To Edit a Budget:

Step       Action

  1.         Select {Edit} from the Actions Menu. A Budget modal will open.

  2.      Complete the fields.

ActiveDefault set to Yes. Toggle switch to No to set budget as Inactive.
CodeEnter a budget Code.
NameEnter a budget Name.
AmountEnter a value for the budget Amount. If left blank, the budget amount will be set as Unlimited. 

Shipping, Postage, and TaxesDefault set to No. Toggle switch to Yes to apply budget to each item.
Start DateSet a budget Start Date using the calendar.
End DateSet a budget End Date using the calendar.
FrequencyThis 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 OverDefault 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.