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:
- In the Approvals section, click .
- Click . The Budget Years page is displayed.
Note: To add a row, you must specify the To date for the prior budget year.
- Specify this information:
- Click .