R12: Implementation and Troubleshooting of Budgetary Control Using Financial Plan
(Doc ID 2313207.1)
Last updated on APRIL 05, 2024
Applies to:
Oracle Project Planning and Control - Version 12.2.5 and laterInformation in this document applies to any platform.
Purpose
This document is intended to understand the setup required and troubleshooting of budgetary control using financial plan
Troubleshooting Steps
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In this Document
Purpose |
Troubleshooting Steps |
Implementation: |
Budgetary Control Overview |
Implementation Flow |
Profile Option |
Financial Plan Type setup |
Budgetary Control Levels |
Amount Type for Budgetary Control |
Boundary Code for Budgetary Control |
Defining Budgetary Control at the Project Type Level |
Defining Budgetary Control at the Project Template Level |
Defining Budgetary Control at the Project Level |
Modifying Budgetary Control Options for the Budget Working Version |
Funds Check Results Review – Baselined Financial Plan Version |
View Transaction Funds Check Results – Search Options and Transaction Details |
View Transaction Funds Check Results – Funds Check Results and Corrective Actions |
View Funds Check Balances |
Troubleshooting: |
Issue 1: Is it possible to use budgetary control using financial plan ,which is upgraded from budget type through upgrade ? |
Issue 2: Is it possible to use the project type that is being used already form budget to financial plan type ? |
Issue 3: Is it possible to use the resource list for "financial plan type budgetary control" functionality ? |
Issue 4: Is it possible to have GL integrated budget using "financial plan type budgetary control" ? |
Issue 5: What are the Control levels available using "financial plan type budgetary control" |
Issue 6: Is it possible to override the budgetary control at plan type level ? |
Issue 7: What are the amount type available using "financial plan type budgetary control" ? |
Issue 8: What are the boundary code available using "financial plan type budgetary control" ? |
Issue 9: How to check transaction fund check result using "financial plan type budgetary control" ? |
Issue 10: How to check Budget account detail and fund check detail for Gl integrated budget ? |