In this guide, we will show you how to Fix a Budget in Cost Centre Allocation.
Access: The minimum permissions required to complete the Cost Centre Allocation are found in the Finance Module of Config>Setup>Roles & Permissions.
Pre-requisites: In order to Fix the Cost Centre Allocation the Budget must be entered and agreed with the Approved Budget.
Related Guides:
- How to Allocate a Budget in Cost Centre Allocation
- How to Import a Budget into Cost Centre Allocation
To begin, go to Module>Finance>Budgeting>Cost Centre Allocation
Select the Budget Scenario from the drop down that you wish to fix.
Review the data in the Cost Centre Allocation.
Once you are happy the values agree with your Approved Budget click Fix Budget.
