Budget Checking and Commitments

Using the processing options for the Requisition Entry Business Function Application (P43E0001), you can specify that you want to perform budget checking once the user submits a requisition. If you activate budget checking, the system uses the same budget checking process as in the Procurement system.

If any line on the requisition does not pass budget checking, the entire requisition remains at a status of Composing, while the individual lines that did not pass are assigned a status of Over Budget. If the entire requisition does not pass, the system leaves the status of the requisition header at Composing. You can perform the following actions once the requisition and the individual lines are at this status:

• Request an additional budget amount.

• Change the account number on the requisition to one that has the necessary budget available.

• Change the version of the Requisition Entry Business Function Application (P43E0001) in the Requisition Entry program to one that does not have budget checking activated and submit the requisition again.

See Understanding the Requisition Entry Business Function Application.

If the requisition passes the budget, the system can create a commitment, both financial and inventory, if the system has been set up for commitments. The process for commitments also works the same as in the Procurement system

See also:

• "Working with Budgets" in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide.

• "Setting Up Purchase Order Commitments" in the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide.