Create a purchase order governed by budget
Use this procedure to create a purchase order that is checked for available budget.
Review the budget control configuration
- Go to Budgeting > Setup > Budget control > Budget control configuration.
- Select the Budget funds available tab.
- Select the Documents and journals tab.
- Select the Define budget control rules tab.
- Select the Define budget groups tab.
- Close the page.
Create a purchase order
- Go to Procurement and sourcing > Purchase orders > All purchase orders.
- Select New.
- In the Vendor account field, enter or select a value.
- Expand the General FastTab.
- In the Accounting date field, set the date.
- Select OK to close the dialog and open your new purchase order.
- On the Purchase order lines FastTab, select Add line from the toolbar to add a new line and then fill out the line as needed to add an item to the order.
- On the Purchase order lines FastTab toolbar, select Financials > Distribute amounts.
- In the Ledger account field, specify an account.
- Close the page.
Perform budget checking
- Continue working with the purchase order you just added a line to.
- On the Purchase order lines FastTab toolbar, select Financials > Perform budget checking.
- On the Purchase order lines FastTab toolbar, select Financials > Budget check errors or warnings.
- The Budget check errors or warnings dialog opens. Check the results of the check and then select Close to close the dialog.
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