Running the Budget Checking Request Process


In this topic, you will learn how to run the process request for budget checking.


Steps:

  1. Begin by navigating to the Budget Check page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Accounts Payable menu.

    Step 2

  3. Click the Batch Processes menu.

    Step 3

  4. Click the Vouchers menu.

    Step 4

  5. Click the Budget Check menu.

    Step 5

  6. The Run Control ID is an identifier that, when paired with your login credentials, uniquely identifies the process you are running and defines the parameters that are used when a process is run. These controls can be saved for quick use during day-to-day activities.

    Step 6

  7. Enter the desired information into the Run Control ID field.

     

    Enter "BUDGET_CHECK".

    Step 7

  8. Click the Search button.

    Step 8

  9. Currently, there are no run controls established for "BUDGET_CHECK", so let's create one.

    Step 9

  10. Click the Add a New Value tab.

    Step 10

  11. Click the Add button.

    Step 11

  12. Use the Budget Check page to enter the request parameters. These parameters will be used to define rules and data when running a process.

    Step 12

  13. Click the Process Frequency list.

    Step 13

  14. Click the Always Process list item.

    Step 14

  15. Enter the desired information into the Description field.

     

    Enter "Budget Check".

    Step 15

  16. Click the Look up Transaction Type (Alt+5) button.

    Step 16

  17. Click the AP_ACCTDSE link.

    Step 17

  18. Click the Field Name list.

    Step 18

  19. Click the Business Unit list item.

    Step 19

  20. Enter the desired information into the From/To field.

     

    Enter "USC01".

    Step 20

  21. Click the Run button.

    Step 21

  22. Use the Process Scheduler Request page to enter or update parameters, such as server name, output format, etc.

    Step 22

  23. Click the Server Name list.

    Step 23

  24. Click the PSUNX list item.

    Step 24

  25. Click the OK button.

    Step 25

  26. Notice that a unique Process Instance number has been assigned for identification purposes.

    Step 26

  27. Click the Process Monitor link.

    Step 27

  28. Use the Process List page to view the status of submitted process requests.

    Step 28

  29. The current Run Status of a new process request is "Queued". It will eventually process, and should result in a final status of "Success".

    Step 29

  30. Click the Refresh button.

    Step 30

  31. Notice the status is now "Success".

    Step 31

Congratulations, you successfully learned how to run the process request for budget checking.

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