Purchase order budget groups

Create and manage budget groups for purchase orders within your school.

Status indicators of budget groups for purchase orders

• Inactive: The budget group is not in use.

• Active: The budget group is in use.

• Usage: Indicates the number of purchase orders using this budget group.

Example budget group names for purchase orders

• Miscellaneous

Create a budget group for purchase orders

1. Click Add Budget Group.

2. Enter details:

   • Name (required)

3. Click Save.

Modify details of a purchase order budget group

1. Select the name from the list.

2. Make changes.

3. Click Save.

Change the status of a purchase order budget group (Active/Inactive)

To toggle the status between active and inactive, follow these steps:

1. Select the name from the list.

2. Click Make Inactive (to deactivate) or Make Active (to activate).

Note: The button label will update dynamically based on the current status.

Delete a budget group from purchase orders

This action can only be performed for budget groups that are not currently associated with any purchase orders.

1. Select the name from the list.

2. Click Delete.

3. Confirm the deletion.