Searching Budgets

Owned by Enterprise IT
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
2 min read
 SummitAI Procurement
Procurement


You can search for Budgets by specifying appropriate filter criteria on the FILTERS pop-up pages.

To search for specific Budgets:

  1. Select Procurement > Configuration > Budget.
  2. On the BUDGET page, click the Filters icon on the ACTIONS panel. The FILTERS pop-up page is displayed. For more information about the fields on the FILTERS pop-up page, see Field Description.

    FILTERS pop-up page
    Figure: FILTERS pop-up page

  3. Specify the filter criteria to view a particular set of Budgets, and then click SUBMIT. The Budgets are displayed based on the specified filter criteria.
    BUDGET page
    Figure: BUDGET page

Field Description

The following table describes the fields on the FILTERS pop-up page:

Field

Description

Organization

Select the Entity from the drop-down list.

Budget Year

Select the Budget Year for which you want to view the Budgets.

Cost Center

Select the Cost Center from the drop-down list.

Sub Cost Center

Select the Sub Cost Center from the drop-down list.

Budget Code

Specify the Budget Code to view the respective Budget.