Budgets
Understanding Budgets
If your organization has budgets enabled, Syncor tracks spending against configured limits at the site and/or contract level.
Budget Components
- Committed — Value of orders already in progress
- Pending — Value of other purchase requests awaiting approval
- This Order — Value of the current purchase request
Budget Used % = (Committed + Pending + This Order) ÷ Budget Limit × 100
Status Levels
| Status | Color | Meaning |
|---|---|---|
| Within Budget | Green | Total spending within the limit |
| Warning | Amber | Exceeded warning threshold, below blocking limit |
| Block | Red | Exceeded blocking threshold |
Thresholds are configured by your administrator.
For Requesters
When creating or editing a request, budget status appears in the footer bar:
- Warning (amber banner): Check "I acknowledge and authorize this requisition" before submitting.
- Block (red banner with shield icon): Submission is prevented. Reduce the order amount or contact your budget administrator.
For Approvers
The Budget tab on the requisition detail page provides a full budget impact analysis. This tab only appears when you're the current approver and budget data is available.
What You See
For each affected budget (Site and/or Contract):
- Header — Budget type label and status (✓ Within budget / ⚠ Over budget)
- Budget Used % — Large percentage figure
- Remaining / Over amount — Green if remaining, red if over
- Progress Bar — Shows Committed, Other Pending, and This Order amounts relative to the limit
- Breakdown Grid — Detailed figures for all three components
Budget Alerts
| State | What Happens |
|---|---|
| Warning (amber border) | You can still approve. Check the acknowledgment checkbox: "I acknowledge the budget overage of $X." |
| Block (red border) + Override permission | Acknowledgment checkbox appears. You can approve. |
| Block (red border) + No override permission | "Approval blocked until budget is addressed." |