Scenario
On a standard Budgets page, it only display the standard segments which allow users to apply their categorization. However, there are cases where custom segments need to be applied so users can do a better categorization.
Solution
1. Navigate to Customization > Lists, Records, & Fields > Custom Segments > New
2. GL Impact: Enter Checkmark
Note: Once setup is saved, GL Impact is no longer editable.
3. Click Values tab
Note: Enter desired values then click Add once done.
4. Click Application & Sourcing tab
5. Click Other Record Types subtab
6. Budget Import: Enter Checkmark
7. Pop-up message: Click OK
Note: The pop-up message tells that the custom segment will also be applied to Journal Entry when Budget Import is marked.
8. Click Save