| To handle budget exceptions |  |
| Overview on Budget Exceptions During budget check process, there is a possibility that exception can occur. The transaction is blocked for further execution until the exception is resolved. Budget managers with proper authorizations can analyze and resolve these exceptions. The following are the types of exceptions that can occur during the budget check process. Amount exceptions When the requested budget exceeds the available budget, a budget exception occurs. If the budget available is insufficient, the budget manager can do the following: Reduce or modify the requested quantities or items to the cost level with in the budget. Override the exception, if the purchases deemed is necessary. Amend the existing budget or transfer amounts from another budget account. Reject the exception and cancel the item. Account exceptions When the relation between ledger and budget roll-up accounts, cannot be determined then the account exception occurs. When an account exception occurs, the budget manager can do the following: Verify whether the account requires budget checking. If the budget check is not necessary, the account can be excluded from the future budget check process. If the budget check is necessary, then the account must be added to the budget control roll-up structures. Override the account exception. Policy exceptions Policy exceptions cannot be overridden, they must be resolved before the transaction can be saved successfully. The following are the types of policy exceptions: Budget policy exception: The budget control policy is not defined for the financial company. Structure policy exception: Structures are not assigned for the available budget. Date policy exception: The effective date of the budget transaction is out of the date range defined in budget control policy, a date policy exception or an associated document date policy exception occurs. Handling exceptions To handle budget exceptions, the budget manager can perform the following: Review the transactions that are Superseded or Handled. Override or approve the exception. Select the exception line and click the Override button. Reject the exception or undo the rejection or override. Select the exception line and click the Reject button to reject, click the Undo Reject button to undo reject process or click the Undo Override button to undo the override process. Set the closed exceptions or open exceptions to the status Handled. Select the exception line and click the Set to Handled button. Transfer the budget amounts. Select the line and click the Budget Transfer button, the Budget Transfers (tfbgc2500m000) session opens. See: Budget Transfers. Modify the budget details. Select the exception line and click the Budget Amendment button, the Budget Amendments (tfbgc2540m000) session opens. See: Budget Amendments. For each of the above actions, the budget manager can notify the user through e-mail. In the Budget Exceptions (tfbgc4550m000) session, select the exception line and click the Notify button. The e-mail editor opens, make changes to the content, if required and send the e-mail. |