Using Budget Validation in Transactions

Budget validation works with the following transactions:

• Purchase orders

• Vendor bills

• Purchase requests (for the Employee Center role)

The following budget validation fields appear in the following transaction pages:

• Budget Date -Shows the start date of the budget period.

• Budget Period -Shows the budget period in which the transaction is accounted. The SuiteApp works only with the budget method calendar months budget method.

• Budget Status Message -Shows the message indicating whether the transaction is within the budget or exceeding the budget.

• Last Budget Check -Shows the timestamp when the budget was last updated or validated.

When a custom budget matches the combination of budgeting year, segments, and account, values appear in the following columns of the Expenses and Items subtabs:

• Budget Amount – Shows the budget amount set in the custom budget.

• Budget Warning – Shows the budget warning set in the budget control record selected in the custom budget.

• Budget Control Link – In View mode, this column provides a link to the budget control record.

• Consumed Amount – Shows the amount of budget consumed, including all amounts from all posting transactions that meet budget criteria. (To exclude a transaction, you must customize "Budget Transaction Consumed Amount" search "status" filter criteria.)

General Notices