PI with Budget Control

Budget validation on Purchase Invoices works the same way as on Purchase Orders, with one important difference.

Budget Validation at Invoice Stage

When you submit a PI with a Budget Code (WBS), the system checks whether the available budget can cover the invoice amount.

Why Check Budget Again?

Budget was already checked when the PO was submitted. So why check again?

• Time gap: Between PO submission and PI submission, other POs or invoices may have consumed the budget.
• Amount differences: The invoice amount may differ from the PO amount (e.g., price changes, additional charges, partial delivery).
• Direct invoices: If the PI was created without a PO, this is the only budget checkpoint.

Handling Budget Exceeded at Invoice Stage

If the PI submission is blocked due to insufficient budget, you have the same options as with PO:

1. Request a Budget Amendment (increase)
2. Request a Budget Transfer (move funds)
3. Adjust the invoice amount
4. Change the WBS code

Related Pages

• PO with Budget Control — Budget control at PO stage
• Budget Utilization Report — Check budget consumption