Purchase Types (PTS) - Budget Checking
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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 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.