Budget Transactions Fail Funds Checking with 'This detail transaction causes a summary account to fail funds check' Even Though Sufficient Funds Exist (Doc ID 1115496.1)

Last updated on SEPTEMBER 23, 2016

Applies to:

Oracle General Ledger - Version 12.0.0 and later
Oracle Public Sector Financials - Version 12.0.0 and later
Information in this document applies to any platform.
Form:GLXIQFUN.FMB - Funds Available Inquiry
Form:GLXJEENT.FMB - Enter Journals/Encumbrances

Symptoms

When using a summary template for budget, even though sufficient funds exist, journals fail funds check with the message:
'This detail transaction causes a summary account to fail funds check'

The view funds available form shows there are sufficient funds.

The view results Budgetary Control Report shows negative values for Previous Funds Available.

Unable to enter any transactions from any module that uses the summary template for capital budget.
The template for operational budget work fine.
Cannot enter Purchase Orders or Invoices or Journals directly in GL.

To check if you have this issue, if you are a non federal financials user, confirm that you have Summary (S) rows in the table gl_bc_period_map.

Changes

 

Cause

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