create new ticket
check ticket statusTo Create a Budget:
Step Action
1. Select {New} under Budgets. A New Budget modal will open.
2. Complete the fields.
| Field | Description |
| Active | Default set to Yes. Toggle switch to No to set budget as Inactive. |
| Code | Enter a budget Code. |
| Name | Enter a budget Name. |
| Amount | Enter a value for the budget Amount. If left blank, the budget amount will be set as Unlimited. |
| Shipping, Postage, and Taxes | Default set to No. Toggle switch to Yes to apply budget to each item. |
| Start Date | Set a budget Start Date using the calendar. |
| End Date | Set a budget End Date using the calendar. |
| Frequency | This sets the time frame for each budget period on this budget. Select a budget Frequency (One Time, Weekly, Monthly, Quarterly, or Yearly) from the drop-down. |
| Roll Over | Default set to No. Toggle switch to Yes to allow budget amount to roll over to the next budget installment. Note: This field is only visible if frequency is set to more than 'One Time'. |
3. Select {Save}. A results window will pop-up to indicate the selected Budget
has been saved.
Once the budget has been created, budget periods will be added based on the frequency that has been set. Any order items included in each budget period will be visible by clicking on the + icon to expand the budget period view.
Note: If the budget amount is set as unlimited, individual orders applied to the budget period will be visible but the total value of orders will not be tracked.