Budget check in purchase orders

  1. Purchase order process

    • Select the purchase order.
    • In the Purchase Orders (tdpur4100m000) session, click Approve to approve the purchase order.
    • Review the budget details.
    • Click Release to Warehousing to release the order to warehouse.
  2. Budget check process

    • The execution of budget check process depends on the parameter option you select in the Budget Control Policy (tfbgc0110m000) > Purchase Orders tab:
      • At purchase order entry when you select Document Entry option
      • At the approval of order when you select Document Approval option.
  3. Budget Balances

    • Review the budget balances, the budget balance of type encumbrance is updated and commitment is reversed. Review the Encumbrance and Commitment fields in the Budget Balances (tfbgc3500m000) session.
    • Review the budget transactions generated in the Budget Transactions (tfbgc4500m000) session.