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WS: 43: FAQ Budget Checking in Procurement (Doc ID 1508319.1)

Last updated on JUNE 22, 2017

Applies to:

JD Edwards World Procurement - Version A7.3 cume 4 and later
Information in this document applies to any platform.

Purpose

To document the frequently asked questions about budget checking in procurement.

Questions and Answers

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In this Document
Purpose
Questions and Answers
 Question 1: Sometimes orders with credit lines go on hold, other times they do not. Why is this?
 Question 2: Why do cancelled credit lines sometimes go on budget hold?
 Question 3: Changes to what fields will cause a line to be reevaluated for budget hold?
 Question 4: If changing the budget amount, is there a batch process to reevaluate all orders, and release holds that no longer apply?
 Question 5: Should you check the budget when you create a requisition or when you release the requisition to create a purchase order?
 Question 6: Why isn't budgeting done on a global basis?
 Question 7: Why isn't budget checking done on an order basis instead of at the line level?
 Question 8: How are amounts on lines with the same account number accumulated?
 Question 9: The budget approver has released budget holds so that the commitments are now over the amount stated in the budget. How will budget checking now work?
 Question10: How does Budget Method 1 function?
 Question 11: Why are accounts with a subsidiary of 9999 not displayed on the Budget Comparison screen (P432121)?
 Question 12: Where does the Person Responsible (HORPER) value default from on budget hold records in the F4209?
 Question 13: Can budget checking be performed against accounts for which the Level of Detail (LOD) is < 5?
References

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