EGL: 9.2 Resource Type Not Using PC Business Unit During Posting Of Budget Journal (Doc ID 1902214.1)

Last updated on JUNE 30, 2017

Applies to:

PeopleSoft Enterprise FIN General Ledger - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Goal

During Budget Journal Posting, the GL Business Unit is being used for the Set Control Value and indicates that the Resource Type is invalid when it is not. Budget process (FS_BP) throws the below error -


ERROR
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ChartField error for value XXX fieldname Source Type, (prompt table PROJ_RESTYPE_FS).


STEPS TO REPLICATE
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The issue can be reproduced at will with the following steps:
1. Setup budget definition on Project ID, PC Business Unit, Activity ID and Resource Type.
2. Make sure the SETID for record group PC_16 for table set control value = PC Business Unit (which will be used on the budget journal), should be different than the GL Business Unit on the budget journal (Header Business Unit). Example - PC Business Unit is US001 , SETID for record group PC_16 under table set control US001 is EGV05, and Budget Header Business Unit is EGV01.
3. Create a resource type under SETID EGV05. Use the resource type which creating the budget journal. Post the journal.
4. Budget error would appear.

 

Solution

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