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*The best and easiest way to avoid budget checking

errors is to view the Budgets Overview inquiry


page.
*Budget checking actually performs two tasks:
* Transaction Edit Check
* Transaction Budget Check
*Edit Check is performed first. If it fails, Budget
Check will not happen.
*Edit Check ensures that all combination edit rules
are satisfied.
*Edit Checking rules also apply to budgets. So if you
check the Budgets Overview and a budget exists,
chances are you will not get an edit error.
*Some transaction Chartfield Combinations do not
have budgets. However, they must still have a
valid budget checking status before they can be
further processed.
*Some transactions affect multiple commitment
control ledgers. They must pass in each ledger
that they affect.
*To view your Budget Checking error:
*Navigation: Commitment Control > Review Budget Check
Exceptions > Purchasing and Cost Management >
Requisition
*Good tool for someone other than the Requester
This error occurred because the end date of the
project has passed. It affects two ledgers groups.
*Common Budget Checking Errors:
* Exceeds Budget Tolerance
* You’re trying to spend more than the available balance
of your budget.
* Budget Tolerance = $0.00
* Notice which ledger group(s) you are exceeding.
* A Budget Transfer can be requested to move funds from
another account (e.g. 600000-Travel to 700000-
Operating Expense).
* Error can be overridden in rare circumstances with
proper procedures and approvals.
*No Budget Exists
* Check the chartfields to make sure each was entered
correctly.
* Notice the ledger group(s) where budgets must exist.
* Review Budgets Overview to see what budgets do
exist for the department or project.
* If all chartfields are correct, request budgets from
the Budget and/or Sponsored Program Administration
office.
* This error cannot be overridden.
*Budget is closed/Budget Date Out of Bounds
* This usually means that the Transaction Date is not
within the Start Date and the End Date of a
Project/Grant.
* This often affects both the PROJ_GRT and PRMST_EXP
ledger groups.
* Financial Accounting or Sponsored Program
Administration can extend the dates of the
Project/Grant, if appropriate and authorized.
* This error cannot be overridden.
*Required Key CF is Blank
* This error occurs when a chartfield that is required by
the budget definition is left blank.
* The transaction has passed all Combination Editing
rules.
* The transaction has not passed Budget Ledger Group
Definitions.
* This error cannot be overridden.
*Required Key CF is Blank

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