<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000022" xml:lang="en">
   <Header>
      <Title>Purchase budget control</Title>
      <Keyword type="header" order="d1e1595562">
         <Level1>Purchase budget control</Level1>
      </Keyword>
      <Keyword type="header" order="d1e1595565">
         <Level1>Purchase requisition</Level1>
         <Level2>budget control</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1595570">
         <Level1>Purchase order</Level1>
         <Level2>budget control</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1595575">
         <Level1>Purchase receipt</Level1>
         <Level2>budget control</Level2>
      </Keyword>
   </Header>
   <AimSection ID="aim_procurement_budget_control">
      <Paragraph>You can use budget control to check purchase transactions
		against available budgets.</Paragraph>
      <Paragraph>For purchase requisitions, orders, and receipts, you can specify
		if, how, and when budget checks must be executed.</Paragraph>
   </AimSection>
   <Note>
      <SectionTitle>Note</SectionTitle>
      <Paragraph>To implement budget control, select the <GUIRef href="/baanerp/tc/com/tccom0100s000#tccom000.bgci" role="manual">Budget Control</GUIRef> check box in the <GUIRef href="/baanerp/tc/com/tccom0100s000" role="session">Implemented Software Components (tccom0100s000)</GUIRef> session.</Paragraph>
   </Note>
   <GeneralSection>
      <Paragraph>After the available budget is checked, budget transactions are
		generated in the <GUIRef href="/baanerp/tf/bgc/tfbgc4500m000" role="session">Budget Transactions (tfbgc4500m000)</GUIRef> session and budget
		balances are updated in the <GUIRef href="/baanerp/tf/bgc/tfbgc3500m000" role="session">Budget Balances (tfbgc3500m000)</GUIRef> session.</Paragraph>
      <List>
         <ListIntro>These budget transactions are generated:</ListIntro>
         <ListItemHead>Purchase requisitions</ListItemHead>
         <ListItem>Generates budget transactions of the <GUIRef href="/baanerp/tf/domains/bgc.trtp#commitment" role="option">Commitment</GUIRef> type and updates the <Link href="/baanerp/tf/glossary/glossary#000530" role="glossary">commitments</Link> budget balance.</ListItem>
         <ListItemHead>Purchase orders</ListItemHead>
         <ListItem>Generates budget transactions of the <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef> type and updates the <Link href="/baanerp/tf/glossary/glossary#000531" role="glossary">encumbrance</Link> budget balance.</ListItem>
         <ListItemHead>Purchase receipts</ListItemHead>
         <ListItem>Generates budget transactions of the <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef> type and updates the expense budget
		  balance.</ListItem>
      </List>
      <Paragraph>If a budget check fails, a budget exception is applicable that
		must be resolved before the relevant purchase procedure can
		continue.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Budget control master data</SectionTitle>
      <Paragraph>Before purchase transactions can be checked against available
		budgets, you must set up the budgets.</Paragraph>
      <List>
         <ListIntro>For more information, refer to:</ListIntro>
         <ListItem>
            <Link href="/baanerp/tf/onlinemanual/000583" role="manual">To set up budget control data</Link>
         </ListItem>
         <ListItem>
            <Link href="/baanerp/tf/onlinemanual/000584" role="manual">To set up budget policy data</Link>
         </ListItem>
         <ListItem>
            <Link href="/baanerp/tf/onlinemanual/000585" role="manual">To maintain budget amount details</Link>
         </ListItem>
      </List>
      <Paragraph>To check and update budgets for purchase requisitions, purchase
		orders, and purchase receipts, specify these fields in the <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000" role="session">Budget Control Policy (tfbgc0110m000)</GUIRef> session:</Paragraph>
      <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
         <TBODY noTR="5">
            <TR no="1" isLast="false">
               <TD rowspan="1" colspan="1"> 
                  <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000#bgc.pur.req" role="groupbox">Purchase Requisitions</GUIRef> tab</TD>
               <TD rowspan="1" colspan="1"> 
                  <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000#bgc.pur.orders" role="groupbox">Purchase Orders</GUIRef> tab</TD>
               <TD rowspan="1" colspan="1"> 
                  <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000#bgc.receipts" role="groupbox">Receipts</GUIRef> tab</TD>
            </TR>
            <TR no="2" isLast="false">
               <TD rowspan="1" colspan="1">
                  <Link href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.prca" role="formfield">Check Available Budget</Link>
