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Creating and maintaining budget entries

Menu path

System ➔ Finance ➔ Budgets

Introduction

This document provides you the steps to creating and maintaining budget entries, as well as viewing, editing, deleting, printing and allocating the budget entries.

What version are you using?

The information in this document is applicable to product update 407. If you have versions lower than this, certain features explained here will not be applicable.

How do I create budget entries?

  1. In the overview of budget entries screen, click New.
  2. Define the required details.
  3. Click Save, and then click Close.

How do I modify budget entries?

  1. In the overview of budget entries screen, define the search criteria.
  2. Click Refresh.
  3. Select the relevant budget entry.
  4. Click Open.
  5. Modify the necessary details.
  6. Click Save, and then click Close.

How do I allocate budget entries?

  1. In the overview of budget entries screen, define the search criteria.
  2. Click Refresh.
  3. Select the relevant budget entry.
  4. Click Allocate.
  5. At Allocate to, select the relevant option.
  6. Define the relevant columns.
  7. Click Close.
  8. A confirmation message will be displayed. Click Yes to proceed, or click No to cancel. For more information, see Allocating project budgets.

How do I print budget entries?

  1. In the overview of budget entries screen, define the search criteria.
  2. Click Refresh.
  3. Select the relevant budget entry.
  4. Click Print.
  5. Define the relevant options.
  6. Click Start, and the budget overview will be displayed.
  7. Click Print.

How do I delete budget entry lines?

  1. In the overview of budget entries screen, define the search criteria.
  2. Click Refresh.
  3. Select the relevant budget entry.
  4. Click Zoom.
  5. Select the relevant budget entry line.
  6. Click Delete.
  7. A confirmation message will be displayed. Click Yes to proceed, or click No to cancel.

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 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.790.417
 Assortment: Exact Globe+  Date: 26-09-2022
 Release:  Attachment:
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