Budget Check a Voucher - PS Financials

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Business Process: PO Budget Check

After a voucher has been created it must be budget checked before further processing can be completed.

Budget Check:

  • Accounts Payable>Batch Processes>Vouchers>Budget Check

 Budget Check

Choose “Add a New Value”

Run Control ID: UserID and a short description of the process.  Use “_” instead of spaces. 


Note:  A new value only needs to be added the first time the process is run.  The run control ID can be found by searching on the “Find an Existing Value” tab.  All run control parameters will be saved under the run control ID used.

Budget Check

Process Frequency: Always Process

Request Number: 1

Description: Voucher Budget Check

Transaction Type: AP_Voucher

Field Name: Business Unit

Value Type: Value

From/To:  Enter the value of the appropriate AP Business Unit (NAUBU – Standard, APY01 – Payroll, SFY01 – Student)


 Process Scheduler Request

Server Name: PSUNX

Select Comm Cntrol Budget Processor


 Process Monitor link

Process Monitor

 Process List

Refresh – Until the Run Status is ‘Success’ and the Distribution Status is ‘Posted’


Additional Information:                                                    

You may also choose the “Details” link to view more information about the process.

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PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.