Budget Control Methods

There are three different places that blocking, warning, or authorization can be established:

1. Global Budget Control by GL General Information.
2. Blocking or Warning by Individual Org Key.
3. Blocking or Warning by Individual Account Number.

Alerts

When setting up a budget to check the availability of funds for transactions, there are three types of budget alerts available.

• Blocking will force budget to be available before a set can be created or distributed.
• Warning will cause a message that identifies which account numbers do not have sufficient budget available to process a transaction but will allow the set to be created and posted (as long as there are no other problems).
• Authorize will cause a Warn that must be cleared through a Workflow authorization. Common code GLBU/APPROVE will activate this feature along with a valid Workflow model.