Managing Tree Hierarchies in Oracle Fusion Budgetary Control (Doc ID 2014771.1)

Last updated on FEBRUARY 02, 2017

Applies to:

Oracle Fusion Budgetary Control - Version 11.1.9.2.0 and later
Information in this document applies to any platform.

Goal

Budgetary Control uses account hierarchies, or trees, to:

• Control spending at summary account levels
• Report hierarchical fund balances

Each control budget segment can be associated with a tree. The budgetary control process identifies the summary value for the segment from the tree version and the tree label assigned to the control budget segment.

You can update an existing tree version, or create a new tree version if you go through a reorganization and your tree changes. Tree changes include the addition, deletion or transfer of departments within the department hierarchy or any other segment with a hierarchy. In both cases, you must redefine the control budget. If you’re updating an existing tree version, you must also run a process to update budgetary control with the tree changes.

Starting in Release 11, you can add tree hierarchies to a budgetary control Essbase cube to be used solely for reporting, and not to control spending. Budgetary Control maintains separate cubes for every unique combination of budget calendar and control budget structure. You must run a process to add or update the reporting tree hierarchy to an Essbase cube.

This support note describes how to update the tree hierarchies in Budgetary Control.

Solution

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