ProductPurchases
Budgets
User guide for Budgets in the Numezis company portal.
Overview
Define purchase budgets and monitor consumption against commitments and posted bills.
Where in the app
/c/companies/:companyId/purchases/budgets
Step-by-step
- Open Purchases → Budgets. (UAT-C-PUR-BUD-001)
- Create budget lines by period, cost center, or project. (UAT-C-PUR-BUD-001)
- Track actuals from posted bills and orders. (UAT-C-PUR-BUD-001)
- Review overrun alerts during approval. (UAT-C-PUR-BUD-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-PUR-BUD-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-PUR-BUD-001)
Permissions and modules
Requires Purchases budgets module.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
purchases.budgets.management | Purchase Budgets Create and Management | budgets | required | Purchase Budgets Create and Management | high | UAT-C-PUR-BUD-001 |