Budget Plan - Main
To set up budget plans, select Admin > Credit & Collection > Budget Plan > Add.
Description of Page
Enter an easily recognizable Budget Plan and Description.
If your implementation requires restricting budget plans to accounts by CIS Division, specify a CIS Division on the budget plan.
The remaining information on this page is used by the various budget-oriented processes.
Refer to Budget Plan - Calculation Algorithm for information about the Calculation Algorithm.
Refer to Budget Plan - Monitor Algorithm for information about the Monitor Algorithm.
Refer to Budget Plan - True Up Algorithm for information about the True Up Algorithm and Months for True Up.