Checklist

Overview 

This Check list will help to ensure the location is selected and also that they department don't overspend based on the badgets that was allocated on the GL account 

Check list 

• Auto - Stock - Make sure a location is set for items that are Type = Material and inventory = All or fixed Locations. 

• Auto - all Item on the PO must have a Debit GL listed - Already exist. 

• Overridable - then we need to check the GL Budget amount and make sure the amount on the PO for the item will not push the gl over the Budget will need to look at the current Balance on the GL in the period on the budget selected.  - When selecting the budget. Look for Type = Accounting.   and  Transaction date  compared to Start date + 12 Months.