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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