In this topic you will learn how to Budget Check a Requisition.
Under the Requisitions section, click the arrow to the left of the Line 3 Req ID Information field.
This will display the Request Lifespan which graphically shows where the requisition is in the process. When there are colored icons, it indicates the stage has been completed. In this example, Requisition and Approvals are in color. The other icons are grayed out indicating that the requisition has not been sourced to a PO yet. This is because the requisition still needs to be Budget Checked successfully before it can be sourced to a PO.
Above the Request Lifespan section, on the right side of the page you will see the "Select Action" option box and the Go button.
The available actions are:
Approvals - to view the approvals for the requisition
Cancel - to cancel the requisition
Check Budget - to run the budget check process
Copy - to create a copy of the requisition
Edit - to open the requisition for editing
View Print - to print the requisition
The system will process the Budget Check. Notice that the processing icon spins in the top right corner of the screen. Once the process is completed, the Budget Status will change to Valid, Warning, or Error.
Now that the status of the Budget Status is Valid, the requisition is available to be sourced to a Purchase Order.
This completes Budget Check a Requisition.