Budget checking

XXX Using Miscellaneous Permissions available in Security Console or User Manager, you can allow operators to override the percentage tolerance and value tolerance when carrying out over soft commitment checking.XXX

  1. Specify this information:
    Soft Commitment At
    The stage at which over soft commitment check is performed, and soft commitment is generated.

    These options are available:

    • Entry - default
    • Approval Level 1-10
    • Buyer Process
    • None.

    You must select Entry, Buyer Process, or None if approvals are not in use.

    Over Soft Commit Check
    If this box is selected, a requisition line must be within the remaining budget for the account or within the tolerance percentage or amount of this. The requisition line amount must be no greater than the remaining budget amount plus the tolerance.
    Over Soft Commit Tolerance %
    The permitted percentage tolerance applied by the system when carrying out over soft commitment checking.
    If Over Soft Commitment Check is not selected, this field is disabled.
    Over Soft Commit Tolerance Val
    The permitted value tolerance applied by the system when carrying out over soft commitment checking.
    If Over Soft Commitment Check is not selected, this field is disabled.
    Note: If both the amount and percent tolerance is set, the lower amount is used for the check.
  2. Save your changes.