Goal:
- How to allow budgets to exceed
- I want to approve a request that is over budget
When the allowed budget overage feature is enabled or ON, request-for-orders can be approved even when the planned budget is exceeded. If the feature is disabled, approvers will be unable to Approve a request if it exceeds the budgeted amount for the time period.
If you attempt to approve an expense request or request for order that is over the budget, the following warning dialog box will appear:
The budget overage feature does not act as a blocker for creating a request that is over the budget. The request can be submitted regardless of the state of underlying budgets. The approver, however, will be blocked from approving the request that is over the budget.
How to Enable or Disable Allow Budget Overage
- Select Settings
- Select Manage Budgets
- The Allow Budget Overage toggle appears at the top of the page
Note: Budgets apply to Requests for Order and Requests for Expense