Budget Pre-Check

When running a budget check only (budget pre-check), the budget processor performs the budget checking and edits that it normally does when a budget or transaction is posted, but it does so without committing changes (postings) to the general ledger records such as the Ledger_KK record. The check only feature is specifically intended to check one document, but does not update the Commitment Control tables (ledger and activity log).

To enable budget pre-checking for Purchasing, select Set Up Financials/Supply Chain, and then Install, and then Installation Options, and then Commitment Control. Then, select the Purchasing check box in the Enable Budget Pre-check section. You must also ensure that if the Purchasing check box is selected in the Enable Commitment Control section on the Installation Options - Products page

The Budget Pre-Check button is available for use on these PeopleSoft Purchasing pages:

• Requisition

• Requester's Workbench

• Purchase Order

• Express Purchase Order

• Buyer's Workbench

When you perform budget pre-check only processing, the statuses of Provisionally Valid or Error on the transaction pages indicate whether a budget is available. If you click the Budget Pre-Check button and if the budget check is valid, then the system sets the budget header status for the requisition to Prov Valid. If the budget check is not valid, then the system sets the budget header status to Error with a link to the Exception page.