Adding a budget number override

  1. Select Billing > Setup > General > General Ledger Setup.
  2. Select the Budget # Overrides tab.
  3. Click Add above the grid.
  4. Specify the criteria for the budget number override.
    The BUDGET # OVERRIDES grid has two types of columns: attribute columns and GL account columns. The attribute columns specify the criteria for the override, and the GL account columns specify the accounts to use for transactions that match those criteria. Specify your criteria for the override in one or more of these columns:
    • Account #
    • Account Type
    • Account Area
    • Account Class
    • Group
    • Subgroup
    • Line Item
    • Service
    • Service Area
    • Transaction Designator
    • Transaction Type
  5. Specify an alternate budget number in at least one of the GL account columns.
    The columns that are shown correspond to the general ledger accounts that you have defined.

    See Setting up general ledger accounts.

  6. Click Approve.