Create a budget with allocation lines
Save a budget proposal whose total is calculated from its account, department and period allocations.
Open lesson →About this path
Read the budget and purchasing-control guides as reference only. In the final case, compare an existing budget with purchasing availability and its obligations. Do not create budgets or change reviewers, controls, routes or delegations; a remaining balance is not purchase approval.
What you’ll learn
Department requesters and purchasing or Finance reviewers
- The owner can identify the governing department/account/period/currency budget and explain whether procurement availability supports the proposed spending decision.
Lessons in this path
Set purchase reviewers and budget checks
Make the review route and budget basis clear before a purchase progresses.
Open lesson →Check a department budget before requesting spend
Compare the intended Finance budget with Procurement availability before relying on an amount for a purchasing decision.
Open lesson →The lesson ends. The better workflow stays.
Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.