Step Action
1. Select {Settings} and then select {Budgets} under Customer section.
2. The search criteria that can be used include:
Field | Action |
Budget Code | Enter in the full Budget Code. |
Budget Name | Enter in the full or partial Budget Name. |
Contact Name | Enter in the full or partial Contact Name. |
Customer Name | Enter in the full or partial Customer Name. |
Customer Number | Enter in the full Customer Number. |
3. Once Search criteria has been entered, select {Search}. To clear all search
criteria, select {Clear}.