- On Menu panel, click the Budget Calculation menu. This will open the Budget Calculation screen.
- Generate Customer Budgets. This will display the customer's site and budgets based on the criteria that has been set.
![](/download/attachments/23199920/image2016-5-12%2013%3A34%3A10.png?version=1&modificationDate=1463034322353&api=v2&effects=border-simple,shadow-kn)
- Select the customer you want to update the budgets. Click the Update Budgets toolbar button.
![](/download/attachments/23199920/image2016-5-12%2014%3A14%3A14.png?version=1&modificationDate=1463034322387&api=v2&effects=border-simple,shadow-kn)
- The message below will display during the process and will automatically closes once the update is finished.
![](/download/attachments/23199920/image2016-5-12%2014%3A0%3A26.png?version=1&modificationDate=1463034322370&api=v2&effects=border-simple,shadow-kn) - To check if the customer budget has been updated, click the Customers menu from Sales Menu panel. This will open the Customer Entity search screen.
![](/download/attachments/23199920/image2016-5-12%2014%3A2%3A44.png?version=1&modificationDate=1463034322433&api=v2&effects=border-simple,shadow-kn) - Search and select for the customer with the updated budget. Click the Open toolbar button.
![](/download/attachments/23199920/image2016-5-12%2014%3A6%3A39.png?version=1&modificationDate=1463034322463&api=v2&effects=border-simple,shadow-kn) - The Entity screen for the customer will display. Navigate to Customer tab > Misc. This will display the Credit and Budget Details.
- Check the value in Budget Details > Monthly Budget field. The budget is updated based on the value in Estimated Budget that has been generated from Budget Calculation screen.
- Before updating the customer budget
![](/download/attachments/23199920/image2016-5-12%2014%3A19%3A6.png?version=1&modificationDate=1463034322400&api=v2&effects=border-simple,shadow-kn)
- After updating the customer budget
![](/download/attachments/23199920/image2016-5-12%2014%3A20%3A4.png?version=1&modificationDate=1463034322417&api=v2&effects=border-simple,shadow-kn)
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