               </TD>
               <TD rowspan="1" colspan="1">
                  <Link href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.poca" role="formfield">Check Available Budget</Link>
               </TD>
               <TD rowspan="1" colspan="1">
                  <Link href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.rcca" role="formfield">Check Available Budget</Link>
               </TD>
            </TR>
            <TR no="3" isLast="false">
               <TD rowspan="1" colspan="1">
                  <Link href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.prcu" role="formfield">Requisition Check Available Budget upon</Link>
               </TD>
               <TD rowspan="1" colspan="1">
                  <Link href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.pocu" role="formfield">Purchase Order Check Available Budget upon</Link>
               </TD>
               <TD rowspan="1" colspan="1">
                  <Link href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.rccd" role="formfield">Receipts Budget Check Date</Link>
               </TD>
            </TR>
            <TR no="4" isLast="false">
               <TD rowspan="1" colspan="1">
                  <Link href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.prcd" role="formfield">Requisition Budget Check Date</Link>
               </TD>
               <TD rowspan="1" colspan="1">
                  <Link href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.pocd" role="formfield">Purchase Order Budget Check Date</Link>
               </TD>
               <TD rowspan="1" colspan="1">-</TD>
            </TR>
            <TR no="5" isLast="true">
               <TD rowspan="1" colspan="1">-</TD>
               <TD rowspan="1" colspan="1">
                  <Link href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.poit" role="formfield">Purchase Order Include Tax</Link>
               </TD>
               <TD rowspan="1" colspan="1">-</TD>
            </TR>
         </TBODY>
      </TABLE>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Budget account distribution (BAD)</SectionTitle>
      <Paragraph>The available budget for a purchase requisition line, order
		line, or receipt line can only be checked if a correct budget account
		distribution (BAD) is linked to the line. The generated or defaulted BAD is
		used to link the purchase transaction to the applicable budget.</Paragraph>
      <List>
         <ListIntro>The following are required to generate a BAD:</ListIntro>
         <ListItemHead>Financial company</ListItemHead>
         <ListItem>The financial company is determined based on the
		  requisition/order's <GUIRef href="/baanerp/td/pur/tdpur2501m000#tdpur200.cofc" role="manual">Purchase Office</GUIRef> field. If no purchase office is
		  specified, ERP Enterprise cannot
		  generate a BAD and check the budget.</ListItem>
         <ListItemHead>Ledger account and dimensions</ListItemHead>
         <ListItem>The ledger account and dimensions are determined based on the
		  requisition/order line's <GUIRef href="/baanerp/td/pur/tdpur2502m000#tdpur201.glco" role="manual">General Ledger</GUIRef> field. If no general ledger is
		  specified on the line, a default ledger account and default dimensions are
		  retrieved from the <GUIRef href="/baanerp/tf/gld/tfgld4573m000" role="session">Mapping Scheme (tfgld4573m000)</GUIRef> session.</ListItem>
         <ListItemHead>Budget check date</ListItemHead>
         <ListItem>The check date is defaulted from the <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000" role="session">Budget Control Policy (tfbgc0110m000)</GUIRef> session for the relevant document
		  type.</ListItem>
         <ListItemHead>Quantity</ListItemHead>
         <ListItem>A total quantity that must be equal to the line's ordered or
		  received quantity. Therefore, the percentage in the BAD must be equal to
		  100.</ListItem>
      </List>
      <List>
         <ListIntro>On the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the following sessions, click <GUIRef href="/baanerp/td/pur/tdpur2502m000#budget.account.distr" role="manual">Budget Account Distribution</GUIRef> to start the <Link href="/baanerp/tc/bgc/tcbgc1100m000" role="session">Budget Account Distribution (tcbgc1100m000)</Link> session, in which you can view and modify
		  the generated BAD:</ListIntro>
         <ListItem>
            <GUIRef href="/baanerp/td/pur/tdpur2502m000" role="session">Purchase Requisition Lines (tdpur2502m000)</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/td/pur/tdpur2502m100" role="session">Prepare Conversion Purchase Requisition Lines (tdpur2502m100)</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/td/pur/tdpur4101m000" role="session">Purchase Order Lines (tdpur4101m000)</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/td/pur/tdpur4101m200" role="session">Purchase Order Line Details (tdpur4101m200)</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/td/pur/tdpur4106m000" role="session">Purchase Receipts (tdpur4106m000)</GUIRef>
