How To Use The “Budget Overspend” Function

TM Master v2 has a function to warn and to deny users from overspending the set budget.
The function can be turned on pr. unit. Turning it on for one unit does not affect any of the other units.
Here is how to configure the “Overspend” function. The overspending control will also apply for users in the office approving orders

1. In the office module click [Fleet] à [Units] à “Double click the “Unit” you wish to turn the overspending function on for.
2. Click the “Overspending” tab

Fig 19. Unit detail form with the “budget overspending” tab selected.

1. Tick of the “Enable budget overspending control”

Now you will need to decide if you want the system should allow any type of overspending.
It is possible to set a level for what will be accepted overspending, this can be done either by a set “value” or a “percentage” of the account budget figures.

1. You select which by ticking either “Value” and enter the accepted sum to overspend for every account or you tick the “percentage” (%) and enter the accepted overspending percent.
2. Users with permission to approve overspent orders: Add users who will be allowed to approve orders that will result in overspending the budget. If you do not wish anyone to approve overspending, leave the list empty.
3. Click the [Add] button and then tick users who will be allowed to overspend the budget.
4. If the current set up should be used on other units, click the [Copy settings to other units] and then select the units to copy the overspending set up to.