My Oracle Support Banner

Implementation And Troubleshooting Of Budgetary Control Using Financial Plan (Doc ID 2313207.1)

Last updated on JANUARY 07, 2019

Applies to:

Oracle Project Planning and Control - Version 12.2.5 and later
Information 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

To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!


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 ?

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.