In this topic you will learn how to Budget Check a Requisition.
NOTE: The requisition must be at a status of approved before it can be budget checked.
Enter the desired information into the Requisition ID field. Enter "0062988".
Click the Budget Check button.
NOTE: The system will automatically send you to the Process Monitor panel.
Click the Refresh button until the Run Status = Success and the Distribution Status = Posted.
NOTE: DO NOT repeatedly click the Refresh button as this uses system resources. Please allow 15 seconds between clicks.
Run Statuses
It is possible that the Run Status will not display as Success when budget checking a requisition. Other statuses are Warning, No Success and Error.
A Run Status of Success indicates that the document budget checked successfully.
Run Statuses (continued)
A Run Status of Warning indicates that either no documents were selected to process, or the process was successful and produced a budget check error.
Run Statuses (continued)
A Run Status of No Success indicates that the process deadlocked with another process. The user will:
1. Click on the Details link;
2. Click Restart; and
3. Click OK to restart the process.
NOTE: If restarting the process results in a No Success again, the user should open a Help Desk ticket.
Run Statuses (continued)
A Run Status of Error indicates that the program failed. The user should open a Help Desk ticket to report the error.
Click the Go back to Requisitions link to return to the Requisition header page.
In this example the Budget Status is Error.
NOTE: The Budget Status must be Valid in order for the requisition to be sourced as a P.O.
Click the Error link to view the error message.
The error message displays in the Exceptions column.
Click the Close (X) button to exit the screen.
NOTE: The error must be corrected and the Budget Check re-run in order for the requisition to be sourced as a P.O.
This completes Budget Check a Requisition.
Enter the desired information into the Requisition ID field. Enter a valid value e.g. "0062988".