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 |