Answer

If you are getting an Over Budget message when posting sessions, but you would like to turn off the notification then follow the steps below.

  1. Go to Organization>Set Up Modules>Budget>Primary Budget Controls.

  2. On the Controls tab uncheck the box, Check Available Budget During Posting.

Additional Information

This check box is used to activate the following features, which are applied to the Primary Budget Version: posting options, a method to compare actual amounts being posted, and account types.

  • Posting Options - Warn Before Posting or Prevent From Posting: When over budget, the system either prevents the transaction from being posted (Prevent From Posting) or it displays a warning message (Warn Before Posting).

  • Method - Period to Date or Total Budget: The system can compare actual expenses to either a "Total Budget" or a "Period to Date" budget when determining whether a budget item exceeds the available budget. We recommend using the Period to Date option, because if the current transaction is over budget, the system uses the latest date as the end date.

  • Account Types - Expense Only, Revenue Only, Revenue & Expense, or All Available Accounts: Select the General Ledger account types for the system to check. The system applies these options when posting a session (Activities>Manage Sessions>Post Transactions) or when entering transactions online (Transactions menu) in the system. The posting process automatically checks each line of a transaction for a sufficient budget amount before completing the post.

Although this feature is entirely optional, if Check Available Budget During Posting is not selected, the system does not check budget items when transactions are posted.

Article Type
Product Info
Product Line
MIP Fund Accounting
Product Module/Feature
Budget
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