9.2 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.
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.
Perform Purchase Order Budget Pre-Check
Navigation: NavBar > Navigator > 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.
- Process complete.
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