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Job Aid |
Requisitions - Budget Override
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Action |
When the requisitioner submits the requisition to workflow, the system performs a budget validation step to insure that the funds are available at that time. If the requisition fails the budget validation step, the system will return the requisition to the requisitioner’s draft carts. When a requisition is returned to the requisitioner as a cart due to a budget issue, the user must first contact the budget owner to make sure the funds can be made available and the budget increased.
If the funds are available, the user can re-submit the requisition requesting a budget override. |
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At the top of any BuyWays page, click the Action Items link. Under Orders, select My Returned Requisitions:
The Draft Carts page opens and displays all your draft carts:
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Step |
Action |
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To open a returned requisition, click the Shopping Cart Name next to the desired returned requisition.
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You should be on the Requisition Summary tab. Click the History tab to review why the cart was returned. If it is due to a budget validation error, there will be an error message explaining exactly what the budget error is and what line:
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To do the budget override, click the Requisition tab and the Accounting Codes link.
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At the Accounting Codes Header level,
Click the edit button.
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Locate the Request Budget Override column and:
Click the Select from all values... link.
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Click the drop down arrow to the right of the Hide all values... field.
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Click the Request override list item.
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Click the Save button.
The saved Accounting Codes page reflects the override request.
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Click the Comments tab and leave a note as to why you are resubmitting with the Budget Override. Ex “Per grant accountant Jane Smith, resubmit as the supplemental budget will be put in today”
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Click the Final Review tab and the Submit Requisition button.
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The Budget Override Cart has been re-submitted for Approval. |
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Congratulations! You have successfully created a Budget Override and re-submitted the request for approval. End of Procedure. |
Updated for the Phoenix View, 01.08.14
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Tags: action when, step action, budget, requisitions, action, override