If the totals in the Committed OPEX report do not match the figures shown in the breakdown for a specific OPEX element, this is usually caused by orders being created against the wrong financial year. This article explains how to check for this and what to do if you find an issue.
Why this happens
This issue can occur when:
Orders are created with an incorrect financial year
Spend appears against the wrong budget element or period
When this happens, totals in the report and the breakdown will not align.
How to check the financial year
Log in to CareBlox and open the Purchasing module.
Click Reports.
Select Committed OPEX.
Choose the next financial year after the current one.
Select the same period as the one you are reporting on.
Select the required Home.
Click Continue.
Click the magnifying glass next to the OPEX element you are checking.
Review the records to see if any orders appear in the incorrect financial year.
⚠️ Important: In most cases, any records showing in a future financial year indicate an error.
For example, seeing transactions in November 2020 when the current reporting period is March 2020.
What to do if you find incorrect records
If you identify orders in the wrong financial year, please use our Access Digital Assistant to get support, and reference the title of this article.
Include the following information:
The Home affected
The financial year shown
The financial year the records should be in
The OPEX elements that need correcting
Providing this detail helps us resolve the issue more quickly.