Budget Check a Requisition

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

Under the Requisitions section, click the arrow to the left of the Line 3 Req ID Information field.

This will display the Request Lifespan which graphically shows where the requisition is in the process. When there are colored icons, it indicates the stage has been completed. In this example, Requisition and Approvals are in color. The other icons are grayed out indicating that the requisition has not been sourced to a PO yet. This is because the requisition still needs to be Budget Checked successfully before it can be sourced to a PO.

Above the Request Lifespan section, on the right side of the page you will see the "Select Action" option box and the Go button.

The available actions are:

Approvals - to view the approvals for the requisition

Cancel - to cancel the requisition

Check Budget - to run the budget check process

Copy - to create a copy of the requisition

Edit - to open the requisition for editing

View Print - to print the requisition

The system will process the Budget Check. Notice that the processing icon spins in the top right corner of the screen. Once the process is completed, the Budget Status will change to Valid, Warning, or Error.

Now that the status of the Budget Status is Valid, the requisition is available to be sourced to a Purchase Order.

Budget Check a Requisition

This completes Budget Check a Requisition.

Click the Main Menu link.

Click the eProcurement link.

Click the Manage Requisitions link.

Click the button to the right of the Expand Requisition Information field.

Click the button to the right of the Line 2 Select Action field.

Click the Check Budget link.

Click the Go button.