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Voucher Budget Check Error: Ref Doc Is Finalized Error (Doc ID 1447753.1)

Last updated on JULY 06, 2020

Applies to:

PeopleSoft Enterprise FIN Payables - Version 9.1 to 9.1 [Release 9]
PeopleSoft Enterprise SCM Purchasing - Version 9.1 to 9.1 [Release 9]
Information in this document applies to any platform.


When budget checking a Voucher, the process leaves the Voucher in a Budget Status = Exceptions. The Exception is "Ref'd Doc has been Finalized"

In this situation, a Purchase Order is created for $100.00. Budget Checked and Dispatched. The Voucher is created for an amount greater than the PO amount, $150.00 and the PO is Finalized. Matching is run and logs a Match Exception due to the price difference.

To get past the Match Exception, the Buyer creates a change order on the PO, increasing it to the Voucher Amount of $150.00 and Budget Checks and re-dispatches the PO. Matching is run again and the Voucher is Matched.
When the Voucher is budget checked, it ends in error:

The budget exception is: "Ref'd Doc has been Finalized"

Steps to recreate the issue:

  1. Enable Commitment Control
  2. Create a PO for 100.00. Budget Check and Dispatch
  3. Voucher the PO for 150.00. Finalize the Voucher. Run Matching
  4. Matching goes to Exception due to price difference
  5. Create a change order on the PO, increasing the Price to 150.00
  6. Save, budget check and dispatch the PO
  7. Return to the voucher and run Matching. Voucher is now Matched
  8. Run Voucher Budget Check. Ends in Budget Exception
  9. Exception is "Ref'd Doc has been Finalized"


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