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Description: In this topic you , the user 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. To use the monthly budget fields after creating, add a new authorization. When completing the form wizard, the newly created budget fields will be visible. For steps on how to create a new authorization, see the article Authorizations - Create, Approve, Reject, Edit, View, or Deactivate.

Role Required: Super User, Billing RoleTeam, Authorization Role

OR

Permission Required: Authorization AdminTo add

Add Monthly Budget Fields to an Authorization

1. Log in to DCI

2. Select

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1.  Settings

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1. on the main menu

2. Select Custom Field Definitions 

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1. on the submenu

2. Click Actions

3. Select

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1.  Add New Custom Field

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1.  from the drop-down menu

2. Complete the

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1. Add New Custom Field form wizard

1. Item Type (required): Select Authorization

2. Name (required): Type the name without spaces. Choose a name that describes what the custom field is

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Label

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Description

1. such as Month1Budget.

2. Label (required): The label is what users will see in DCI as the field name

3. Description: Add a description of the custom field

4. Help Text: Add optional text to help users understand what the field means.

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1. This will appear as a tooltip (i icon) next to the custom field on the authorization. Users will hover over it to view the help text message.

2. Input Type (required): Select Numeric

3. RegEx:

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1. Optional field

2. Default Value: Add an optional default value. Users may still enter numbers other than the default value.

3. EDI (required): Select Yes or No

4. Required (required): Is this a required field? Select Yes or No.

5. Status (required): Select Active or Inactive

1. Click Save

2. Repeat steps 4-

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1. 7 for each month (i.

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1. e., Month 2 Budget, Month 3 Budget, etc.)

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