Budget Checking at Account Level Only in My Portal
The Budget check in MyPortal is now available at account level only. To access this functionality version 5.1.3.20 and V6.0.0.20.
Once the software version is 20 or higher the budget check can be set up by the system administrator following the steps below.
MyPortal
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Log into MyPortal as PSFADMIN/CUSTADMIN and select Settings > Portal Setup > Purchase Settings and then, the posting tab.
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Check the Budget Check just for Accounts box.
Accounting
You can add the BUDGETCHECK setting in IRIS Financials.
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Go to Masters > Index Types.
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Select the Index BUDGETCHECK.
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Set to show as Nominal Type and a closed set (see below).
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Create an index value of INCLUDE in the Closed set (accessed via Define Set) .
- Once the index has been created, browse to Masters > Nominals and highlight the nominal you want the budget to be calculated at account level only for.
- Select the Indices tab and highlight the BUDGETCHECK index and select INCLUDE from the drop down list.
Placing an Order
Once the two steps above have been completed, the budget check screen in MyPortal will now have the nominals with INCLUDE set in the index tab.
The budget will still be checked at period, year to date or full year level as selected previously.