Manage Servers Tutorial

PDF Tutorials	Interactive Tutorial
Cropped Screenshots Full Page Screenshots

Purpose: To build a link to the SQL server(s) where the ERP system(s) are located. Dynamic Budgets (DB) can be installed in a single SQL instance or distributed across multiple linked SQL servers.

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• Manage Servers Article

      Tutorial Link Purpose: To build a link to the SQL server(s) where the ERP system(s) are located. Dynamic Budgets (DB) can be installed in a single SQL instance or distributed across multiple linked SQL servers. ​ This screen is the first step in ...

• Manage Budgets Tutorial

  PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: To provide tools to manage budgets such as budget list, budget creation, delete/purge budget, lock budgets/acct #s, link actual GP data & display setup, ...

• Add OrgUnits, Manage OrgUnits Tutorial

  PDF Tutorials  Interactive Tutorial Cropped Screenshots Full Page Screenshots           Purpose: During Client Configuration, the client's OrgUnits or Departments need to be added to Dynamic Budgets to make them available for budgeting and reporting ...

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