Purchase budget control

You can use budget control to check purchase transactions against available budgets.

For purchase requisitions, orders, and receipts, you can specify if, how, and when budget checks must be executed.

Note: To implement budget control, select the Budget Control check box in the Implemented Software Components (tccom0100s000) session.

After the available budget is checked, budget transactions are generated in the Budget Transactions (tfbgc4500m000) session and budget balances are updated in the Budget Balances (tfbgc3500m000) session.

These budget transactions are generated:

Purchase requisitions
Generates budget transactions of the Commitment type and updates the commitments budget balance.
Purchase orders
Generates budget transactions of the Encumbrance type and updates the encumbrance budget balance.
Purchase receipts
Generates budget transactions of the Receipt Expense type and updates the expense budget balance.

If a budget check fails, a budget exception is applicable that must be resolved before the relevant purchase procedure can continue.

Budget control master data

Before purchase transactions can be checked against available budgets, you must set up the budgets.

For more information, refer to:

To set up budget control data
To set up budget policy data
To maintain budget amount details

This table shows the fields that you must specify in the Budget Control Policy (tfbgc0110m000) session to check and update budgets for purchase requisitions, purchase orders, and purchase receipts:


Purchase Requisitions tab	Purchase Orders tab	Receipts tab
Check Available Budget	Check Available Budget	Check Available Budget
Requisition Check Available Budget upon	Purchase Order Check Available Budget upon	Receipts Budget Check Date
Requisition Budget Check Date	Purchase Order Budget Check Date	-
-	Purchase Order Include Tax	-