1. SuiteApps
  2. Expense Commitments and Budget Validation
  3. Setting Up Expense Commitments and Budget Validation
  4. Adding User-Defined Custom Segments to Custom Budgets

Adding User-Defined Custom Segments to Custom Budgets

User-defined custom segments work only for custom budgets.

Use the following procedure to add user-defined custom segments to transaction columns and custom budgets.

Important:

Do not create custom segments or install SuiteApps that contain custom segments with existing internal IDs.

To add user-defined custom segments to custom budgets:

  1. Go to Customization > Lists, Records, and Fields > Custom Segments.

  2. In the Custom Segments list page, click Edit on the user-defined custom segment.

  3. In the Application & Sourcing subtab, click the Transaction Columns subtab.

  4. In the Transaction Columns subtab, make the following changes:

    1. In the Application section, check the Expense box.

    2. In the sublist, check the box next to the Custom Budget record type.

  5. Click Save.

Related Topics

General Notices