Budget Check a Requisition

In this topic you will learn how to Budget Check a Requisition.

You can search for the requisition you wish to Budget Check for entering all or part of the Requisition ID or Requester.


The Run Status must be Success and the Distribution Status must be Posted. Click the Refresh button every 10 - 15 seconds to update the page and statuses.


If the Budget Check process is successful, the Budget Status will be Valid. If the Budget Check is unsuccessful, the Budget Status will be an Error link.

Error information can be viewed on the Requisitions Exceptions page. Navigation to the Requisition Exceptions page is:


Commitment Control > Review Budget Check Exceptions > Purchasing and Cost Management > Requisition

If an Error is received, it must be resolved and the budget check process run again. The steps to take to resolve a budget check error are:


1. Verify the accuracy of the chartstring information. if no data entry errors are found, see the Budget Control Exceptions Table in the Appendix;

2.  Notify table contacts for assistance; and

3.  Run the Budget Check process for the requisition again.

Budget Check a Requisition

This completes Budget Check a Requisition.

You can search for the requisition you wish to Budget Check for entering all or part of the Requisition ID or Requester.


Click the Purchasing link.
Click the Requisitions link.
Click the Add/Update Requisitions link.
Click the Find an Existing Value link.
Enter the desired information into the Requester field. Enter
a valid value
e.g.
"koconn"
.
Click the Search button.
Click the Requisition ID - 0048968 link.
Click the Budget Check button.
Click the Refresh button.
Click the Go back to Requisitions link.