Budget Checking Requisitions

This section discusses how to budget check requisitions:

Page Name

Definition Name

Usage

Req Budget Check (requisition budget check) Page

REQ_KK_CHECK_REQ

Run the Comm. Ctrl. Budget Processor process for requisitions. Commitment control must be enabled for PeopleSoft Purchasing.

Budget Checking Requisitions Using Online Pages

REQ_FORM

Create requisitions online.

Requisition Exceptions Page

KK_XCP_HDR_PO2

View budget check exceptions for requisitions. Users with appropriate authority can override the budget exceptions on this page.

Requisition Line Drill Down Page

KK_DRL_PO2_SEC

View line details for requisitions with budget exceptions.

Line Exceptions Page

KK_XCP_LN_PO2

View requisition lines on a requisition with budget check exceptions. Users with appropriate authority can override the budget exceptions on this page.

Use the Req Budget Check (requisition budget check) page (REQ_KK_CHECK_REQ) to run the Comm.

Ctrl. Budget Processor process for requisitions. Commitment control must be enabled for PeopleSoft Purchasing.

Navigation:

Purchasing > Requisitions > Budget Check Requisition

REQ_PREENC process runs once budget check is, selected

Process Options

Field or Control

Description

Req ID (requisition ID)

Values are:

All: Select to budget check all requisitions.

Some: Select to display the From and To fields. Budget checks all requisitions that match the range specified in the From and To fields.

Value: Select to display the Req ID field. Budget checks the requisition that matches the ID specified in the Req ID field.

Req Date (requisition date)

Values are:

All: Select to budget check all requisitions.

Some: Displays the From and To fields. Budget checks all requisitions for which creation dates fall within the dates specified in the From and To fields.

Value: Displays the Req Date field. Budget checks requisitions for which creation dates match the date specified in the Req Date field.

When you create online requisitions, you can budget check them in realtime by clicking the Budget Check button on the Maintain Requisitions - Requisition page. This invokes the Commitment Control Budget Processor process by remote call.