Mapping budget lines in the Budgeting screen
The steps below show you how to map budget lines to your company's master budget structure.
To map a budget line:Â
- 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/Start.
The Manage Budget Lines screen appears. - Expand the Budget Line tree menu, to find the detail line you want to map.
- Edit the detail line by doing one of the following:
- Double-click the line.
Or - Right-click the line and select Edit Budget Line from the fly-out menu.
The Edit/View Line dialog box appears.
- Double-click the line.
- Click the General tab.
- Next to the Show % of lined based on field, click the Select Budget Line button ( ).
The Select Budget Line dialog box appears. - Select the line to map.
- Click OK.
The dialog box closes, and the budget line appears in the Show % of lined based on field. - Click OK.
The Edit/View Line dialog box closes. - At the top of the Budgeting screen, click Save (Â ).
The budget line is mapped.