Creating a Budget Validation Saved Search

The Expense Commitments and Budget Validation SuiteApp provides predefined saved searches for custom budget and standard budget. If you require different fields and segments for budget validation, you can create a new saved search by customizing the saved searches provided by the SuiteApp.

Creating a Custom Budget Saved Search for Budget Validation

For custom budget, the SuiteApp provides the default saved search Custom Budget Transaction Search with budget fields and segments set to Account.

To create a custom budget saved search for budget validation:

1. Go to Lists > Search > Saved Searches.

2. Click Edit next to the Custom Budget Transaction Search saved search.

3. In the Search Title field, enter a new name for the saved search.

4. Click the Results subtab.

5. In the Columns sublist, add fields and segments that you want to use for budget validation.

6. Click Save As.

Creating a Standard Budget Saved Search for Budget Validation:

For standard budget, the SuiteApp provides the default saved search BM Standard Budget Search.

To create a standard budget saved search for budget validation:

1. Go to Lists > Search > Saved Searches.

2. Click Edit next to the BM Standard Budget Search saved search.

3. In the Search Title field, enter a new name for the saved search.

4. Click the Results subtab.

5. In the Columns sublist, add fields and segments that you want to use for budget validation.

   Standard budget does not work with custom segments.

   For native segments such as department, class, and location, select the option with same names from the list.

6. Click Save As.

Important Things to Note When Creating a Custom or Standard Budget Validation Saved Searches

• In custom budget saved search, select the segment column when adding a custom segment. For example, for restriction segment, select Restriction (Custom Column).

• Standard budget does not work with custom segments.

• For native segments such as department, class, and location, select the option with same names from the list.

• Item field cannot be used for budget validation. To validate items, enter the applicable transaction fields.

Related Topics

• Setting Up Expense Commitments and Budget Validation
• Adding User-Defined Custom Segments to Custom Budgets
• Creating a Budget Control Saved Search
• Creating a Budget Control Record
• Setting Expense Commitments and Budget Validation Preferences

General Notices