eRequester®

Tracking budgets is key for many organizations and eRequester handles the task by allowing designated users the right to view budget information for certain account codes and rolled up segments so budget to actual comparisons can be made on requested purchases and so that approvers can determine if requisitions are within existing budgets.

The eRequester Budget Checking Module:

• Shows a budget to actual comparison for each line item
• Additional approval can be required for requisitions that are over-budget.

For each line item in a requisition, information is displayed regarding:

• Actual year-to-date expenses
• Committed year-to-date purchase orders
• Total-to-actual year-to-date expenses plus committed year-to-date purchase orders
• Budgeted annual expenses for the current fiscal year
• Variances between total-to-actual year-to-date expenses plus committed year-to-date purchase orders and budgeted annual expenses for the current fiscal year

The Budget Checking module integrates with budgets setup in Microsoft Dynamics GP, Microsoft Dynamics SL, Sage MAS 90 ERP, Sage MAS 200 ERP, Sage 500 ERP, Sage Accpac ERP and Sage PFW ERP. It also works as a Standalone module for budgets setup in eRequester itself. Custom integration can also be done with budgets setup in any ODBC compliant database.