How Requisition Approvals Based on Budgetary Control Are Routed

Funds override is approved as part of the document approval process, using the override rules set up for the control budget. Your organization sets up approval rules for requisitions using the Manage Requisition Approvals task, in the Approval Management functional area.

The override approver for the requisition is identified automatically, based on the setup for the control budget, and added to the end of the approvers list. Use the Manage Approvals action in the Edit Requisition page to see the override approver added to the approver list. The funds override, or reservation of funds, occurs after all approvals are secured.

View the Reserved Funds in the Requisition

You can see whether funds override is approved on the requisition.

1. The Funds Status displays the value: Reserved.

2. Click Reserved to open the Funds Reservation: Requisition dialog.

3. The dialog displays the message, "Override was taken."