E1: 43: Retro Fit Budget Rollup Functionality Introduced with BUG 18235598 to JDE1 9.0 (Doc ID 1664101.1)

Last updated on AUGUST 09, 2017

Applies to:

JD Edwards EnterpriseOne Procurement and Subcontract Management - Version 9.0 and later
Information in this document applies to any platform.

Symptoms

Client requesting Budget Rollup functionality introduced in JDE1 Release 9.1 under Bug 18235598 be retro fitted to JDE1 9.0 Release.

Customers would like to have flexibility in defining their budgets. They expect that budget checking will accommodate that flexibility.  For example, some customers budget at a certain level of summarization. Instead of budgeting for every account, they accumulate budgets for a set of accounts together and define that budget at a higher level of detail account, say level of detail 6.  When PO's are entered against detail accounts, they want the amount to be budget checked at the level of detail 6 account. Other customers may budget at the lower level of detail accounts (7, 8, 9), but want to budget check at the summarized higher level account (6).                  
 
The accumulated budget at a specific level of detail option in Procurement should support these use cases and properly calculate the budget accumulation amount.

Cause

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