Workday sends a Review Budget Check notification for Fail (No Budget) or Fail (Insufficient Funds) when a line item in your requisition or supplier invoice payment has failed the budget check.
These notifications include the budget worktag information and the amount that needs to be transferred in order to pass the budget check.
Note: Budget Fail (Error) is NOT related to funding. These are issues with the actual account structure that need to be reported to Angela Hodge, VC Business Services.
Review Budget Check
When you receive a Review Budget Check notice, first look at the Budget Check Status.
If the status is Fail (No Budget) or Fail (Insufficient Funds), then a budget amendment is needed. To see where the budget check has failed, click on the “View” button.
The information in the orange boxes are the budget worktags. The amount in ( )’s in the Available Plan column, shown circled in red, is the amount needed to transfer to pass the budget check.
In this example, you can see the amount of $7,500 needs to be transferred to: Ledger 6023: Course Materials; Functional Classification 3; Cost Center CC03015; Fund FD00010; and Spend Category Student Books/Supplies; Period FY21-22.
Helpful Tips
- See if you have sufficient funding available in a different Spend Category within the same Ledger. You have the option to edit your requisition to update the Spend Category rather than doing a budget amendment.
- For example, assume Ledger 6001: Consumable Supplies has funding in the following Spend Categories:
- Consumable Supplies = $1,200
- Instructional Supplies = $5,000
- Promotional Supplies = $3,000
- You submitted a requisition in the amount of $1,500 with Spend Category Consumable Supplies and received a Review Budget Check notice that you are short by $300. Evaluate if the supplies you are buying align with either of the other two Spend Categories that have sufficient budget. If yes, edit your requisition, if no, create a budget amendment to move the $300 to Consumable Supplies.
- If your Review Budget Check has Fund FD00030, make sure the Award tag was not left off of the requisition or supplier invoice. Grants require the additional Award name worktag.
- If your Review Budget Check has Fund FD00050 or FD00060, make sure the Project ID tag was not left off the supplier invoice. Projects and Gift accounts require the additional Project ID worktag.
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