Redwood: 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.

Using this feature, you can see how much of your budget is available for future purchases, making it easier to plan and prioritize orders. It also helps you avoid overspending and keeps your spending within approved limits.

To view the results of the funds check operation, you can select the View details link.

Purchase Order Funds Check

Funds Check Results Budget View

This feature lets you check whether your budget has sufficient funds before submitting a purchase order for approval. Once the funds check passes, you can reserve funds for your transaction according to your business unit’s reservation settings.

Steps to enable and configure

If you haven't enabled Redwood for Purchasing, see the Getting Started with Redwood in Purchasing topic on the SCM Resource Center in Customer Connect.

Tips and considerations

The transaction view in the funds check result details has been updated to show a tabular format.

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.