         </ListItem>
      </List>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>If, for example, a purchase requisition line is converted to a
		  purchase order line, the BAD from the requisition line is defaulted and linked
		  to the purchase order line.</Paragraph>
      </Note>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>To check and update the available budget</SectionTitle>
      <Paragraph>When the budget is checked for a line, the budget check can
		fail. In this case, the <GUIRef href="/baanerp/td/pur/tdpur2502m000#tdpur201.bgxc" role="manual">Budget Exception</GUIRef> check box can be selected in the
		applicable session. If this check box is selected, the budget exception must be handled before
		you can continue with the purchase procedure.</Paragraph>
      <List>
         <ListIntro>However, the <GUIRef href="/baanerp/td/pur/tdpur2502m000#tdpur201.bgxc" role="manual">Budget Exception</GUIRef> check box is only selected if the
		  following are applicable:</ListIntro>
         <ListItem>Insufficient budget is available for the checked
		  line.</ListItem>
         <ListItem>The <Link href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.exbg" role="formfield">When Budget is Exceeded</Link> field is set to <GUIRef href="/baanerp/tf/domains/bgc.exbg#block" role="option">Block</GUIRef> in the <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000" role="session">Budget Control Policy (tfbgc0110m000)</GUIRef> session.</ListItem>
      </List>
      <Paragraph>To resolve the budget exception, you can, for example, change
		the line amount or the BAD. You can then manually check the budget for lines
		that have the <GUIRef href="/baanerp/td/pur/tdpur2502m000#tdpur201.bgxc" role="manual">Budget Exception</GUIRef> check box selected and have a
		correct BAD.</Paragraph>
      <List>
         <ListIntro>To check the budget, click <GUIRef href="/baanerp/td/pur/tdpur2502m000#check.budget" role="manual">Check Budget</GUIRef> on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the following sessions:</ListIntro>
         <ListItem>
            <GUIRef href="/baanerp/td/pur/tdpur2502m000" role="session">Purchase Requisition Lines (tdpur2502m000)</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/td/pur/tdpur2502m100" role="session">Prepare Conversion Purchase Requisition Lines (tdpur2502m100)</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/td/pur/tdpur4101m000" role="session">Purchase Order Lines (tdpur4101m000)</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/td/pur/tdpur4101m200" role="session">Purchase Order Line Details (tdpur4101m200)</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/td/pur/tdpur4106m000" role="session">Purchase Receipts (tdpur4106m000)</GUIRef>
         </ListItem>
      </List>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <List>
            <ListIntro>If insufficient budget is available for a line and the <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.exbg" role="groupbox">When Budget is Exceeded</GUIRef> field is set to:</ListIntro>
            <ListItem>
               <GUIRef href="/baanerp/tf/domains/bgc.exbg#continue" role="option">Continue</GUIRef>, the budget transactions are written and the
			 purchase procedure can continue.</ListItem>
            <ListItem>
               <GUIRef href="/baanerp/tf/domains/bgc.exbg#warn" role="option">Warn</GUIRef>, the user is notified about the budget shortage,
			 but the budget transactions can be written and the purchase procedure can
			 continue.</ListItem>
         </List>
      </Note>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Purchase requisitions</SectionTitle>
      <GeneralSection>
         <SectionTitle>Purchase requisition approval process</SectionTitle>
         <Paragraph>When the last approver in the external approval process
		  approves a requisition, the <Link href="/baanerp/td/pur/tdpur2600m000#tdpur200.spap" role="formfield">Spend Approved</Link> check box is selected on the requisition header. Irrespective
		  of the value of the <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.prcu" role="manual">Requisition Check Available Budget upon</GUIRef> field in the <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000" role="session">Budget Control Policy (tfbgc0110m000)</GUIRef> session, the budget check is then automatically
		  executed.</Paragraph>
         <Paragraph>If the <GUIRef href="/baanerp/td/pur/tdpur2502m000#tdpur201.bgxc" role="manual">Budget Exception</GUIRef> check box is selected for one or
