Requisition_Budget_Report

Requisition Budget Report

Print a budget report for requisitions. You can see who requested the item, the vendor assigned to the requisition, YTD expenditures, what has been spent, what is committed, and so on. You can also see pending approvals that may be delaying the requisition.

 

Printing a Requisition Budget Report

1. Open Connect Accounts Payable > Reports > Requisition Budget Report.

2. Select a report title.

3. Select the report date range.


4. Set up the Approval Detail Options.

Complete this section to display the approval detail for a requisition based on the approval step, approval group, or approver.


How do I drill-down into the approval detail?

How do I select the approval detail to include?

Why is the Approval Detail Options tab not available?

 

5. Click Print (CTRL+P).


The report prints.

Approval detail options

Complete this section to display the approval detail for a requisition based on the approval step, approval group, or approver.


How do I drill-down into the approval detail?

Click (+) to expand a section. Click (-) to collapse a section.


How do I select the approval detail to include?

Click to select the items that you wish to include on the report. Deselect the checkbox if you don't want it on the report.


Why is this tab not available?

The options on this tab will only be available when you are using Organization > Approval Criteria Setup.  

 

 

 

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