This procedure allows you to define a budget ID format for the selected opportunity template. It supports the customization of opportunity-specific IDs to be used for newly created budgets. This includes prefixes, suffixes, and the ability to increment by any provided number. It is critical that the Digits (number of digits including leading zeros) as well as the Increment is established. If either of these numbers are missing, the ID will not generate as expected. The hierarchy path delimiter (typically a period, or ".") must not be used in either the prefix or suffix.
In the Template Details panel, click the Budget Admin tab.
By default, the last selected template appears in the Template ellipsis. To change the template, click the Template ellipses and select the required template.
(Optional) Type in a required Prefix.
The prefix is added to the beginning of the budget ID.
(Optional) Type a digit in Next ID Base.
The numbering of the budget ID starts from this digit.
Type a digit in Digits (Max 20).
This is the length of the budget ID.
(Optional) Type in a required Suffix.
The budget ID ends with the suffix entered.
Type a digit in Increment.
The budget ID increments by this digit.
Click SAVE, the budget ID appears in Budget ID Example (Max 40).