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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
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Explanation
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Budget is closed
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The budget for this chart string has been closed.
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Budget is on hold
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The budget for this chart string has been placed on hold.
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Budgetary only [ChartField value] is not allowed for a non-budget ledger group.
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- The value entered for the specified ChartField is used for budget rollups only.
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Budget Period is Invalid
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- The budget period value is missing.
- Enter a valid budget period (fiscal year).
- All funds use a budget period except Capital funds (800 range).
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ChartField error for value [ChartField value]
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- The value entered for the specified ChartField is either inactive or does not exist.
- Enter a different value.
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CF (ChartField) value not at tree level.
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- 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.
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Transaction has account that belongs to an excluded account type.
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- 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.
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Exceeds budget and is over tolerance
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- 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.
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No budget exists
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- 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.
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Required key CF (ChartField) is blank.
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- A required ChartField is not complete.
- Enter a value for the required ChartField.
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Spending authority over budget
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- 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.
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For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) or email servicedesk@northwestern.edu.