How to enable Real Time Budget Check (RTBC) functionality?

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FAQ KB0406931

Symptom

How do I enable Real Time Budget Check (RTBC) functionality?

Resolution

For RTBC to work below needs to be configured:

Parameter Application.Budget.StartDateToEnableRealTimeBudgetChecksInExternalSystems. Refer to Which parameter is needed for Real Time Budget Check (RTBC) to start working in requisitions? for important additional information.
Once the parameter is enabled, the system will trigger the Real time budget call to ERP system for all the Purchase Requisitions during the Submit operation. The budget call cannot be restricted during the Submit with any configuration. But the budget call to ERP can be restricted during the final approval with parameter Application.Budget.ExcludeRealTimeBudgetChecksOnFinalApproval.

Configure Web Services:

Data Import/Export Task	Use/Comments
Export Requisitions for User-Initiated External Budget Check	Used to provide instant budget check feedback from Enterprise Resource System (ERP) to the user without submitting the Requisition (PR)
Export Submitted Requisitions for External Budget Check	Used to reserve and consume funds in the ERP
Export Requisitions to External System to Revert Funds	Used to release reserved funds when a PR is withdrawn/denied
Export Modified Requisitions To Revert Funds	Used to revert budget to amounts used on previous version when a change PR is withdrawn/denied. Is not used by default.

See Also

Common configuration options:

Parameters	Description/Comments
Application.Budget.SendEarlierVersionRequisitionToExternalSystemForBudgetReversal	If set to Yes, Export Modified Requisitions To Revert Funds task will be used to revert funds on change PRs rather than. Export Requisitions to External System to Revert Funds task. Default value: No Only affects change PRs. V1 will always use 'Export Requisitions to External System to Revert Funds task.
Application.Budget.RealTimeBudgetSynchronousSubmit	If set to Yes, Export Submitted Requisitions for External Budget Check occurs synchronously on submit. If set to No, it happens asynchronously. Default value: No When submitting synchronously, the page will appear to load until the response is received. The user will remain on the PR screen if an error occurs. When submitting asynchronously, the user is immediately returned to the home page (same as if RTBC is not enabled). They will not know if an error occurs unless they open the PR later. Note: When using RTBC with guided buying, this parameter must be enabled because we only support synchronous submit currently.
Application.Budget.ExcludeRealTimeBudgetChecksOnImportedRequisitions	If set to Yes, imported PRs will not trigger RTBC events. Default: No
Application.Budget.EnableBudgetRevertOnDeletingRequisitionWithErrors	If set to Yes, if a PR is deleted while having ERP errors, Ariba send a request to revert funds. Default: No This is mainly intended for when auto-withdrawn requisitions that fail to be sent to the ERP for revert. Note: In SAP variants, if parameter Application.Budget.EnableFundsManagement is set to Yes, the budget response can also update the Funds Management accounting fields.

Applies To

Purchasing > Purchase Orders > Purchase Order Budget Check
Purchasing > Requisitioning > Requisitioning Budget Check