How to implement purchase control in Budget module

ERPNext Accounting
1

I want to restrict control for my item purchases for projects using budget module. When I tried to configure it asks for account head, but it lists only P&L accounts. Purchase of items for the project can not a P&L item. Why this is so ?

2

Hi,

You need to set the expense account on each item in Item Master though that item purchase is not meant for that to control the budget.

Thanks,

Divyesh Mangroliya

3

Thanks for your rapid reply.

As you can see in the image - Purchase Order, Material requsition etc. can be controlled via budget. If at all we set in item master how do we control purchase ?

Wait for your valuable suggestion.

Screenshot 2024-11-14 220315
Screenshot 2024-11-14 2203151581×874 49.5 KB

4

Hi,

You need to set the expense account either at Item Group Level or at Item Level as follows:

image
image1707×841 51.9 KB

After that, whenever you make Purchase Request or Purchase order, system will track the budget against that account and stop/warn based on the budget settings.

Thanks,

Divyesh Mangroliya