Budget Checking Requisitions - 4a
Purpose: Use this document as a reference for budget checking requisitions in ctcLink.
Audience: Purchasing staff
Budget checking can be accomplished one requisition at a time or in batch. The following instructions refer to the batch processing method and will budget check all requisitions in Approved status. Refer to the Fundamentals QRG titled Running Reports, Jobs, and Queries for additional information about running jobs (generally) in ctcLink.
Navigation: Main Menu > Purchasing > Requisitions > Budget Check
Budget checking Requisition in Batch
- Enter an existing Run Control ID or click the Add a New Value tab on the Requisition Budget Check page to add a new value.
- Enter a meaningful Run Control ID for the accounting entry creation process in the Run Control ID field.
Note: A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process that you are running. The Run Control ID defines parameters that are used when a process is run. These parameters ensure that when a process runs in the background, the system does not prompt you for additional values.
- Click the Search button.
- Use the Budget Check page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.
- Use the Process Frequency drop-down button to select the ‘Always’ option.
- Enter a short description in the Description field.
- Enter or select the appropriate business unit in the Business Unit field.
- Additional fields can be used to narrow down the processes from ALL to a specific group of transactions or just one transaction.
- Click the Save button and then click Run.
- Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.
- If applicable, use the Server Name drop-down button to select a processing server for the request.
Note: You can leave the Server Name field blank.
- Click the OK button.
Note: A Process Instance number appears. This number helps you identify the process you have run when you check its status.
- Click the Process Monitor link.
- Use the Process List page to view the status of submitted process requests.
Note: The process has finished successfully when the Run Status column indicates ‘Success.’