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E1: 43: Budget Checking FAQ (P4310, P43070, P43081) (Doc ID 625586.1)

Last updated on MARCH 26, 2024

Applies to:

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


Budget checking consistently handles increases to the amounts purchased against the budget. This includes adding a line for a positive amount, increasing the amount on a line (whether the original amount on the line is negative or positive), or canceling a negative line.  Similarly, reductions to the amounts checked against the budget are handled consistently. This includes adding a line for a negative amount, decreasing the amount on a line (whether the original amount on the line is negative or positive), or canceling a positive line.

This document provides answers to frequently asked questions on Budget Checking.

Questions and Answers

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In this Document
Questions and Answers
 Question 1: The sequence in which lines are entered on an order affects which lines go on hold. Sometimes credit lines, or orders containing credit lines, go on hold, other times they do not. Why is this?
 Question 2: Why do cancelled lines sometimes go on budget hold?
 Question 3: Changes to what fields will cause a line to be reevaluated for budget hold?
 Question 4: Are negative amounts, credits, included in budget amounts?
 Question 5: If changing the budget amount, is there a batch process to reevaluate all orders, and release holds that no longer apply?
 Question 6: If using both Requisitions (OR) and Purchase Orders (OP), at what point should the budget be checked?
 Question 7: Why isn't budget checking done on a global basis?
 Question 8: How are amounts on lines with the same account number accumulated?
 Question 9: The budget approver has released budget holds so that the commitments are now over the amount stated in the budget. How will budget checking now work?
 Question 10: How does Budget Method 1 function?
 Question 11: How are budgets calculated?
 Question 12: What tables are used with budgeting?
 Question 13: How are budget roll-ups calculated differently in releases 8.9 and up?
 Question 14: Why does an order stay on hold even after switching to an account with an available budget?
 Question 15: The Release Quantity and Unit Cost fields are protected from change after the purchase requisition has been released from budget hold.  Why?
 Question 16: Is it possible to setup the version of P4310 so that it will only check for Job Cost budgets?
 Question 17: When entering a Purchase Order, what date is used for Budget Checking?
 Question 18: The users add the Sub Ledger and Type at POE and which can be different every time. Does that mean they will have to add budgets for all possible combinations?(Bug 10984947)
 Question 19 : When releasing a held purchase order from hold (B1 Budget hold for example) for a specific branch plant for the first time, the user selects the line, goes to the release screen, enters the password, and clicks the OK button to release the order.  However, if they attempt to release a second purchase order for the same branch plant, when they click the select button, it skips the release screen and automatically releases the order.  Is this correct?
 Question 20: In the Purchase Order Requisition Approval (P43081 W43081B) screen an approver checks a requisition line for approval and takes the Form Exit to Budget. When the program brings up the Trial Balance Ledger Comparison (P09210A Form W09210AA) screen, why is the "skip to account" field blank when it should be displaying the account from the selected row?
 Question 21: When and how is the F4311 - PDFCHG field (Foreign Amount Change Field) updated?
 Question 22: Budgeting Tab processing option #11 Include Taxes, how is the tax amount determined?
 Question 23: An order has gone on Budget Hold but has not been released by the budget approver.  In the meantime, another order is entered for the same account but does not go on hold.  Is this correct?
 Question 24: Is it possible to lock or restrict the final budget once entered?
 Question 25: Is there any ability to check budgets for expense accounts entered via inventory transactions?
 Question 26: When releasing the B1 budget hold using P43070, why do the order details not show in the grid?
 Question 27: P4310 Purchase Order Entry budget checking functionality is putting every purchase order on B1 hold even though the Level 6  budget is set at i.e. $2,000,000.00 and the PO is only for $500.00.Note the Budget is not setup by Sub Ledger.  Why does this happen?
 Question 28: What is the cause of error 'Open for table F03B11 failed' (078D) generated in Release Holds-Credit Check P42050 when taking the Row Exit for Credit from P43070 Release Holds-Work With Held Orders.
 Question 29: In update mode, when changing the amount on an existing line and adding a new line while the total order amount is under budget, why does the system put the order on budget hold?
 Question 30: What is considered to be the Date of Commitment Start (TRDJ or approval date or other option)?
 Question 31: Is there any functionality or any process by which an email notification will be sent to the Budget Approver any time a Purchase Order is created that goes on Budget Hold?

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