		  more lines that are not rejected, the requisition cannot be approved. First the
		  budget exception must be handled. To handle the budget exception, requisition
		  lines with the <GUIRef href="/baanerp/td/pur/tdpur2600m000#tdpur200.spap" role="manual">Spend Approved</GUIRef> check box selected can be modified, as
		  well as the linked BAD. When the budget exceptions are handled for all lines
		  and the budget check is done for all lines, the requisition status changes from <GUIRef href="/baanerp/td/domains/pur.rqst#submitted" role="option">Pending Approval</GUIRef> to <GUIRef href="/baanerp/td/domains/pur.rqst#approved" role="option">Approved</GUIRef>.</Paragraph>
         <Paragraph>Budget exceptions for rejected lines can be ignored during
		  approval. The commitments for these rejected lines are reversed during final
		  approval.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Purchase requisition conversion process</SectionTitle>
         <Paragraph>Approved requisitions can be converted to a purchase order or
		  request for quotation (RFQ).</Paragraph>
         <Paragraph>If a requisition line is converted to a purchase order, the
		  requisition line's <GUIRef href="/baanerp/tf/domains/bgc.trtp#commitment" role="option">Commitment</GUIRef> transaction is reversed when the purchase
		  order line's <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef> transaction is booked. The moment of budget
		  checking and encumbrance booking, is determined by the <Link href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.pocu" role="formfield">Purchase Order Check Available Budget upon</Link> field in the <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000" role="session">Budget Control Policy (tfbgc0110m000)</GUIRef> session. If this field is set to <GUIRef href="/baanerp/tf/domains/bgc.chko#doc.entry" role="option">Document Entry</GUIRef>, the requisition commitment is reversed at the moment of
		  purchase order line entry. If this field is set to <GUIRef href="/baanerp/tf/domains/bgc.chko#doc.approval" role="option">Document Approval</GUIRef>, the check and update are done at the moment of purchase
		  order approval and, therefore, the requisition commitment is reversed when the
		  purchase order line is approved for the first time. The commitment is also
		  reversed when the generated purchase order line is deleted or
		  canceled.</Paragraph>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>The link between the requisition and the purchase order
				line is stored in the <GUIRef href="/baanerp/td/pur/tdpur2502s000" role="session">Linked Requisition Line Data (tdpur2502s000)</GUIRef> and <GUIRef href="/baanerp/td/pur/tdpur4502s000" role="session">Purchase Order Line - Linked Information (tdpur4502s000)</GUIRef> session.</ListItem>
               <ListItem>When a requisition line is converted to a purchase order
				line, the BAD is copied to the order line.</ListItem>
            </List>
         </Note>
         <Paragraph>If a requisition line is converted to an RFQ, the requisition
		  line's <GUIRef href="/baanerp/tf/domains/bgc.trtp#commitment" role="option">Commitment</GUIRef> transaction is not reversed, because budget
		  transactions are not booked for RFQs. The reversal of the commitment booking is
		  done when the generated RFQ is deleted or when it is converted to a purchase
		  contract or price book. If the RFQ is converted to a purchase order, the
		  requisition commitment is reversed when the generated purchase order line is
		  created or approved, dependent on the <GUIRef href="/baanerp/tf/bgc/tfbgc0110m000#tfbgc010.pocu" role="manual">Purchase Order Check Available Budget upon</GUIRef> parameter,
		  or when it is deleted or canceled.</Paragraph>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>The link between the requisition and the RFQ is stored in
				the <GUIRef href="/baanerp/td/pur/tdpur2502s000" role="session">Linked Requisition Line Data (tdpur2502s000)</GUIRef> and the link between the
				purchase order and the RFQ is stored in the <GUIRef href="/baanerp/td/pur/tdpur4502s000" role="session">Purchase Order Line - Linked Information (tdpur4502s000)</GUIRef> and <GUIRef href="/baanerp/td/pur/tdpur1502s000" role="session">Linked Order Line Data (tdpur1502s000)</GUIRef> sessions.</ListItem>
               <ListItem>When a purchase order line is generated from an RFQ line
				that was generated from a requisition line, the BAD of the requisition line is
				copied to the order line. The BAD can only be copied if the financial companies
				of the requisition and order are still the same.</ListItem>
               <ListItem>Converted requisitions can only be deleted if the
				requisition line's <GUIRef href="/baanerp/tf/domains/bgc.trtp#commitment" role="option">Commitment</GUIRef> budget transaction was reversed by the linked
