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What is the method to restrict budget of an account for a period. If the amount exceeds form my allocated budget to account then it should give me warning message or something like that but not cross the limit which i have given.
For example: if I allocated $100,000.00 to my account 000-5254-00 of purchases for a current period. If purchase increased more than $100,000 then how I can handle this scenario according to my above question.
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Hi Mian, In order to control the budget for your purchases, you need to activate the POE option (aka Purchase Order Enhancement). To do so go into : Microsoft Dynamics GP menu >> Tools >> Setup >> Purchasing >> Purchase Order Enhancements. Click on the Help button to get more infos about this function. Once the PO Commitment is activated, you can check your Budget vs. Actual & Commited purchases in GP under Inquiry >> Purchasing >> Budget vs Actual & Committed. You can also chose to activate the Approvals option in the POE Setup, thus protecting your budgets with a password, keeping people to create PO's that would go over your planned budgets.
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