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, click Maintenance.
  2. Click Budget. The Budget Years page is displayed.
  3. Click Add.
    Note: To add a row, you must specify the To date for the prior budget year.
  4. 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.
  5. Click Update.
Related topics
Modifying budget years
Deleting budget years
Adding budget periods and amounts to a budget year
Maintaining budgets and spending limits