Failing Funds Checking
If a document fails funds checking, you can still attempt to approve it, forward it to another approver, or perform other actions you would normally take on the document.
However, to change a document so that it passes funds checking, you have the following options for each account that fails funds checking:
- Change the distribution of the account to one that has adequate funds
- Cancel the lines containing the account
- Change the quantity of items on the line including the distribution
- Change the price of the item on the purchasing document line
- Transfer funds (increase the budgeted amount for the account)
Note: There are limits on the modifications you can make to an encumbered purchase order.
