Creating Budgets

1 Start the New Budget process.

The default location of this process is the Acquisitions\Budget folder on the navigation bar.

Horizon displays the Edit Budget window.

2 Complete the fields in the window. In the Years group, click New to enter budget information for a fiscal year. (For a description of each field, see Edit Budget Window.)
3 Save your changes.
4 If you want to create additional budgets, do these steps:
a Click Close on the Edit Budget window.

Horizon still displays the List Budget window.

b Click New in the List Budget window.
c Complete the fields in the new Edit Budget window. In the Years group, click New to enter budget information for a fiscal year. (For a description of each field, see Edit Budget Window.)
d Click Save.
e Repeat the steps in this table for each additional budget you want to create.
5 Close the window.

Note: You must close and reopen the Launcher before you can assign new budgets to a PO line or to an extra charge on a statement.

 


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