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Which budget a requisition is checked against

A requisition or purchase order is checked against the budget line for its own cost centre on the procurement budget account, or a company-wide line - never another cost centre's.

  • The account is the one tagged Procurement budget on the Chart of Accounts (Posting role). Until one is tagged, account 5100 is used.
  • The line is the one for the document's cost centre in the active budget for the year; failing that, a line with no cost centre (the whole company).
  • A cost centre with neither is not budget-controlled, and the meter says so and how to add a line.
  • Accounting, Budgeting, Budget Lines lists every line with what is planned, committed, spent and still available, and a cost centre's 360 view shows its own lines.

Before this release a cost centre with no line of its own could be checked against another cost centre's line. Look at Budget Lines to see what each cost centre really has.