To create a hit list in Manage Budget Lines:
- In the toolbar, click the Main Menu icon ( ).
- From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab.
For more information, see Budgeting. - In the Manage Budget Lines row, click Update.
The Manage Budget Lines screen appears. - Select the EPEP tab.
- Click on the ellipses box and select a Vendor.
- Enter a Threshold amount.
- Click Save.
- Click OK.
Creating a Hit List in View Profit
To create a hit list in View Profit:
- Select the EPEP tab.
- Click on View Profit.
- Double-click on the line to which you wish to add the Hit List.
The View Profit Data dialog box appears. - Click View Line Config.
- Select the EPEP tab.
- Click on the ellipses box and select a Vendor.
- Enter a Threshold amount.
- Click Save.
- Click OK.