Check available budget template

This business rule checks the expense report or the line item amount, against any pre-defined budgets. This rule fires if there is insufficient budget available on a matching budget.

The business rule checks the line item date, expense type, project code & cost center to determine if there is any matching budget defined for this expense item. If the business rule does find a matching budget it compares the available budget with the line item amount and fires if there is insufficient budget available.

This example shows the possible values for this business rule

Check available budget fields

This table shows the values for fields

Field Value
Name Check Available Budget
Severity Invalid
Notification Interactive only
Fire on Itemization Left blank
Fire Scope Every timwew
Offline and Online Firing Options Fire Online only
Status Active
Fire On Submit ER and Update ER Line item

Calculate available budget strings

This table shows the values for strings:

Strings Value
Description Check if there is available budget for expense
Interactive Message %%20000:outputMessage%%
Policy %%20000:outputMessage%%
Policy Based Routing Not Selected
Report Message Expense is over budget

Check available budget applications

This table shows the values for applications:

Name Organization/Group
Corp: Default Group