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Suggested answer

budget check result

Posted on by 11,871

I have a problem in budget entry where budget check result for budget traction lines are returned with budget check not performed for some companies and returned with budget check pass for other companies, can you help me how does the value of this field is determined from business point of view  since I try to tracing the code to find and  I find it 

  • Jonathan  Halland Profile Picture
    Jonathan Halland 11,302 on at
    RE: budget check result

    Hi Maram.

    Were you able to find what you needed?

  • Suggested answer
    Jonathan  Halland Profile Picture
    Jonathan Halland 11,302 on at
    RE: budget check result

    Hi Maram.

    Thats a bit of an extensive question to answer. But the checks are all defined in the Budget Control Configuration form.

  • maram fraij Profile Picture
    maram fraij 11,871 on at
    RE: budget check result

    I need to know from business point of view what are the setup points checked during the checking process to determine the final value ???  

  • Jonathan  Halland Profile Picture
    Jonathan Halland 11,302 on at
    RE: budget check result

    Hi Maram. This is most likely done, depending on your setup, when the budget entry was saved or when it was approved

  • maram fraij Profile Picture
    maram fraij 11,871 on at
    RE: budget check result

    I ask about budget check result available in budget entry  as per the attached screenshot.

    Untitled3.gif

  • Suggested answer
    Jonathan  Halland Profile Picture
    Jonathan Halland 11,302 on at
    RE: budget check result

    Hi Maram Are you referring to the budget check result on the Document (Purchase Req line, Purchase order line etc...). This check is normally done and that field populated at specific points in the procurement process (depending on your configuration). E.G. On Submission. When the  document is finally  approved etc... You can also set it to populate when the record is saved. Can you maybe give us the business requirement that  you are trying to solve.

  • maram fraij Profile Picture
    maram fraij 11,871 on at
    RE: budget check result

    yes , the configurations  are the same for all companies

  • Jonathan  Halland Profile Picture
    Jonathan Halland 11,302 on at
    RE: budget check result

    Hi Maram

    Are you budget configurations the same across all companies?

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