Budget check in purchase invoices

  1. Purchase invoice process

    • Create new transaction with the transaction type purchase invoice in the Transactions (tfgld1101m000) session.
    • Set the Invoice Type to Invoice Related to Purchase Orders in the Purchase Invoice Entry (tfacp2600m000) session.
    • Specify the Business Partner, Amount and Tax Country/Code. Review the matched invoice with the receipt line in the Matched Invoices by Receipt Line (tfacp2551m000) session.
    • If a budget exception occurs, resolve the exception before you check the budget. See: To handle budget exceptions.
    • Approve the purchase invoice and finalize the transaction batch.

  2. Budget check process

    • The execution of budget check process for invoices and credit notes depends on the parameter option you select in the Budget Control Policy (tfbgc0110m000) > Purchase Invoices tab:
      • At purchase invoice or credit note entry when you select Document Entry option
      • At the approval of invoice or credit note when you select Document Approval option.

  3. Budget Balances

    • Review the budget balances in the Budget Balances (tfbgc3500m000) session.
    • Review the budget transactions generated in the Budget Transactions (tfbgc4500m000) session.

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