Setting up Purchase Types (PTS) - Budget Checking
-
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.
- Save your changes.