specify the last day of the budget year.
  5. Click Update.