Budget Plan - Main

To set up budget plans, select Admin, and then Credit & Collection, and then Budget Plan, and then 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.