NUFinancials: Common Errors for Expense Transactions

This article explains how to handle common budget check errors.

 

Common Budget Check Errors

 

When an error is identified:

 

  • An error is shown by a Flag.
  • Highlighted fields usually indicate missing
  • If any ChartField in the chart string is missing or incorrect, the GL Unit (NWUNV) will be highlighted.

Budget Check Error Glossary

Error Message

Explanation

Budget is closed

The budget for this chart string has been closed.

Budget is on hold

The budget for this chart string has been placed on hold.

Budgetary only [ChartField value] is not allowed for a non-budget ledger group.

 

  • The value entered for the specified ChartField is used for budget rollups only.

 

 

  • Enter a different value.

 

Budget Period is Invalid

 

 

 

 

 

 

  • The budget period value is missing.
  • Enter a valid budget period (fiscal year).
    • All funds use a budget period except Capital funds (800 range).

ChartField error for value [ChartField value]

 

 

 

 

  • The value entered for the specified ChartField is either inactive or does not exist.
  • Enter a different value.

CF (ChartField) value not at tree level.

 

 

 

 

  • The budget journal line contains a ChartField value not at the defined tree level.
    • A new account was created, but wasn't added to a KK_ACCOUNTS tree.

Transaction has account that belongs to an excluded account type.

 

  • Select a different Account type.
  • The expense line contains an account value that belongs to excluded account type.
  • Example, a revenue account code was entered for an expense.

 

Exceeds budget and is over tolerance

 

 

 

 

  • The requested transaction exceeds the available budget.
  • These are possible solutions. Try one or more of the following:

     

     

     

     

     

     

    • Following your unit’s business process, to complete a budget journal to increase the budget.
    • Reduce the dollar amount of the transaction so that it does not exceed the budget available.
    • Change the funding on the transaction to charge a chart string that has sufficient budget available.

No budget exists

 

 

 

 

  • No budget exists on the chart string that has been entered.
  • These are possible solutions. Try one or more of the following:

     

     

     

     

    • Complete a budget journal to create a budget for the chart string.
    • Change the funding on the transaction to charge a chart string that has sufficient budget available.

Required key CF (ChartField) is blank.

 

 

 

 

  • A required ChartField is not complete.
  • Enter a value for the required ChartField.

Spending authority over budget

 

 

 

 

  • Deficit budgets are not allowed.
    • The decrease to the expense budget included in the transaction is greater than the expense budget for the chart string.
    • It may be that the Account code used with the chart string has no associated budget.
    • Complete a budget journal to increase the budget so that it is greater than the expense.

 

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) or email servicedesk@northwestern.edu.

 

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