Navigation: Purchasing > Purchase Orders > Budget Check Purchase Orders

1. The PO Budget Check Request search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA040_PO_BUDGET_CK (College, Process).
3. The Budget Check Purchase Order page displays.
4. Select the Process Frequency radio button to the Always option.
5. Enter the desired information into the Description field. 
6. Update the Business Unit drop down arrow from 'ALL' to 'Value'. The Business Unit lookup search box displays.
7. Enter or lookup local Business Unit.  
8. Optional to select the value for the PO ID field:
   • All:  Select to budget check all purchase orders.
   • Range:  Displays the From/To fields. Budget checks all purchase orders for which creation dates fall within the dates specified in the From/To fields.
   • Value:  Displays the PO ID field. Budget checks purchase orders for the PO ID listed in the PO ID field.
9. Optional to select a value for the PO Date field:
   • All:  Select to budget check all purchase orders.
   • Range:  Displays the From/To fields. Budget checks all purchase orders for which creation dates fall within the dates specified in the From/To fields.
   • Value:  Displays the PO Date field. Budget checks purchase orders for which creation dates match the date specified in the PO Date field.
10. Keep all others field values as defaulted.
11. Select the Run button. The Process Scheduler Request page will display. Please refer to the Process Schedule Request steps for further instructions.

10. The Process Scheduler Request window displays, select the OK button to run the process. The Budget Check page will redisplay.
11. On the Budget Check page, make note of the Process Instance number appears.
12. Select the Process Monitor link. For more information, please refer to QRG Process Scheduler/Process Monitor.
13. Select the Report Manager link. For more information, please refer to the Report Manager steps for further instructions.