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Budget control and Account Allocation Terms issue

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Posted on by FatimahAhmad

Hello,

Our finance team are facing an issue when they try to post a PO invoice while the budget control is enabled. The allocation terms defined in accounts level is not working.

Is there any type of system configuration that needs to be updated?

Notes:

When we have posted a GL journal, allocation applied correctly. So, it seems an issue with PO invoices.
Allocations started working fine again once we turned off budget control.

Thank You!

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FatimahAhmad 13 on at

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Hello,

Has anyone run into the same problem? Any suggested solution or workarounds?

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Bill Ngo 374 on at

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Hi Fatimah,

What exactly is the error message when posting PO invoice? Which step is error? Can you please attach the error message?

In your notes:

When we have posted a GL journal, allocation applied correctly. => Cause the system checks the available budget but allows posting when over budget.

Allocations started working fine again once we turned off budget control. => Cause the system checks the available budget but not allows posting when over budget.

Pls check your budget control for your combination MainAcct + Source ledger dimensions/Destination ledger dimensions are available for these above allocation terms.

Before posting Vendor invoice, ensure that the check box of Budget check results is ticked as Green per line.

Best rgds,

Bill

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