Budget Overage Notification
Budget overage notification now occurs during the Approval process and the Procurement process if the amount exceeds the set Budget. During the Procurement process, the notification occurs only if edits are made to the Budget. Any previous Approved overages will not result in a notification. A notification will occur during the following three Procurement stages:
- Creating a Purchasing list
- Creating a Purchase Order
- Revising a Purchase Order
The following notification will populate on the screen if a Budget Overage occurs during the Procurement stage:
The Purchase Price Variance warning will now display consistently across the Purchase List, PO Create and PO Revise pages. A yellow warning message will display at the top of the modal.
Editing Items from the Purchasing List
The editing modal in the Purchasing List page is consistent with the editing modal from other areas of Procurify, and the unit type and custom fields can now be edited from this screen.
Location, Department and Account Code available in the PO
Purchasers can now view Location, Department and Account Code information at the line item level to help Purchasers identify which items are over the budgeted limit. Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.
