Budget claw back from closed orders
Quote from Angela on April 3, 2023, 1:37 pmGood afternoon
Our organisations benefit from the Zahara feature for raising orders against budget and the benefits this brings. Due to the nature of our business some order quantity values require to be estimated at the start of the month. Currently the budget holders then do not get the credit back to their budget for the unused quantity when the invoice is matched ( sometimes this works the other way however the invoice workflows take care of this).
Many of our users have requested a way to credit back the unused quantity to the budget. This would require to be in the current financial year when the current year orders are closed, is this possible?
Many thanks
Good afternoon
Our organisations benefit from the Zahara feature for raising orders against budget and the benefits this brings. Due to the nature of our business some order quantity values require to be estimated at the start of the month. Currently the budget holders then do not get the credit back to their budget for the unused quantity when the invoice is matched ( sometimes this works the other way however the invoice workflows take care of this).
Many of our users have requested a way to credit back the unused quantity to the budget. This would require to be in the current financial year when the current year orders are closed, is this possible?
Many thanks