Requisition Budget Query

Toolbar and menu

Field	Description
Requisition group	Indicate the requisition group for which you want to display the information.
Year	Indicate the year for which you want to display the information. This is the calendar year; not your financial year.
Product class	Indicate the product class for which you want to display the information. This applies if requisition budgets are defined at At product class level (Purchase Orders Setup).
Stock code	Indicate the stock code for which you want to display the information. This applies if requisition budgets are defined At stock code level (Purchase Orders Setup). You do not have to enter a stock code when requisition budgets are defined at Product class level.

Group Approval Limits

This displays details of Purchase order Requisition user Group approval limits.

Column	Description
Requisition group	This indicates the requisition user group.
Description	This indicates the description of the Requisition group.
Product class	This only applies if Approval level checking is set to Product class within group (Purchase Orders Setup).
Next user	This indicates the code of the requisition user to whom requisitions are routed for users belonging to this group when the requisition value exceeds the maximum approval value for the group.
Max approve value	This indicates the maximum value that the system will automatically approve for all requisition users attached to this group.
User for p/order	This indicates the requisition user to which approved requisitions/requisition lines originating from users in this group must be automatically routed for purchase order creation.

Product Class

This displays details of the product class for which the budget information is displayed - see Product Classes.

Stock Code

This displays details of the stock code for which the budget information is displayed - see Stock Codes.

Budget

All values are displayed in the local currency. Foreign prices (as per the requisition) are converted to local value using the currency rate in the currency table.

Budget information is only displayed when a budget is defined.

Stores Issues and Transfers are included in the values.

Column	Description
Month	This indicates the calendar month for which the values are displayed.
Budget	This indicates the budget as defined in the Group Budgets program.
Approved	This indicates the values for the stock codes/product classes defined against a requisition and approved using the Requisition Entry program.
Actual	This indicates the requisition value of the following depending on the Requisition type (Requisition Entry Maintenance): The value of the purchase order received. This is only displayed once the purchase order/stock code is received into stock. The value of the completed stores issue (see Requisition Issues). The value of the transfer received in to the target warehouse (see Transfers). If the target warehouse receives in part of a transfer and completes the transfer, then the value received at that instance is displayed. The value is displayed against the Month of receipt under the Originator of the requisition's budget Group.
Current balance	This is the Budget value minus the Actual value.
Projected balance	This is the Budget value minus the Approved value.

Budget Graph

This displays a graphical representation of the information displayed in the Budget pane.

Notes and warnings

Restrictions and limits

This program is only available when requisition budgets are required (Purchase Orders Setup ).