EGL9.1 - Budgets Overview - Users Without Superuser Access Unable To Use Display Option Summation (WAD)

(Doc ID 1949271.1)

Last updated on NOVEMBER 27, 2014

Applies to:

PeopleSoft Enterprise FIN General Ledger - Version 9.1 to 9.2 [Release 9]
Information in this document applies to any platform.


On : 9.1 version, KK-Budget Checking - KK Budget Checking Security

Budgets Overview - Users without Superuser access unable to use Display Option Summation

With Budget Checking Security setup, users that have budget overview to allow access to a subset of funds are unable to use the display options to perform summations. When requested to sum, the page returns results as if all chartfields are checked.

Users that have a superuser role are able to perform the summations using the Display Options link.

With Budget Checking Security setup, users who do not have superuser role and only have access to a subset of fund values - both explicit value as well as a specific tree node of values - need to see summarization of returned rows when using the Display Option to perform summarization.

The issue can be reproduced at will with the following steps:
1. Set up Budget Security for INQUIRE event
2. Set up the following Budget Rules -
    a. INQUIREALL - superuser access to all chartfields, all values
    b. AEXXBMINQ - regul - ar access to explicit fund code and also specific tree node of fund code values
3. Assign User(A) to both rules above
    Assign User(B) to only explicit rule AEXXBMINQ
4. When using Budget Overview with summation options
    User(A) sees all rows for summation option summed by the 3 chartfields to be summed >> this is correct
    whereas User(B) sees all rows as if summation option was selected for all chartfields not just the 3 chartfields to be summed >> this is incorrect


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