To handle budget exceptions

Handling exceptions

Following are the various ways in which the budget exception can be resolved or analyzed:

• Review

  Review the transactions that are Superseded or Handled.

• Override

  Select the exception line and click Override to override the exception and later approve the exception.

• Reject

  To reject the exception or undo the rejection or override the exception:

  • Select the exception line and click Reject to reject
  • Click Undo Reject to undo reject process
  • Click Undo Override to undo the override process.

• Set to Handle

  Set the closed exceptions or open exceptions to the status Handled. Select the exception line and click Set to Handled.

• Transfer

  Transfer the budget amounts. Select the line and click Budget Transfer, the Budget Transfers (tfbgc2500m000) session opens. See: Budget Transfers.

• Amend or Modify

  Modify the budget details. Select the exception line and click Budget Amendment, the Budget Amendments (tfbgc2540m000) session opens. See: Budget Amendments.

For each of the above actions, the budget manager can notify the user through e-mail. In the Budget Exceptions (tfbgc4550m000) session, select the exception line and click Notify to send notification. The e-mail editor opens, make changes to the content, if required and send the e-mail.