1. SuiteApps
  2. Expense Commitments and Budget Validation
  3. Setting Up Expense Commitments and Budget Validation
  4. Creating a Budget Control Saved Search

Creating a Budget Control Saved Search

The Expense Commitments and Budget Validation SuiteApp provides a predefined saved search for using the budget control record to calculate the consumed budget. You can create a new saved search for budget control by customizing the saved search provided by the SuiteApp.

To create a saved search for budget control:

  1. Go to Lists > Search > Saved Searches.

  2. Click Edit next to the Budget Transaction Consumed Amount saved search.

  3. In the Search Title field, enter a new name for the saved search.

  4. In the Standard sublist of the Criteria subtab, add and update the filters.

  5. Click Save As.

Note:

Only the existing criteria from Budget Transaction Consumed Amount search can be customized. New filters are currently not supported.

Related Topics

General Notices