Step     Action

  1.       Select {Settings} and then select {Budgets} under Customer section.

  2.      The search criteria that can be used include:

FieldAction
Budget CodeEnter in the full Budget Code.
Budget NameEnter in the full or partial Budget Name. 
Contact NameEnter in the full or partial Contact Name.
Customer Name
Enter in the full or partial Customer Name.
Customer NumberEnter in the full Customer Number.


  3.        Once Search criteria has been entered, select {Search}.  To clear all search

             criteria, select {Clear}.