Budget check not performed

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Posted on by Bharath jain

1,443 Super User 2025 Season 2

Hello experts,

need help on the below.

I am configuring the Budget Control configuration for a new customer. But for some reason it does not work. I have done all the required configuration and activated the budget control. Budget registered entry is created and trying to post new journals (Daily journal) but budget check is not performed.

My setups so far in the Budget Control configuration:

In Define parameters: I have selected main account with dimension.

In Budget funds i have selected original budget and Actual expenditure

In documents and journals: I have selected Daily journals.

Assign budget modules has been linked

Define budget control rules - I have selected main account (Rent - 30000)

Budget control is activated and Turned on.

After the above setup I have created a budget register entry. I have selected Rent(30000) account and amount is 12000

Now, when i am trying to post a new entry in GL for rent expense, budget check is not performed.

I am not sure if I have missed any setup or configured something wrongly, kindly help me with this.

I have the same question (2)

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Verified answer

saurabh bharti 15,039 Moderator on at

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Looks like in your setup for Documents and journals you have selected at header level ,not at the line level.

So if you try to enter amount 13000 and try post it will not allow. So budget check is there but at header.

you can try enabling for lines and then turn on.

Create line again.

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Verified answer

Ludwig Reinhard Microsoft Employee on at

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Hello Bharath jain,

Have you tried modifying your budget control rules in a way that the rule hits in when an empty cost center and empty department is specified?

In addition, check the line/header level configuration that Saurabh mentioned.

Best regards,

Ludwig

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Sanam Khan 30 on at

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HI,

Are you facing any error being thrown by the system or is it only a red cross there ??

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Suggested answer

MauricioSaldana on at

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Hello,

As Ludwig and Saurabh mentioned, try selecting check at line entry so the check is getting perform not when posting but when creating the lines

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Bharath jain 1,443 Super User 2025 Season 2 on at

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Hi Saurabh,

Yes, you were right. i was just validating and dint post so the budget check was not performed. Since its at header level when i post its working.

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