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Former Member

Budget availability control - year to date check

Dear Experts

I am new to this topic, is it possible to create an availability check like below :

1. Period 1 to 12, each month has available budget of $10.

2. Assume no budget consumption before, user raised a PR of $60 on period 7 (delivery date), system check available budget of period 1 to 7, total available is $70, so available check pass.

3. Another PR of $30 raised on period 5 (delivery date), system check available budget of period 1 to 5, total $50, but PR in period 7 already consumed $60 out of $70, so the maximum available for period 5 is $10, so availability check should be failed.

Thank you.

Roger

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1 Answer

  • May 12, 2014 at 10:25 AM

    Hi,

    Technically, it could be feasible. You have to introduce 'budget period' as FM object and put your budget on this assignment along with other FM objects (fund centre, commitment item, etc.) By this, you will achieve control on monthly level.

    Now, for the more tricky part of cumulative control, I believe, you will be able to achieve this with 'cover eligibility' functionality, creating a pool, which would check budget in budget periods, which are equal/below the month of the posting.

    Regards,


    Eli

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