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Budgeting in Sun: Setup (BUL) |
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Sun Documentation -
General Ledger
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Page 2 of 3 Setting Up Expenditure and Commitment Checking
Note: Commitment checking is only available if you are using the Purchasing module in SunSystems Order Fulfilment.
The following steps are required to establish expenditure and commitment checking in SunSystems Financials: 1. Create the tables required to hold the budget ledgers, using Optional Ledger Tables (OLT).
2. Label the budget ledgers using Budget Labels (BUL).
3. In Business Unit Setup (BUS), enter the following details to identify the budget ledgers that are used to hold the budget and commitment values: - Primary Budget Ledger Code
- Purchase Commitment Ledger.
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4. In Purchase Business Setup in Order Fulfilment, set the following details: - Budget Ledger - this should be the same as the Primary Budget Ledger code above
- Commitment Ledger - this should be the same as the Purchase Commitment Ledger code above
- Commitment - set this to determine whether a commitment is raised for an order when the order is entered or confirmed
- Over Expenditure Check - set this, and any tolerance percent or amount, to apply expenditure checking to purchase invoices entered into Purchasing
- Over Commitment Check - set this, and any tolerance percent or amount, to apply commitment checking on purchase orders entered into Purchasing.
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5. In Ledger Setup (LS), set the Over Expenditure Check field to apply expenditure checking during Ledger Entry and Ledger Import.
6. Using Budget Check Setup (BCS) define the budget checking rules to link actual accounts to the budget accounts that contain the allocated budget values.
Note: To include any committed expenditure in the expenditure checking process, set the Commitment Increment flag for a budget check. This, in effect, performs commitment checking at a budget account level.
7. Enter the budget values using any of the ledger transaction input facilities: Change to the budget ledger using Change Budget (CB).
Use Ledger Entry (LE), Ledger Import (LI) or Corporate Allocations to post the budget values.
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Sun Documentation 
