Running Document Tolerances With Budget Checking

If you enable commitment control and document tolerance for the business unit, you run document tolerance by initiating the Comm Cntrl Budget Processor Application Engine process (FS_BP) on the Maintain Purchase Order - Purchase Order page. The system runs the Document Tolerance Checking process and then the Comm Cntrl Budget Processor process.

You can check a purchase order document tolerance status on the Maintain Purchase Order - Purchase Order page.

This section discusses how to check document tolerances.

Page Name

Definition Name

Usage

Maintain Purchase Order - Purchase Order Page

PO_LINE

Enter or change purchase order information online.

Use the Maintain Purchase Order - Purchase Order page (PO_LINE) to enter or change purchase order information online.

Navigation:

Purchasing > Purchase Orders > Add/Update POs > Maintain Purchase Order - Purchase Order page

Field or Control

Description

Budget Checking

Click the Budget Check button to run the Comm Cntrl Budget Processor process for this purchase order. This button appears only if you have enabled commitment control for PeopleSoft Purchasing and the purchase order has not been subjected to budget checking. This button is not available if you have run the Comm Cntrl Budget Processor process on the purchase order.

If you enable commitment control and document tolerance checking for the business unit and you initiate the budget checking process, the system runs the Document Tolerance process then the Comm Cntrl Budget Processor process.

Note: You would normally run the Comm Cntrl Budget Processor process as a batch process using the Budget Check Request page. If you do so and document tolerance checking is enabled for the business unit, you must ensure that the commitment control source transaction definitions for purchase order transactions are defined, so that only purchase orders that have passed document tolerance checking are eligible for budget checking.

Doc Tol Status (document tolerance status)

If you enable document tolerance checking, the system displays the document tolerance status. Values are:

Valid: The purchase order has passed document tolerance checking.

Not Chk'd (not checked): The purchase order requires document tolerance checking. If any amounts, quantities, or ChartFields are modified after the document tolerance is checked, the system resets the document tolerance status to Not Chk'd.

Error: Exceptions are generated for the purchase order during document tolerance checking. You can override document tolerance exceptions on the Document Tolerance Exceptions - Doc To Exception page.