Allocate demand budget in demand currency

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Set the capital expense (Capex) and operating expense (Opex) budgets in demand or functional currency according to the fiscal years. The sum of the Capex and Opex budgets is calculated as the total budget in demand currency.

    Before you begin

    Role required: it_demand_manager

    About this task

    Allocate the budget in a similar manner as you do with functional currency. For more information, see Allocate budget to a demand.

    Enable the Demand Currency view in the Demand form to allocate the budget in demand currency.

    Procedure

    1. Navigate to All > Demand > Demands > All.
    2. Select the demand to which you want to allocate the budget.
    3. Select the Create Demand Budget related link of the Demand form.

      The Demand Budget dialog box opens.

    4. On the Demand Budget dialog box, fill in the fields.
      For detailed description of the field names, see Demand Budget form.
    5. Select OK.

    Result

    The demand budget for the selected year appears in the Demand Budget related list. Select the amounts in the list to revise them.