(Right click on the request line / budget)

It’s a budget control with your request.

You can do comparison between the request amount and the Budget entry. 

• If you have nothing on this screen (Budget inquiry) , it’s because of your parameters :
• Budget  Parameter values
• Budgets
• Budget versions

 First, put the request without signature (it’ll be more simple to visualize the request budget):

Parameters > General parameters > Parameters values:

ACH Purchasing

Folder: DEMOPRM

Right click on APP Signature management / Detail: and inform all the value as follows:

• APPPOC               Manage Signatures – Contracts                   No
• APPPOH               Manage Signatures – POs                           No
• APPPSH                Manage Signatures – PRs                          No
• POHAPPCLE          Close ord. if signature refus.                       No
• PSHAPPCLE          Close purchase req. if Signature refus.         No
• PSHAPPHEA          Signatures on purchase req. header            Yes
• PSHCMMLEV         Release pre-commitments                          upon creation

OK and Save

Still on Parameters > General parameters > Parameters values:

Go to BUD Budgets / Folder / your folder (DEMOPRM for instance) and select Detail:

Right click on CMM Budget control

And inform the values as follows:

• BUDAMT               Budget Control by Amount          Yes
• BUDCMM              Include Commitments                   Yes
• BUDCMMPRP         Include Pre-commitments           Yes
• BUDCNTCMM         Commitment Control Type          Holding
• BUDCNTPRP          Pre-commitment Control Type  Holding
• BUDCTLPOH          Complete PO Budget Control     Yes
• BUDCTLPOL           PO Line Budget Control                 Yes
• BUDCTLPSH           Complete PR Budget Control      Yes
• BUDCTLPSL            PR Line Budget Control                  Yes
• BUDPRCAMT           % Tolerance - Amount                   0
• BUDPRCQTY           % Tolerance - Quantity                  0
• BUDQTY                 Budget Control by Quantity         Yes
• BUDTYPCUR           Budget Conversion Rate Type    Daily Rate
• BUP1                     Controlled budget 1                        BO1 (=the budget code)
• BUP2                     Controlled budget 2       
• BUP3                     Controlled budget 3       
• BUP4                     Controlled budget 4       
• BUP5                     Controlled budget 5       
• BUP6                     Controlled budget 6       
• BUP7                     Controlled budget 7       
• BUP8                     Controlled budget 8       
• BUP9                     Controlled budget 9       

All must be: Yes

And don’t forget to inform: BUP1 = BO1 = Budget code

OK and Save

Check for the parameters values forlegislation.

In Parameters / Financials / Budgets / budgets:

You must have a Control Type (different of “None”): Period, annual, Sliding or accumulated.

In Parameters / Financials / Budgets / budget versions: Final must be ticked:

Be careful, do tab for Save!!

Then, you have to enter a budget: Financials > Budgets > Budget entry:

Whatever the transaction Code, inform the dates, budget, the site and the version.

And OK

And enter a budget by period for:

• The Account : 607000
• The Dimensions : SUPL-001

(Like my product, in my request) 

It’s an example.

Finally, Go to Purchasing > Requests > Requests:

Create your purchase request, with the product using the account and dimension previously entered in the budget.

Right click on the line to control the budget:

X3 inform you if your budget exceed with a message.

Oder X3 displays the budget inquiry screen:

It selects the budget code you register on the value parameters (BUP1).

On the period, for the account and Dimension concern, it displays: