Question:
I want to create a new Budget document but I’m getting the following message: No New Document! Could not create new document because ‘Only one open document of this type is allowed….” What does this mean?
Answer:
Since budget revisions, forecasts and project cash flow depend on the prior state when a snapshot is created, many users get confused if they have more than one open Budget (or Forecast, etc.) document at a time. For example, they may end up with unexpected (but technically correct) results if the documents are posted out of order. In order to avoid such situations, the system limits certain Doc types to only one document of that type with an Open/In Process/Pending status at a time. Once you Approve or close that document, you can create another document of that Doc type. If you try to create a second document of that Doc type while the document remains open, you will see the aforementioned message.
If you believe that it would be proper to create a second document while the first one is still Open/In Process/Pending, talk to your Sys Admin. This setting can be changed through the DocTypeConfig | AllowSingleOpen rule. See KBA-01154.
KBA-01917; Last updated: April 15, 2026 at 15:09 pm