Change Budget Payments for an Account

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Here's how to change the budget payment amount for an account. NOTE: This is the simplest way to change an amount. However, if you wish, you can rerun the Set Up Budget Payments for an Account procedure using the Budget Work Sheet.

 

1. Find the account you want to change by using one of the following:

Account Number

Bill To Last Name

Company Name

Bill To Street Number

Bill To Street Name

Phone Number

Serial Number

Delivery Street Number

Delivery Street Name

People Associated with an Account

 

2. Regardless of how you get to the account, the detail account screen for that customer will be displayed.

3. Left-click on the tab.

4. This will display the preferences window.

5. Left-click in the field and then key in the new budget amount.

6. Left-click the button.

7. When you're done, left-click the close button to return to the Lynx Main Menu.