Perform Purchase Order Budget Pre-Check
Purpose: Use this document as a reference for performing a budget pre-check on a purchase order in ctcLink.
Audience: Purchase Order creators and budget-checkers
You must have at least one of these local college managed security roles:
- ZD Accounts Payable Inquiry
- ZD Purchasing Inquiry
- ZZ Purchase Order Entry
- ZZ Purchasing Approval
You must also set these User Preference Definitions:
If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.
Perform Purchase Order Budget Pre-Check
Note: Purchase Order must be created and saved before the Budget Pre-Check icon/button can be seen. Budget Pre-Check status will be "Not Chk'd" before Pre-Budget Check is run.
Navigation: Purchasing > Purchase Orders > Add/Update POs
- The Purchase Order page displays.
- Select the Find an Existing Value tab.
- The Find an Existing Value tab displays.
- Enter Business Unit.
- Enter additional Search Criteria to identify your purchase order.
- Select Search.
- The Maintain Purchase Order page displays.
- Select the Budget Pre-Check icon.
- Verify Budget Status changes to "Prov Valid".
- Note: If errors are found, Budget Status shows "Error". Fix error as needed and try again.
- Select Save.
- The Budget Pre-Check is done successfully. The PO is ready to be submitted for Approval and Budget Check.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
View Tutorial via Panopto
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