EGL9.1+: Exceeds Budget Tolerance Error When Budget Checking Bill and Using Control Option 'Tracking w/o Budget'. (Doc ID 2029230.1)

Last updated on SEPTEMBER 21, 2016

Applies to:

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

Symptoms

Environment:
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FMS 9.2 Image 11

Statement of the issue:
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Budget Definition for Revenue budget has control option of Tracking w/o Budget.
After budget checking Billing invoices some transactions are running in budget exception 'Exceeds Budget Tolerance'.
Budget checking process should have allowed these transactions. The customer never saw these budget exceptions in earlier version.

Expected Behavior:
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When using control option of Tracking w/o Budget, the system is designed to allow transactions through and maybe give a warning. If you are tracking with out budget you should not have to override every transaction.

Steps to Replicate:
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  1. Budget Definition CC_REV, tolerance 5%. Account, department and fund code are required and control option = Tracking w/o Budget
  2. Created budget for 1000 USD.
  3. Budget With Tolerance is 1050.
  4. Created bill 0000678645 for 1060 USD.
  5. Create a bill and run all Billing processes.
  6. Last process is FS_BP and this is running to Warning.
  7. Navigate to Commitment Control > Review Budget Check Exceptions > Revenues > Billing Invoice and Exception = Exceeds Budget Tolerance.


Business Impact:
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This will delay the go-live date.

Cause

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