EGL: Budget Overview Component Does Not Calculate Balance Correctly When There Are Planned Amounts.

(Doc ID 1951200.1)

Last updated on SEPTEMBER 14, 2016

Applies to:

PeopleSoft Enterprise FIN General Ledger - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

Customer Environment
===================
Application Release 9.2


Issue
=====
We have a few planned ledgers configured. The Budget Overview component is displaying Planned Amount field, but doesn't calculate the planned amount/balance.

 

DESCRIPTION
===========
The Budget Overview component is displaying Planned Amount field, but does not calculate the planned amount/balance. Technical research indicates that the
code behind the Budget Overview component does not factor in Planned Ledgers at all.

REPLICATION STEPS
=================
1. Create ledger for Planned Commitment Control type.
2. Add Planned Ledger to Ledger group and check Affect Spending Authority.
3. Create transaction to impact Planned Ledger.
4. Review Commitment Control Budget in Budget Overview Inquiry page.
Planned Budget will be 0, results will be 0 but when drilling to Budget
Detail, will see plan amount.
Planned Amount does not get calcuate in Overall Budget Amount.
Please attached replication document.



Business impact
=============
Could delay milestones



Cause

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