				purchase order line or RFQ line.</ListItem>
            </List>
         </Note>
      </GeneralSection>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Purchase orders</SectionTitle>
      <GeneralSection>
         <SectionTitle>Purchase back orders</SectionTitle>
         <Paragraph>After a final receipt, the original purchase order line's <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef> transaction is reversed for the total line
		  amount. If a back order line is created, an <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef> transaction is booked for the back order
		  line amount. The original order line's BAD is copied to the back order
		  line.</Paragraph>
         <Paragraph>If the <Link href="/baanerp/td/pur/tdpur0194m000#tdpur094.cbor" role="formfield">Combine Open Backorders</Link> check box is selected in the <GUIRef href="/baanerp/td/pur/tdpur0194m000" role="session">Purchase Order Types (tdpur0194m000)</GUIRef> session, an existing open back order line can be
		  updated with a new back order quantity.</Paragraph>
         <ProcedureList>
            <ListIntro>If this is the case, the following steps are
			 completed:</ListIntro>
            <ListItem>The existing back order line becomes unapproved.</ListItem>
            <ListItem>You must manually update the linked BAD with the additional
			 quantity.</ListItem>
            <ListItem>The budget is checked.</ListItem>
            <ListItem>If no budget exception is applicable, the back order line is
			 approved again.</ListItem>
            <ListItem>The budget is checked.</ListItem>
         </ProcedureList>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>For <Link href="/baanerp/td/glossary/glossary#000331" role="glossary">potential back orders</Link>, the budget is not checked or
			 updated.</Paragraph>
         </Note>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Copied purchase orders</SectionTitle>
         <List>
            <ListIntro>The following are applicable to a copied purchase order
			 line:</ListIntro>
            <ListItem>If the line is copied from an actual purchase order line, the
			 linked BAD is also copied.</ListItem>
            <ListItem>If the line is copied from a purchase history line, the BAD
			 cannot be copied.</ListItem>
            <ListItem>If the new line's quantity differs from the quantity on the
			 original order line, the BAD is not automatically updated. You must manually
			 update the linked BAD.</ListItem>
         </List>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>You can copy purchase order lines in the <Link href="/baanerp/td/pur/tdpur4201s000" role="session">Copy Purchase Order (tdpur4201s000)</Link> session.</Paragraph>
         </Note>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Purchase return orders</SectionTitle>
         <List>
            <ListIntro>The following are applicable to a <GUIRef href="/baanerp/td/domains/pur.reto#yes" role="option">Return Inventory</GUIRef> purchase order line:</ListIntro>
            <ListItem>No budget check is executed for the return order line, only a
			 budget balance update.</ListItem>
            <ListItem>If the return order line is linked to an original purchase
			 order line or to an original purchase order receipt, the BAD of the original
			 order line is copied to the return order line.</ListItem>
            <ListItem>When the purchase receipt is confirmed, the <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef> balance is decreased with the quantity of
			 the return order line and the <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef> balance is increased. As a result, a BAD
			 must be copied or generated for the return order line.</ListItem>
         </List>
         <Paragraph>For a <GUIRef href="/baanerp/td/domains/pur.reto#rejectgoods" role="option">Return Rejects</GUIRef> purchase order line, if the <Link href="/baanerp/wh/inh/whinh0100m000#whinh000.disp" role="formfield">Inventory Disposition</Link> check box is selected in the <GUIRef href="/baanerp/wh/inh/whinh0100m000" role="session">Inventory Handling Parameters (whinh0100m000)</GUIRef> session, the above actions are also
		  applicable. However, if the <GUIRef href="/baanerp/wh/inh/whinh0100m000#whinh000.disp" role="manual">Inventory Disposition</GUIRef> check box is cleared, the
		  budget balance is not updated when rejected goods are returned. The receipt
		  expense is reversed at the moment of rejection.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Purchase additional costs</SectionTitle>
         <Paragraph>If lines with <Link href="/baanerp/fm/glossary/glossary#000047" role="glossary">additional costs</Link> must be added to a purchase order, these
		  additional cost lines are generated during the approval of the purchase order.
