Set the Budget Amount for Budget records

Purpose

Enter a budget value for selected Budget records.

Budget record

A Budget record is each unique combination of Site, Financial Year, Financial Period, Cost Centre and Cost Element for which a Budget Amount is set.

How to… Add a Budget Amount for a Budget

1.   Click Financials - Budgets then  Browse.
The Budgets browse window opens.

2.   Select the required Budget record.

3.   Click  Set Budget Amount.
The Budget Amount window opens.

    

4.   Enter the Budget Amount for each of the selected Budget record.

5.   Click Set Amounts.

6.   Click  Refresh.
The Budget Amount for the selected Budget record is displayed in the Budgets browse window.

As a result.

The new Budget Amount is set for the selected Budget record.

Please note!