Using Budget Validation in Transactions

Budget validation works with the following transactions:

• Purchase orders

• Vendor bills

• Purchase requests (for the Employee Center role)

The following budget validation fields appear in the following transaction pages:

• Budget Date – Shows the start date of the budget period.

• Budget Period – Shows the budget period when the transaction is accounted. The SuiteApp works only with the budget method calendar months budget method.

• Budget Status Message – Shows the message indicating whether the transaction is within or over budget.

• Last Budget Check – Shows when the budget was last updated or validated.

When a custom budget matches the combination of budgeting year, segments, and account, values appear in the following columns of the Expenses and Items subtabs:

• Budget Amount – Shows the budget amount set in the custom budget.

• Budget Warning – Shows the budget warning set in the budget control record that's selected in the custom budget.

• Budget Control Link – In View mode, this column provides a link to the budget control record.

• Consumed Amount – Shows the amount of budget consumed, including all amounts from all posting transactions that meet budget criteria. (To exclude a transaction, you must customize "Budget Transaction Consumed Amount" search "status" filter criteria.)

Note:

If your transaction has over 50 lines, saving could take longer and you may see a page unresponsive message.

Click Wait and let the process finish. For large number of transactions, use CSV file import. For more information, read Guidelines for Importing Transactions Using CSV Files

Related Topics

• Expense Commitments and Budget Validation
• Budget vs. Actual Calculations
• Guidelines for Importing Transactions Using CSV Files
• Budget Dashboard
• Budget vs. Actual Workbook

General Notices