| name | pex:budgets |
| description | ProcurementExpress budget management via CLI. Use when listing, viewing, creating, or updating budgets (cost centers). CLI commands: pex budget list|show|create|update. Triggers on: budget, cost center, spending limit, budget allocation, remaining budget, budget approvers.
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ProcurementExpress Budgets
Prerequisites
Authenticate and set active company first (pex:setup skill).
Commands
pex budget list
pex budget list --department-id=5 --archived --show-mappings
pex budget show 123
pex budget create --name="Q1 Marketing" --amount=50000 \
--currency-id=1 --start-date="2024-01-01" --end-date="2024-03-31" \
--department-ids=5,6 --approver-ids=10,20 \
--cost-code="MKT-Q1" --chart-of-account-id=15
pex budget update 123 --amount=75000 --end-date="2024-06-30"
Create/Update Options
--name, --amount (required for create)--currency-id — defaults to company currency--creator-id, --cost-code, --cost-type--start-date, --end-date — must match company date_format--allow-anyone-to-approve — bypass approver restrictions--chart-of-account-id — GL code--qbo-class — QuickBooks class--approver-ids — comma-separated approver user IDs--department-ids — comma-separated department IDs--custom-fields — JSON array: [{"value":"x","custom_field_id":1}]
Key Response Fields
id, name, amount, remaining_amount, currency_idcost_code, cost_type, archivedstart_date, end_date, approved_this_monthapprover_ids[], department_ids[]chart_of_account_id, chart_of_account_name
Date Format
All date fields must match the company's date_format setting. Get it via:
pex company details