		  The budget check and update for these additional cost lines is always executed
		  at the moment of line entry. If the budget check fails, the <GUIRef href="/baanerp/td/pur/tdpur2502m000#tdpur201.bgxc" role="manual">Budget Exception</GUIRef> check box is selected and the <GUIRef href="/baanerp/td/pur/tdpur4101m000#tdpur401.appr" role="manual">Approved</GUIRef> check box is cleared for the line.</Paragraph>
         <Paragraph>If the purchase order is modified after approval, the
		  additional costs can be recalculated. Dependent on the <GUIRef href="/baanerp/td/pur/tdpur0100m400#tdpur000.arac.4" role="manual">Recalculation of Additional Costs</GUIRef> field in the <GUIRef href="/baanerp/td/pur/tdpur0100m400" role="session">Purchase Order Parameters (tdpur0100m400)</GUIRef> session, additional costs are recalculated
		  automatically, interactively, or not. When additional costs are recalculated,
		  first the existing additional cost lines are deleted. Next, new cost lines are
		  retrieved and added to the purchase order. For the newly added cost lines, the
		  budget check is executed.</Paragraph>
      </GeneralSection>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Purchase receipts</SectionTitle>
      <List>
         <ListIntro>In the <GUIRef href="/baanerp/td/pur/tdpur4106m000" role="session">Purchase Receipts (tdpur4106m000)</GUIRef> session, the following are applicable to a purchase
		  receipt:</ListIntro>
         <ListItem>The received quantity can be less than or more than the ordered
		  quantity.</ListItem>
         <ListItem>Various purchase receipts can be specified for one purchase
		  order line. The last receipt is the final receipt.</ListItem>
         <ListItem>The budget check and <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef> update are performed when the receipt is
		  confirmed. After confirmation, the receipt can still be corrected.</ListItem>
      </List>
      <ExampleSection>
         <SectionTitle>Example</SectionTitle>
         <Paragraph>Ordered quantity: 100</Paragraph>
         <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
            <TBODY noTR="4">
               <TR no="1" isLast="false">
                  <TH rowspan="1" colspan="1">Received qty</TH>
                  <TH rowspan="1" colspan="1">Final
				  receipt</TH>
                  <TH rowspan="1" colspan="1">Budget check</TH>
                  <TH rowspan="1" colspan="1">Budget update</TH>
               </TR>
               <TR no="2" isLast="false">
                  <TD rowspan="1" colspan="1">60</TD>
                  <TD rowspan="1" colspan="1">no</TD>
                  <TD rowspan="1" colspan="1">no, (60 is less than 100)</TD>
                  <TD rowspan="1" colspan="1"> 
                     <List>
                        <ListItem>
                           <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef>-60</ListItem>
                        <ListItem>
                           <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef>+60</ListItem>
                     </List>
                  </TD>
               </TR>
               <TR no="3" isLast="false">
                  <TD rowspan="1" colspan="1">20</TD>
                  <TD rowspan="1" colspan="1">no</TD>
                  <TD rowspan="1" colspan="1">no, (60+20=80 is less than
				  100)</TD>
                  <TD rowspan="1" colspan="1"> 
                     <List>
                        <ListItem>
                           <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef>-20</ListItem>
                        <ListItem>
                           <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef>+20</ListItem>
                     </List>
                  </TD>
               </TR>
               <TR no="4" isLast="true">
                  <TD rowspan="1" colspan="1">10</TD>
                  <TD rowspan="1" colspan="1">yes</TD>
                  <TD rowspan="1" colspan="1">no, (90 is less than
				  100)</TD>
                  <TD rowspan="1" colspan="1"> 
                     <List>
                        <ListItem>
                           <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef>-20</ListItem>
                        <ListItem>
                           <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef>+10</ListItem>
                     </List>
                  </TD>
               </TR>
            </TBODY>
         </TABLE>
         <Paragraph/>
         <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
            <TBODY noTR="3">
               <TR no="1" isLast="false">
                  <TH rowspan="1" colspan="1">Received qty</TH>
                  <TH rowspan="1" colspan="1">Final
				  receipt</TH>
                  <TH rowspan="1" colspan="1">Budget check</TH>
                  <TH width="284" rowspan="1" colspan="1">Budget update</TH>
               </TR>
               <TR no="2" isLast="false">
                  <TD rowspan="1" colspan="1">120</TD>
                  <TD rowspan="1" colspan="1">no</TD>
                  <TD rowspan="1" colspan="1">yes, for 120 pcs</TD>
                  <TD width="284" rowspan="1" colspan="1"> 
                     <List>
                        <ListItem>
                           <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef>-100</ListItem>
                        <ListItem>
                           <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef>+120</ListItem>
