Check Funds from the Requisition Details Page

You can now check for funds availability while on the Requisition Details page. You can also view the details of the outcome. Such details include which control budgets are impacted by your purchase, details of the control budget, and what caused a funds check availability failure.

Check Funds Menu Entry

Check Funds Menu Entry

Check Funds Results

Check Funds Results

Check Funds Results Details - Transaction View

Check Funds Results Details - Transaction View

Steps to Enable and Configure

You don't need to do anything to enable this feature.

Tips And Considerations

If you have the "View Requisitions - All" privilege, you can check the funds for any requisition that you have access to.

Key Resources

Access Requirements

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

  • Check Funds (XCC_CHECK_FUNDS_PRIV). 
  • View Funds Available Balance (XCC_VIEW_FUNDS_AVAILABLE_PRIV). 

These privileges were available prior to this update.