Running Document Tolerances with Budget Checking

This section discusses how to run the Document Tolerance Checking process from the Invoice Information page. It also discusses how to verify the document tolerance status on the Summary page.

Pages Used to Run Document Tolerances with Budget Checking

Page Name	Definition Name	Usage
Invoice Information Page	VCHR_EXPRESS1	Run Document Tolerances with Budget Checking. You must run the Document Tolerance process independently as a batch process if you run the Budget Processor process as a batch process.
Voucher - Summary Page	VCHR_SUMMARY_PG	Check the document tolerance status of the voucher. This page appears only after you have saved a new voucher.

Understanding Including Multiple Processes With the Document Tolerances Checking Process

If the Commitment Control feature is enabled and document tolerance is enabled for the business unit, you can run document tolerances by initiating a process group that includes the Matching Application Engine process (AP_MATCH), the Document Tolerance Checking process, and the Budget Processor process. You do this by using the Action field on the Invoice Information page. The system runs the Matching process, the Document Tolerance Checking process, and then runs the Budget Processor process. These processes can also be run separately.

Invoice Information Page

Use the Invoice Information page (VCHR_EXPRESS1) to run Document Tolerances with Budget Checking.

You must run the Document Tolerance process independently as a batch process if you run the Budget Processor process as a batch process.

Navigation:

Accounts Payable, and then Vouchers, and then Add/Update, and then Regular Entry, and then Invoice Information

Field or Control

Description

Action

Select an on-demand process group in the Action field and click Run to initiate budget checking and document tolerance checking. While the voucher is being processed, the fields in the Voucher component (VCHR_EXPRESS) are unavailable for entry. Click the Refresh icon to view the processing status of the voucher on the Voucher Summary page. The process groups that are available depend on your user ID and whether the voucher requires the processing. Note: You normally run the Budget Processor process as a batch process using the Budget Checking Request page.

Voucher - Summary Page

Use the Voucher - Summary page (VCHR_SUMMARY_PG) to check the document tolerance status of the voucher.

This page appears only after you have saved a new voucher.

Navigation:

Accounts Payable, and then Vouchers, and then Add/Update, and then Regular Entry, and then Summary

Status

Field or Control

Description

Document Tolerance Status

If document tolerance checking is enabled, the system displays the document tolerance status. Values are: Valid: The voucher passed document tolerance checking. Not Checked: The voucher 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 Checked. Error: Exceptions were generated for the voucher during document tolerance checking. You can override document tolerance exceptions on the Document Tolerance Exception page.