View Detailed Funds Check Results

In addition to checking for funds availability while creating a requisition in the Responsive Self-Service Procurement application, you can now view the outcome details. Such details include which control budgets are impacted by your purchase, details of the control budget, and what caused a funds check availability failure.

Funds Check Results (Failed) with Details

Using the feature, you can determine which control budgets are impacted by your purchase, what caused the failure, and possible remedies. For example, if the failure was due to insufficient funds in the budget, you can follow up with the budget manager to know when funds will be made available. If the failure was due to the impacted control budget's period not being open, you can double-check the budget date you provided for the relevant requisition line.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

If you want to use the View Detailed Funds Check Results feature, then you must opt in to its parent feature: Procure Goods and Services Using the Responsive Self Service Procurement Application. If you’ve already opted in to this parent feature, then you don’t have to opt in again.

Tips And Considerations

• The option to check funds on Requisitions is only displayed if you have the XCC_REQUEST_BUDGETARY_CONTROL_OVERRIDE_PRIV privilege. 

Key Resources

• To know more about how to use the Responsive Self Service Procurement application, refer to the Procure Goods and Services Using the Responsive Self Service Procurement Application readiness training.

• To know how to provide the required privileges to your requesters to use your own configured role instead of the Requisition Self Service User role, refer to the How You Configure Roles for the Responsive Self Service Procurement Application topic.

• To learn more about how funds are reserved for requisitions, refer to the How Funds Are Reserved for Requisitions topic.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Manage Requisition with the Responsive Self Service Procurement Application (POR_MANAGE_REQ_WITH_PWA_PRIV)
• View Funds Available Balances (XCC_VIEW_FUNDS_AVAILABLE_PRIV)

These privileges was available prior to this update.