Administration guidance
Configure budgets
Provide budget context for purchase decisions at the relevant organisational level.
- FOR
- Organisation administrator, Finance, Approver
- OUTCOME
- Use RAQOZ to provide budget context for purchase decisions at the relevant organisational level.
Before you begin
- Organisation administrator access, or another role explicitly permitted for the setting.
- The organisation has agreed the control or operating decision before configuration.
Guidance
- 1
Define budgets for the organisational units and periods represented in the product.
- 2
Confirm budget ownership and the available control posture.
- 3
Review how current commitments affect available context before relying on a figure.
- 4
Change budgets through the attributable configuration path rather than hiding an exception.
Evidence RAQOZ retains
- Budget configuration
- Organisational association
- Changes and decision context
Common issues
A configuration change behaves differently than expected.
Review scope, effective date, inheritance and status. Use a representative test or no-write simulation before activating a policy change.
A prior transaction appears to use an older rule.
That may be correct. Effective-dated versions preserve the policy context used at the time instead of rewriting history.
Related articles
Last reviewed 2 September 2026. Review against the current production release before relying on exact screen behavior.