Purchase Order budget carry forward issue

[former_member210666]

Hello Experts,

We have a scenario, from FY 2021 a purchase order was carried forwarded with an amount of 100,000 $. Now in FY 2022 the PO is deleted, this caused the budget amount to be available openly. We want to prevent this, specifically for carry forwarded Purchase orders, i.e., when a carry forwarded purchase order is deleted it should not reverse consumed budget the make the budget available.

Thank you

[iklovski]

Hi,

This is not possible in standard. De-committing will release the budget. You can create business rules which will make this budget unavailable for further commitment (if you can clearly distinguish it from you principal budget) or make a job which will decrease available budget in case of a de-commitment under certain conditions.

Regards,

Eli

[former_member210666]

Hi Eli,

Thanks for the confirmation.

Appreciate if you can elaborate more on business rules. Are you suggesting derivation rule?

Regards,

[iklovski]

No, not a derivation rule, but availability of a budget after it's released following a decommitment. It could be assessed through filters for calculating available budget in AVC