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Administrator Guide
Last Updated: 2023-06-23
Concept: Position Budget Checking Processing

Concept: Position Budget Checking Processing

When budget checking for position-related events, Workday:
  • Initiates the
    Check Budget
     subprocess as a step in the position-related business process.
  • Calls the
    Run Payroll Commitment Accounting and Budget Check
     service step to calculate the journal and check the budget.
  • Runs the
    Review Budget Check
     action step.
During the
Review Budget Check
 action step, Workday:
  • Determines whether the budgetary control is set to
    Warn
     or
    Control
     for each budget that the event is subject to.
  • Evaluates the event against both the budget date and the accounting date. Example: A biweekly pay run falls between 2 fiscal years. The accounting dates for both payroll actuals are the same but the budget dates are different. When you look at the budget for the previous fiscal year, Workday displays an extra payroll actual that affects the next fiscal year.
  • Calculates the available remaining budget.
  • Determines whether the position-related event passes or fails budget check.
  • Sends the reviewer a task on My Tasks for transactions that exceed the budget or for journal errors.
When events are within the budget, Workday automatically approves the event and completes the position-related business process. When events fail budget check, the reviewer can perform actions based on whether the budgetary control is set to
Warn
 or
Control
.