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In Chase, a budget can be defined as a plan for the agencies outgoing expenses and incoming revenues for a specific time period.

The purpose of budgeting is to ensure that spending follows a plan, stays within preset limits, and does not exceed available funds. The problem with ordering above the CE budget can be avoided with a credible, reliable, and accurate cost estimate.  In Chase you are able to order above the CE, however, there are production rights which control this.

In Chase Config > Lookup codes > Production Rights, you may find that the only person who can order more than what you estimated is a Finance User or Administrator. 


Below are steps to show you how to order above the CE budget.


Step-by-step guide



  1. Open the Cost Sheet that you want to raise a PO for.
  2.  Click the Shortcut Menu drop down, and select Purchase Order.



    The Create Purchase Order dialog opens. 

  3. Click the drop down arrow in the first field, and select how these items will be ordered. 



  4. Enter the amount you want to order in the To Be Ordered column against the relevant line item.



  5. Click the Create button to order above the CE budget.



    The Purchase Order screen is opened for you to complete the document. 

  6. Enter the remaining information to complete the PO, and send it to the supplier.



    See Adding a PO for more information.