> Defining Budget Periods and Keepers

Define budget periods and keepers by defining a date and year for the budget and assigning a person to monitor the budget. Then define budget details on the Budget codes and details form (UDBDET). After defining budget details, return to the budget hierarchy form to approve the final budget.

Follow these steps to define budget periods and keepers.

1. Open the Budget hierarchy form (UMBSTR).

2. Query for the budget for which to define periods and keepers.

3. Click the Budgets tab. Datastream 7i displays the Budgets page.

4. Budget date—Enter the current date for the budget.

5. Budget year—Click to select the budget year.

6. Budget keeper—Click to select the person to monitor the budget.

7. Current budget—Enter a monetary amount for the entire budget.

8. Choose File | Save from the menu bar. Datastream 7i saves the information to the database.