EnglishOperating ScenariosPurchasingPR line does not match a budget line

PR line does not match a budget line

Over a threshold

Situation

Budget control is on but a PR line finds no budget line.

Recommendation

Tag the PR line with account / cost center / category.

Why

The budget gate matches PR lines to budget lines by dimension; a line missing dimensions cannot be matched and so cannot be controlled.

Steps

  1. Open the PR.
  2. Set account, cost center or category on each line.
  3. Submit again.

Avoid

  • Turn off budget control so the PR passes.

Roles & permissions

PR requester; budget controller.