Project Budget Exceeded

This service creates a workunit when a requisition or purchase order is created with an activity assigned that exceeds the Open Purchase limit on Purchase Order.

Service BudegeExceedsService
Service name Budget Exceeds Alert
System PurchaseOrder/Requisition
Criteria PurchasingCompany, InventoryLocation
Work Category None
Prerequisites Normal purchase order or requisition processing.
Initiating event Creating a requisition or purchase order with an activity assigned that exceeds the Open Purchase Limit on Purchase Order.
Resolution action Notification
Variables

PurchaseOrderLine.Activity

PurchaseOrderLine.Comapny

PurchaseOrder.POCode

PurchaseOrder.PORelease

PurchaseOrder.PONumber

PurchaseOrderLine.Item

PurchaseOrderLine.Description

PurchaseOrderLine.Quantity

PurchaseOrderLine.EnteredBuyUOM

PurchaseOrderLine.EnteredUnitCost

Possible process flow sequence

The Activity owner is notified when the assignment of an activity to a requisition line or purchase order line causes a potential over Purchase Limit situation.

Related IPA Process

The FSM_ION_BudegeExceedsAlert process file is delivered with Infor Financials and Supply Management FSM ION Connector.