Header Fields for the Consolidated GL Budgeting Form
Use the header fields above the Actions bar to search for budgets, create new budgets, or enter the name of a new budget. Header fields are generally available, whichever tab is currently selected.
Field | Description |
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Find budget |
At the top of the form, enter a partial or complete name or number in the Find budget lookup field to find and select the budget record that you want to view or edit. Your current record selection will be preserved if you switch to another application and then return to this form. If you use multiple companies, you can select only budgets for the active company that you are working in. The name of the active company displays on the right side of the Vantagepoint main toolbar. |
Search Navigation Controls | ![]() The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, and find and select multiple hub records. On the Saved Search control ( For more information about Search Navigation Controls, see Search Quick Reference, Components of a Search, and Use Search Navigation Controls to Filter Records. |
Saved Searches list |
To filter the list of budgets, select one of the following search types:
For information about how to filter and refine search records, see the Use Search Navigation Controls to Filter and Refine Records task topic. For information about creating and using searches, see the Search Vantagepoint help topics. |
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Use these arrow icons to scroll through the records in the search results and display a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results. |
+ New Budget | Click this option to create a new budget. A blank form opens with the appropriate fields enabled. |
Budget Name | Enter the name of the budget at the upper left of the form, or click
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