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We are looking at Business Profiles and in this session we are looking at the Budget Business Profile.

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As with all the Business Profiles, we select it from the User Master Record by choosing Business Profiles and then choosing the Budget Profile.

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The Budget Profile is used to indicate, for a particular User, which accounts the User may Update for Budget Purposes.

So on the left hand side, we can specify one or multiple ranges of accounts that the User may process Budgets for.

On the right hand side, we can specify ranges that are excluded or that the User does not have access to.

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So in this example we are saying that on the left hand side, the User has access to the entire series of accounts in the Chart of accounts.

On the right hand side we take out parts of the series and say that the User does not have access to these.

So if the account happens to be between the 5 and 7999999 series, the User does not have access to it and likewise on the 9 to 94999999 series, the User does not have access to.

Anything outside that, and inclusive on the series indicated on the left hand side, the User has access to.

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The Budget Profiles are optional to use. We do not have to apply them.

So now we are going to look in the Budget System at the Control Options to see

where we switch this On or Off.

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So when we check “Apply Profiles”, it means that when the User is processing Budgets, then the System is going to look at that User’s Budget Profile to see whether the User has Access to Update the Budget for a particular account.

If we do not check “Apply Profiles”, then the Budget Profiles will be completely ignored and as long as the User has Access to the Options that allow one to Update the Budget on any account, then the User will be able to do that.