Creating a Budgetary Control Group
You define one or more budgetary control groups to attach to sites or users. You can create a budgetary control group by specifying funds check level (absolute, advisory, or none) by journal entry source and category, together with tolerance percent and tolerance amount, and an override amount allowed for insufficient funds transactions. You must define at least one budgetary control group to assign to a site through a profile option. You might also create additional budgetary control groups to give people different budgetary control tolerances and abilities to override insufficient funds transactions.
Example
Your company manages a large product budget for developing secure systems. You want your product manager to override budgetary control transactions from Oracle Payables which fail absolute budgetary control checks, but you do not want invoice entry personnel using Oracle Payables to have this ability. You define one budgetary control group that allows override for journal entry source Payables and category Purchase Invoices. You define another budgetary control group which does not include override. Your system administrator assigns the first budgetary control group to the product manager, and the second budgetary control group to invoice entry personnel.
Prerequisites
Enable Budgetary Control for the set of books
Define the journal sources
Define the journal categories
To create a budgetary control group:
1. Navigate to the Define Budgetary Control Group window.
2. Enter a Name for the budgetary control group.
5. In the Profile Values window, assign the budgetary control group name to a profile level, using the System Administrator responsibility. You can assign a Budgetary Control Group to a site, application, responsibility or user level.
See Also
Budgetary Control and Online Funds Checking
Budgetary Control Options for Journal Sources and Category
Defining Journal Sources
Defining Journal Categories