Set-Up Section
This section includes the fields and descriptions for the Set-Up section workspaces.
- Related Topics:
- Budget Templates Workspace
Use this workspace is to create budget templates by creating budget template headers in the Budget Template tab and associated budget template lines in the Budget Template Lines sub-tab. - Budget Template Line Details Workspace
Use this workspace to display budget template lines in the Budget Template Line tab and allow for editing. - Budget Template Sub Budgets Workspace
Use this workspace to list all sub-budgets of a main budget template. - Budget Distribution Key Details Workspace
Use this workspace is to create, edit, and delete distribution keys for use in budget templates and finance budgets. - Budget Hierarchies Workspace
Use this workspace to set up the budget hierarchy, meaning the relation between the finance budgets when these are created from the budget template. - Budget Hierarchy Details Workspace
Use this workspace to show budget hierarchy lines in the Budget Hierarchy Line tab and allow for editing. - Budget Employee Categories Workspace
Use this workspace to list budget employee categories that are associated with a budget template. - Budget Employee Category Details Workspace
Use this workspace to show budget employee categories in the Budget Employee Category tab and allow for editing them. - Budget Models Workspace
Use this workspace to create and review budget models. - Budget Groups Workspace
Use this workspace to create and maintain budget groups. - Commitment Levels Workspace
Use this workspace to create combinations of dimensions on which you perform commitment control when you create and approve purchase orders. - Commitment Rules Workspace
Use this workspace to enter rules for controlling purchase order amounts against the budget when you approve purchase orders. - Allocation Keys Workspace
Use this workspace to maintain allocation keys. - Price Registers Workspace
Use this workspace to create and maintain price registers. - Price Areas Workspace
Use this workspace to create and maintain price areas.
Parent Topic: Budget Overview