2. * The best and easiest way to avoid budget checking errors is to view the Budgets Overview inquiry page. * Budget checking actually performs two tasks: * Transaction Edit Check * Transaction Budget Check * Edit Check is performed first. If it fails, Budget Check will not happen. * Edit Check ensures that all combination edit rules are satisfied.

3. * Edit Checking rules also apply to budgets. So if you check the Budgets Overview and a budget exists, chances are you will not get an edit error. * Some transaction Chartfield Combinations do not have budgets. However, they must still have a valid budget checking status before they can be further processed. * Some transactions affect multiple commitment control ledgers. They must pass in each ledger that they affect.

4. * To view your Budget Checking error:

5. * Navigation: Commitment Control > Review Budget Check Exceptions > Purchasing and Cost Management > Requisition * Good tool for someone other than the Requester

6. This error occurred because the end date of the project has passed. It affects two ledgers groups.

7. * Common Budget Checking Errors: * Exceeds Budget Tolerance * You’re trying to spend more than the available balance of your budget. * Budget Tolerance = $0.00 * Notice which ledger group(s) you are exceeding. * A Budget Transfer can be requested to move funds from another account (e.g. 600000-Travel to 700000- Operating Expense). * Error can be overridden in rare circumstances with proper procedures and approvals.

8. * No Budget Exists * Check the chartfields to make sure each was entered correctly. * Notice the ledger group(s) where budgets must exist. * Review Budgets Overview to see what budgets do exist for the department or project. * If all chartfields are correct, request budgets from the Budget and/or Sponsored Program Administration office. * This error cannot be overridden.

9. * Budget is closed/Budget Date Out of Bounds * This usually means that the Transaction Date is not within the Start Date and the End Date of a Project/Grant. * This often affects both the PROJ_GRT and PRMST_EXP ledger groups. * Financial Accounting or Sponsored Program Administration can extend the dates of the Project/Grant, if appropriate and authorized. * This error cannot be overridden.

10. * Required Key CF is Blank * This error occurs when a chartfield that is required by the budget definition is left blank. * The transaction has passed all Combination Editing rules. * The transaction has not passed Budget Ledger Group Definitions. * This error cannot be overridden.

11. * Required Key CF is Blank