Flow Chart For Financial Plan Baseline
(Doc ID 2619434.1)
Last updated on FEBRUARY 18, 2020
Applies to:Oracle Project Planning and Control - Version 12.1.3 and later
Information in this document applies to any platform.
To provide logical flow of financial plan baselining.
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In this Document
|Process Flow for Baselining the Financial Plan:|
|Step 1: Picking relevant financial plan type.|
|Step 1.1: Choosing the financial plan Type for cost and revenue are the same.|
|Step 1.3 Choosing the Revenue Only financial plan Type|
|Step 1.4 Choosing the financial plan type for cost and revenue are different.|
|Step 2: Process flow in the Package: PA_FIN_PLAN_PUB.baseline|
|Step 2.1: Raise an Error when no budget is selected while baselining|
|Step 2.2: Raise an Error when no employee record is found in HRMS.|
|Step 2.3: Check if Provided Budget version we are setting as Current Version has already updated.|
|Step 2.4: Check if Provided Baselined Version is updated by any User.|
|Step 2.5: Choose plan type based on Step 3 and Step 4|
|Step 2.6: Logic If Financial plan type = ‘ORG_FORECAST’|
|Step 2.7: Logic if financial plan type is not Org Forecast|
|Step 2.8: Check For one Baselined Version before baselining the current version.|
|Step 2.9: Extract count of Budgetary Control defined at project level.|
|Step 2.10: Check for multiple budgetory control is enabled for the project for same plan type|
|Step 2.11: Business logic if only one budgetary control is enabled.|