Budget Control Overrides
Process:
This job aid describes the process for Budget Control Overrides.
When you get the error message “This transaction exceeds the unobligated funds for this budget (A615)” while processing a transaction, first check with your department accounting/budget office to ensure that it is okay to overspend this budget line and apply an override. Then validate and submit the transaction into workflow, and notify the person(s) who will be approving it that it needs to have an override applied. Table 1 at the end of this document is a listing of transactions that allow level 2 override capability for the A615 error, which, if applied, will create an over-expenditure situation.
Where can I see when an Override is needed?
Expand the error drop down by clicking the Show All Messages Icon displayed on the right side of the error message.
To apply the Override on a transaction, follow the process below:
The person with the Transaction Entry role will create the transaction, validate and submit.
The Person with the Transaction Approver role, will open the transaction, expand the 3 dot menu and then apply the Override to the transaction by selecting Override from the Primary Actions menu.
Click the Validate and Submit.
After the Override is applied it will show the following in the Message Panel.
3. Then the individual in the Transaction Approver role can approve the transaction. The transaction will update to Final status.
4. The individual with the Transaction Entry role can verify that the transaction is Final to complete the process.
Note: The override will only clear the A615 error message. There may be other messages that will have to be cleared as normal procedures dictate.