Funds Override History Enquiry

Where a funds override takes place, the name of the person who selected to override fund can be recorded together with a snapshot of the funds position at the time of the override.  This only takes place if funds checking is in place.

The Funds Override History Enquiry functionality can be used to view funds overrides that take place at Requisition Entry, Requisition Approval, Order Amendment and Order Amendment Approval.

Click on the CP Enquiry Menu option on the Purchasing menu:

Then select the CP Funds Override History option:

The Funds Override Enquiry form will open:

This form allows you to search for and select the required Funds Override.

The drop-down options to the right of the Purchase Order field provides you with further options for the search.  These are:

• Begins: The search should only include items that begin with the criteria added to the field.
• Contains: The search should only include items that contain the criteria added to the field.
• Ends: The search should only include items that ends with the criteria added to the field.
• Match: The search should only contain items that match the criteria added to the field.

The Requisition Id field also provided Equals, Greater Than and Less Than options.

Add the relevant search criteria to the fields on the form as required.

Clicking on the  button will remove any search criteria added, the fields will revert to their default values allowing you to add fresh search criteria.

Click on the  button and a Grid will be displayed at the bottom of the form with items that meet the search criteria (where no search criteria is added all Fund Override items will be displayed):

Further details are available by clicking on the link in the following columns:

These links are:

• Req ID: Clicking on the link in this column will open the Requisition Line Detail screen providing details of the Requisition where the funds override took place.  This screen is further detailed in the Requisition Line Detail section.
• PO Number: Clicking on this link will open the Purchase Order Details screen providing details of the Requisition where the funds override took place.  This screen is further detailed in the Purchase Order Details section.
• Ledger Code: Clicking on this link will open the Order Line Spend screen:

Clicking on the  button will close the screen.

The details on the Grid on the Funds Override Enquiry screen can also be exported into an Excel spreadsheet by clicking on the  button.