Budget Button

A budget button

displays in the Check Budget item on the Dashboard and on tabs that display for the PO Processing snap-in. The button allows you to view and print the budget details associated with an expense code (month-to-date and year-to-date).

Click the Budget or Check Budget button. The system displays a pop-up or snap-in with the following information:

Month-to-Date and Year-to-Date budget amounts with
Open Purchase Orders to be subtracted

Open Purchase Orders to be subtracted

Current Invoice totals to be subtracted

Current Journal Entries to be subtracted

Current Shipments* to be subtracted

The above subtractions total to New Amount, which is subtracted to show the Remaining amount in the budget.

In addition, the pop-up includes a percentage graph with Month-to-Date and Year-to-Date percentages.

* NOTE that Shipments appear in the snap-in only when the Budget global policyJournal Entries affect the budget is checked and the user has a valid Inventory Valuation license.

Note

New Amount shown in the graph reflects a purchase order that is displayed prior to the PO being saved by you. The Pending amount reflects all purchase orders that are pending approval from another user. New Amount is separated out from the Pending budget items so that you can see the amount of the new purchase order vs. the total of the pending purchase orders.

Click Print to print a copy of the data. A print dialog box displays.
Use the dialog box to complete printing.
Click More info… to display criteria affecting the Remaining and the percentage graphs.
Click OK to close the pop-up.
Click Close.