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Setting up budget assignment rules
Setting up budget assignment rules
M
Written by Melad Zahedi
Updated this week

Budget assignment rules automatically match purchase requests with the appropriate budgets, eliminating manual selection and reducing errors.

Understanding budget assignment

When a purchase request is created, the system needs to know which budget to check against. Budget assignment rules create this connection automatically based on criteria you define.

Accessing budget assignment rules

1. Navigate to System Settings > Procurement > Budgets and select "Set auto-assignment rules"

2. You can select up to 5 auto assignment fields

3. Click "Subsidiary"

4. Click "Add Field"

5. Click "Vendor"

6. Click "Add Field"

7. Click "GL Account"

8. Click "Next"

9. Select the relevant subsidiaries

10. Select the appropriate GL account

11. Click "Save"

12. Select the appropriate budget and click "Save"

13. Click "Save"

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