Viewing Customer Monthly Budget History

You can track your customer budgets in the Customer History Monthly Budgets tab. There are three types of budgets that you can use: P/O budget, fixed monthly budget, and floating monthly budget.

Double-click $graphics\CUSTOMERICON16.gif$ . The Customer window opens, displaying the information for the last customer used.
Select the customer for whom you want to set up or change budgets. For details, see Selecting a Customer.
To open the Customer History window, click $graphics\VIEWHISTORY16.gif$ .
Go to the Monthly Budgets tab by clicking the tab. The budget information for this customer displays.
When you finish viewing customer budget information, close the Customer History window.

See also:

Understanding Customer Monthly Budgets