Understanding Budget Checking Error Correction and Warnings
Transactions typically fail the budget checking process because the amount of the source transactions exceeds the amount in the control budget and the commitment control option for the budget. If this occurs, you have two options:
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Credit the revenue estimate budget amount.
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Mark the entire transaction to bypass budget checking on the Commitment Control, Revenue Estimate Exceptions, or Misc Payment Exceptions page for the transaction.
After you mark it, you must run the Budget Processor process again.
A transaction could also fail because you provided a revenue account that is not in the revenue estimate budget. If this is the case, you need to perform the following tasks:
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Set the group that included the source transactions to unpost.
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Run the Receivables Update process, which reruns the Revenue Estimate process and the Budget Processor.
The Revenue Estimate process deletes the source transactions and does not create new sources transactions.
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Recreate the items with the correct data.
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Run the Receivables Update process again, which reruns the Revenue Estimate process and the Budget Processor.
If you run the Budget Processor when you run the Receivables Update process or from the Budget Processor page, use the message log to see if you have received any warnings. Alternatively, go directly to the budget exception pages to see if you have any warnings. Select Only Warnings Exist in the Process Status field, when you search for exceptions to display only transactions with warnings.
If you budget check transactions from an online page, such as the Direct Journal Payments - Accounting Entries page or the Corrections page for the Revenue Estimate process, the system displays a warning message for any type of warning including the warning for negative expense budgets. Users must go to the appropriate budget exceptions page to determine the type of warning. If there is a warning status at the line level, you can drill directly down to the warning on the exception page by clicking the Budget Check Options icon.
Note:
You receive the warning message when you budget check transactions online only if you selected the Pop Up Error/Warning Message check box on the Installation Options - Commitment Control page.