                     </List>
                  </TD>
               </TR>
               <TR no="3" isLast="true">
                  <TD rowspan="1" colspan="1">20</TD>
                  <TD rowspan="1" colspan="1">yes</TD>
                  <TD rowspan="1" colspan="1">yes, for 140 pcs</TD>
                  <TD width="284" rowspan="1" colspan="1">
                     <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef>+20</TD>
               </TR>
            </TBODY>
         </TABLE>
      </ExampleSection>
      <GeneralSection>
         <SectionTitle>Price and discount change after receipt</SectionTitle>
         <Paragraph>If a receipt is registered for an order line, in the <Link href="/baanerp/td/pur/tdpur4122m000" role="session">Change Price and Discounts after Receipt (tdpur4122m000)</Link> session, you can still change
		  price and discounts for the purchase order line.</Paragraph>
         <Paragraph>When a price and discount change is saved, a budget check is
		  executed. If the budget check fails, an error message is given and the change
		  cannot be saved.</Paragraph>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Receipt corrections</SectionTitle>
         <Paragraph>You can change the received quantity for a confirmed receipt,
		  or make a final receipt non-final in the <Link href="/baanerp/td/pur/tdpur4106s100" role="session">Correct Purchase Receipt (tdpur4106s100)</Link> session.</Paragraph>
         <Paragraph>When a receipt correction is saved, a budget check is
		  executed, if required. If the budget check fails, an error message is given and
		  the receipt correction cannot be saved.</Paragraph>
         <List>
            <ListIntro>The following receipt corrections are available:</ListIntro>
            <ListItemHead>Received quantity is decreased</ListItemHead>
            <ListItem>No budget check is required, because the received quantity is
			 less than the original quantity. For a final receipt, the BAD must be updated
			 with the new total quantity for the purchase order line. On the budget balance,
			 the <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef> is decreased with the quantity decrease.
			 In case of a final receipt, the <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef> is not increased. In case of a non-final
			 receipt, if the total received quantity is less than the ordered quantity, the <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef> is increased with the received quantity
			 decrease.</ListItem>
            <ListItemHead>Received quantity is increased</ListItemHead>
            <ListItem>The BAD must be updated and a budget check must be executed.
			 On the budget balance, the <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef> is increased with the quantity increase.
			 In case of a final receipt, the <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef> is not decreased. In case of a non-final
			 receipt, if the total received quantity is less than the ordered quantity, the <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef> is decreased with the received quantity
			 increase.</ListItem>
            <ListItemHead>Final receipt is made non-final</ListItemHead>
            <ListItem>No budget check is required, because the total quantity is
			 still the same after correction. On the budget balance, the <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef> does not change, but the <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef> is increased if the total received quantity
			 is less than the ordered quantity. If the total received quantity is greater
			 than or equal to the ordered quantity, no update is needed.</ListItem>
            <ListItemHead>Non-final receipt is made final</ListItemHead>
            <ListItem>No budget check is required, because the total quantity is
			 still the same after correction. On the budget balance, the <GUIRef href="/baanerp/tf/domains/bgc.trtp#receipt.expense" role="option">Receipt Expense</GUIRef> does not change, but the <GUIRef href="/baanerp/tf/domains/bgc.trtp#encumbrance" role="option">Encumbrance</GUIRef> is decreased if the total received quantity
			 is less than the ordered quantity. If the total received quantity is greater
			 than or equal to the ordered quantity, no update is needed.</ListItem>
         </List>
      </GeneralSection>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/tf/onlinemanual/000583" role="manual">To set up budget control data</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tf/onlinemanual/000584" role="manual">To set up budget policy data</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tf/onlinemanual/000585" role="manual">To maintain budget amount details</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000025" role="manual">Purchase requisition approval process</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000023" role="manual">Purchase requisition conversion process</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000332" role="manual">Back orders - automatic confirmation</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000008" role="manual">Purchase return orders</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000412" role="manual">Additional costs on purchase orders</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000015" role="manual">Changing prices or discounts after receipt or consumption</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>