Setting up Purchase Types (PTS) - Budget Checking

  1. Specify this information:
    Budget Update Basis
    Specifies how budgets are updated. Options are:
    Update Line by Line
    Budgets are updated after each line is entered.
    Update Order by Order
    Budgets are updated after each whole purchase order is entered.
    Not Set
    Budget checking is not in use.
    Expenditure Stage
    Specifies the stage at which expenditure checking is performed. Options are: Invoice Entry, Invoice Matching, Invoice Confirmation, and Not Set. During purchase order processing, the system looks at the Purchase Type first to see if this stage is set, if not then the stage set on the Purchase Business Setup (PBS) is used.

    If a transaction is held at any stage, the stage has not been completed and budget checking is not performed until the line is released. If a line fails budget checking at the confirmation stage, this is treated as a validation error and the line is not confirmed.

  2. Save your changes.