Retrieve a Budget from ERP Integrations Before Acceptance

Objective

To retrieve a budget that was sent to the ERP Integrations tool before it is accepted for export to the integrated ERP system by an accounting approver.

Background

After a budget is sent to the ERP Integrations tool for acceptance by an accounting approver, users will no longer be able to edit the original budget. However, if you quickly realize that you made a minor mistake and need to modify it before an accountant accepts it, you may still be able to retrieve the submitted budget, add your changes, and then re-submit it to the accountant.

Things to Consider

• Required User Permission:
  • 'Admin' permission on the project's Budget tool.
    OR
  • 'Read Only' or 'Standard' permission on the project's Budget tool with the 'Send and Retrieve Budgets from ERP' granular permission enabled on your permissions template.
• Limitations:
  You can only retrieve a budget when it has:
  • Previously been sent to the company's ERP Integrations tool. See Send a Budget to ERP for Accounting Acceptance.
  • Not been approved or rejected by the designated accountant. See Accept or Reject a Budget for Export to QuickBooks.
• Additional Information:
  • If you were successful in retrieving a job from the ERP Integrations tool, you will be able to edit the project name and address fields.

Steps

1. Navigate to the project's Budgets tool.
2. In the right pane, click Retrieve from ERP.
3. Click Unlock Budget (Note: You cannot  unlock a budget if there is a budget modification. See Create a Budget Modification).

See Also

• Send a Budget to ERP for Accounting Acceptance
• Accept or Reject a Budget for Export to QuickBooks
• Create a Budget Modification