Budget Exception Dashboard

Global order promising > Maintain > Budget exception dashboard

The Budget exception dashboard displays current and past budget exceptions that happen during the reservation process.

It allows you to take actions against the exceptions for the desired business scenarios.

FIELD	DESCRIPTION
Channel ID	Channel ID associated with this budget exception record.
Demand order type	Order type associated with this budget exception.
Order Number	The order number for the budget exception.
Item Number	The item number for the budget exception.
Demand quantity	The original channel demand quantity.
Quantity satisfied	The amount that was able to be reserved.
Ship Date Time	Either the actual shipping date or requested shipping date (if no actual shipping date is filled on the demand line).
Profit margin	The percentage profit margin for the demand line.
Quantity exceeded	The amount the budget is exceeded by.
Unit of Measure	The UOM of quantity the budget is exceeded by.
Budget scope	The scope for the budget line.
Action performed	Indicates the action performed against the budget exception line.
Created date and time	Date/time that the budget exception was created.

Buttons

BUTTON	DESCRIPTION
Approve exceed	Click this button to approve the budget exception and attempt to reserve the channel demand unless there is another budget exception preventing the reservation.
Deny	Click this button to deny the budget exception but leave the quantity open on the demand line (which may get picked up in a future run or after budgets reset).
Deny and cancel remainder	Click this button to deny the budget exception and cancel the remainder on the demand line (the remaining quantity will not get fulfilled).
Channel budget	Click this button to open the Channel Budget form for this particular budget exception.
Channel demand	Click this button to open the the Channel Demand form for this particular budget exception.
Budget tracking	Click this button to open the Budget Tracking record for this particular budget exception.