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
OR
Permission Required: Authorization Admin
To add Monthly Budget Fields to Authorization
Log in to DCI
Select the Settings Module from the main menu
Select Custom Field Definitions from the sub menu
Select Actions, then Add New Custom Field Definition
Complete the wizard. For a more detailed description of how to add a new custom field definition, see the article entitled "Custom Fields".
Item Type: Select Authorization
Name: Choose a name that describes what the custom field is, ie, "Month 1 Budget"
Label
Description
Help Text: This will appear as a tooltip next to the custom field on the authorization
Input Type: Select Numeric
RegEx: optional field
Default Value
EDI
Required
Status
Click Save
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".