Create a purchase order governed by budget

Note

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Use this procedure to create a purchase order that is checked for available budget.

Review the budget control configuration

1. Go to Budgeting > Setup > Budget control > Budget control configuration.
2. Select the Budget funds available tab.
3. Select the Documents and journals tab.
4. Select the Define budget control rules tab.
5. Select the Define budget groups tab.
6. Close the page.

Create a purchase order

1. Go to Procurement and sourcing > Purchase orders > All purchase orders.
2. Select New.
3. In the Vendor account field, enter or select a value.
4. Expand the General FastTab.
5. In the Accounting date field, set the date.
6. Select OK to close the dialog and open your new purchase order.
7. On the Purchase order lines FastTab, select Add line from the toolbar to add a new line and then fill out the line as needed to add an item to the order.
8. On the Purchase order lines FastTab toolbar, select Financials > Distribute amounts.
9. In the Ledger account field, specify an account.
10. Close the page.

Perform budget checking

1. Continue working with the purchase order you just added a line to.
2. On the Purchase order lines FastTab toolbar, select Financials > Perform budget checking.
3. On the Purchase order lines FastTab toolbar, select Financials > Budget check errors or warnings.
4. The Budget check errors or warnings dialog opens. Check the results of the check and then select Close to close the dialog.