GUI Create a budget general information


Field

Description

Name

The name of the budget

Amount

The total amount of the budget and the currency. By default use the currency of the pricing model of the main enterprise. If an enterprise in the hierarchy has a different currency and a conversion_factor enterprise property, perform a conversion.

Start date

Enter the date to activate the budget.

End dateOptionally enter an end date
Reset cycle

Select an option to reset the budget after each month, quarter, year, or never.

The reset cycle begins at the budget start date. So a budget starting on the 15th day of the month would be reset on the 15th day of the next month

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