How to Setup Budget in Netsuite


How to setup Budget in Netsuite


Please follow the steps as follows

Login to Netsuite

Transaction > Financial > Setup Budget


Header info:

Enter Subsidiary :  Required to enter
Budget Category :  Required to enter
Year                     : Choose the year for budget
Customer Info     : Optional for customer related budget



Line details :

Enter the Budget amount in total in first column for required lines. Click on Distribute after selecting.



* if you select distribute, the values will be distributed throughout the year
* If you select distribute, the values will be filled throughout the year for the same value you entered in first column.


Save the form.

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