Pracitce

Define a Budget
Responsibility = General Ledger, Vision Operations
1.    Navigate the Define Budgets form:
    * (N) Budgets > Define > Budget

2.    Enter the following:
    * Name = XXCONSULTING
    * Status = Open
    * First = Jan-YY (Use current year)
    * Last = Dec-YY (Use current year)

3.    (B) Open Next Year.

4.    (B) Yes in the Decision window.

5.    (B) OK in the Note window.

Define a Master/Detail Budget
Responsibility = General Ledger, Vision Operations

1.    Navigate the Define Budgets form:
    * (N) Budgets > Define > Budget

2.    Enter the following:
    * Name = XXADMIN
    * Status = Open
    * First = Jan-YY (Use current year)
    * Last = Dec-YY (Use current year)
    * Master Budget = XXCONSULTING (From the List of Values)

3.    (B) Open Next Year.

4.    (B) Yes in the Decision window.

5.    (B) OK in the Note window.

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