I am trying to set up Purchase Orders to not allow the approval of any requisition that would put the department over budget. In the company profile, under Interface Posting Options I selected "Force Link to Event Budget." In the run-time variables, I selected "Use Event Budgeting" and "Enter Event Budgets". For the option, "Allow orders if event is over budget" I selected Prohibit posting.

In the maintenance screen, I have retrieved the budget from the GL and it doesn't look like there are any issues there. However, when approving a requisition, it does not seem to take the budget data into account. In the maintenance tab, it also shows the amount committed as being 0 even if I were to create a PO that is under budget.

When receiving items, it then asks for the budget data for which the PO is being applied to. At this point, it will not allow the receipt of items if the PO will put the department over budget. This seems like it defeats the purpose of the PO if I can order the items, have them physically in my hand, but not be able to complete the order.

Am I missing something? Thanks in advance for your help.

Are we talking about Purchase Orders for Adagio or Adagio PurchaseOrders (currently in Beta)?

Sorry I should've specified, I'm using Purchase Orders for Adagio

Event Budgets work much better in Adagio PurchaseOrders.

When will Adagio Purchase Orders be ready? And will that come in the upgrade plan?

Thanks

Purchase Orders for Adagio 8.1B does not allow assigning Event Budgets to Requisitions.

Adagio PurchaseOrders (currently in beta) allows assigning Event Budgets to Requisitions and will give the same warnings or restrictions as occur for purchases. Thus in your scenario, the requisition will be prevented from being posted, and thus the purchase order will be prevented.

We're working hard to get Adagio PurchaseOrders completed as soon as we can, but there is no set date yet for release. There will something for clients on upgrade plans - you won't have to re-purchase PurchaseOrders - but exact details will be revealed when the upgrade is shipping.