Common Elements Used in this Topic

Field or Control	Description
Go to Source Adjustment	Click Go to Source Adjustment to access the Correct Budget Check Errors component, where you can make corrections to the budget date or to the ChartFields.
Exception Type	The Exception Type field limits the rows that appear to transactions with one of the following exception types: Error: The invoice fails budget checking. Warning: The Budget Checking process issues a warning, but also updates the control budget ledger.
Maximum Rows	Specify the maximum number of rows that are to appear in the scroll area. If the More Budgets Exist field is populated, the invoice has more exceptions than the number that you enter in the Maximum Rows field. Enter a different search criteria to shorten the list or increase the maximum number of rows.
Override Transaction	Select to enable the entire transaction to update the control budget even if error exceptions exist. This option is available only for users with super user security access and is not available if the transaction passed budget checking with only warning exceptions. Select it prior to budget checking.
Advanced Budget Criteria	Click Advanced Budget Criteria to open the Budget Exceptions - Refine Inquiry Criteria page, where you can restrict rows to specific business units, ledger groups, and accounts. Leave these fields blank to return all values.
Search	After you enter selection criteria, click to refresh the scroll area.
Budget with Exceptions	This scroll area displays all the commitment control budgets that have exceptions for the invoice. Include selection criteria to limit the number of budget rows that appear in the scroll area.
Percentage	The sum of accounting entry percentages for a particular line transaction. The percentage must equal 100.
Date Time Added	The date and time that a bill line is added to the invoice.
Last Update Timestamp	The date and time that a bill line was last updated.
Last Maintained By Operator ID	The user ID of the person who last updated a bill line.
Bill Line Inquiry link	Click to access the Review Billing Information - Details - Acctg - Rev Distribution page, where you can review the bill line accounting information.
Budget Check link	Click to access the Budget Check Acct Entries page, where you can run the Budget Checking Process, or inquire further into the budget checking exceptions for the invoice.
Level	The discount or surcharge level number that is applied to a bill line.
D/S (discount/surcharge)	Displays a D if a bill line is associated with a discount, and displays an S if a bill is associated with a surcharge.
Budget Date	Enter a value to enable the system to determine the budget period when it processes transactions against a control budget.
Display Lines with Errors Only	Select to display only invoice lines with budget-checking errors.
Apply Correction	Click to apply the accounting entry or budget date corrections. When you click this button, the system: Updates the budget header status to N (not budget checked) if the Pre-Load process is not required. Deletes the records in BI_ACCT_ENTRY when the Pre-Load process is required and ChartField values were changed during accounting entry correction. Updates the Pre-Load indicator on the BI_HDR record to 1 when the Pre- Load process is required. Refreshes the Accounting Entries Summary page.
Open Item Key	When an Open Item account applies to or is chosen for an accounting entry, the Open Item Key must be set.
Journal Line Reference	When an Open Item account applies to or is chosen for an accounting entry, the Journal Line Reference will also be displayed. This value may be blank.