How You Approve a Funds Override for a Requisition or Purchase Order

As a procurement user who's a funds override approver, you're sent notifications to approve requests for insufficient funds override. Depending on your organization's approval policies, you may receive notifications for purchase requisitions or purchase orders.

Key factors affecting how you receive and act on funds override approval notifications are:

• How you're selected to approve a funds override request.

• How you check for a notification to approve a funds override.

• How you take action to approve or reject a funds override.

How You're Selected to Act on a Request

A requester or buyer can submit for approval a transaction that's subject to budgetary control, and has failed funds check due to insufficient funds. While doing so, they submit a request for an insufficient funds override.

A transaction requiring insufficient funds override approval is automatically routed to you when:

• Funds override is enabled for the control budget for the transaction.

• The override limit for the control budget hasn't been exhausted.

• You are identified as a funds override approver for the control budget.

• The required override amount for each distribution is equal to or less than your funds override approval limit.

How You Check for a Notification

You can see the notification from your Oracle Cloud Applications home page.

1. In the global header area, click the Notifications icon.

2. In the Pending Notifications dialog, you can see the notification title in a list of your notifications.

   • For example, Action Required: Approve Purchase Order 123.

   • You can also see the requester's name on the notification row.

How You Take Action on a Request

If you need no additional information to act on the insufficient funds override request, you can take action directly on the Pending Notification dialog. Click either the Reject or Approve button associated with the notification line.

If you need additional information before you act on the funds override request, click the notification title link. On the approval dialog that opens, you can see information such as:

• A warning message stating, "This document failed funds check. A funds override is requested."

• Instruction text stating, "Enter any reasons for rejection, questions, or approval notes in the comments region."

• A section displaying the notification details, such as: The requester or buyer name, the transaction amount, and the justification for the insufficient funds override request.

• Additional sections with the transaction details, including funds status.

To act on the insufficient funds override request from the approval dialog, you can click either the Approve or Reject button.

Once all approvals for a transaction are secured, including your funds override approval, the funds are reserved for the transaction.