Description: In this topic you will learn how to add monthly budgets to authorizations. A monthly budget is derived from an authorization, but it is not the same thing as the Monthly Max. Monthly budgets are based on an algorithm and may allow a client to exceed 100% of their monthly budget.

*Please note: To enable Monthly Budgets fields on an authorization, custom fields for Monthly Budgets must be created in the Custom Field Definitions Setting.

Role Required: Super User, Billing Role, Authorization Role


Permission Required: Authorization Admin

To add Monthly Budget Fields to Authorization

  1. Log in to DCI

  2. Select the Settings Module from the main menu

  3. Select Custom Field Definitions from the sub menu

  4. Select Actions, then Add New Custom Field Definition

  5. Complete the wizard. For a more detailed description of how to add a new custom field definition, see the article entitled "Custom Fields".

    1. Item Type: Select Authorization

    2. Name: Choose a name that describes what the custom field is, ie, "Month 1 Budget"

    3. Label

    4. Description

    5. Help Text: This will appear as a tooltip next to the custom field on the authorization

    6. Input Type: Select Numeric

    7. RegEx: optional field

    8. Default Value

    9. EDI

    10. Required

    11. Status

  6. Click Save

  7. Repeat steps 4-6 for each month.

To use the monthly budget fields, add a new authorization and fill out the form wizard, including the newly created budget fields. For steps on how to create a new authorization, see the article entitled "Authorization - Add New Authorization".