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  1. Select the **Budget Maintenance** tab to go to the **Budget Maintenance** page.

  2. Using the drop-down menus, select either a **User** or **Ship To Address**.

    You can select either the Ship To address or the User; you cannot select both options.

    To see the budget report for a specific Customer, either select that Customer at sign in or select the Customer prior to clicking the **View Budget** button.

  3. Select the **Budget Year,** then click **View Budget**

  4. Populate the budget amount for each **Period** by clicking into the **Budget $** field and assigning an amount. Each **Budget $** can be a different value. Zero is an acceptable amount.

    Click **Save.**