View Budget Details with Funds Check Results

The funds check result details have been updated to include a Budget view that displays control budget details, such as total budget, total consumed from the budget, budget balance, and other relevant information.

Funds Check Results Details - Budget View

Funds Check Results Details - Budget View

This feature allows you to see how much of your budget is available for future purchases, which aids in planning and prioritizing procurement requests. It also helps you proactively avoid overspending and ensures that expenditures remain within approved limits.

Steps to Enable and Configure

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

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). 
  • Review Budget Impact (XCC_REVIEW_BUDGET_IMPACT_PRIV). 

These privileges were available prior to this update.