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Budget Management

This topic describes enabling of budget management.

B2B Commerce Cloud allows website administrators to enforce budget management for their users. Budget management provides the customer the option to manage buyer spending, and enforce an approval once a predetermined budget amount has been reached. To enable Budget Management on your website, an ISC_Administrator needs to update the Budget Management Setting to ON.

Use the Configuring menu on the left side of the Settings screen, to set these as global or uniquely by website.

For reference, when the Budget Management Setting is set to ON, three additional fields are displayed:

Budgets From Online Orders OnlyWhen considering billto/shipto, this Setting lets you indicate whether or not you account for only orders placed on the website, versus all orders, that is orders from both the webiste and the ERP.
Show Cost CodesThis field does not provide any actual functionality within B2B Commerce Cloud. It is an option field provided for users to submit data for things like GL or department codes along with the order.
Cost Code EditingEnabling this allows buyers to enter their own cost codes

After enabling Budget Management on your website, the Administrator is then responsible for managing the budget setup, maintenance and review. Each of these are described in their own respective articles. See also:

  • Budget Setup
  • Budget Maintenance
  • Budget Review

For general reference, the list below identifies the roles and abilities within the budget management process:

  • ISC_Administrator

    • Enables the Budget Management functionality within the Admin Console
  • Administrator:

    • Has full access to the My Account menu
    • Can order over budget
    • Can see invoices and orders for all users that administrator is assigned to
    • Acts as the default Approver if no Approver is assigned to a User
  • Buyer3

    • Can order over budget without approval
    • Can see orders and invoices
    • Cannot access User Administration, Budget Management, or Requisition Approval
  • Buyer2

    • Cannot be assigned as an Approver
    • Can order without approval if under budget
    • Can order over budget with approval
    • Can see orders
    • Cannot see invoices
    • Cannot access User Administration, Budget Management, or Requisition Approval
  • Buyer1

    • Cannot be assigned as an Approver

    • All orders require approval

    • Can see orders

    • Cannot see invoices

    • Cannot access User Administration, Budget Management, or Requisition Approval


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