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.