EGL9.2:KK Budget Checking Process (FS_BP) Does Not Select Budget Journals With Status "Checked Only" (Doc ID 2055518.1)

Last updated on FEBRUARY 08, 2017

Applies to:

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

Symptoms

On : 9.2 version Image 8, KK-Budget Checking

ACTUAL BEHAVIOR
---------------
KK Budget Checking Process (FS_BP) Does Not Select Budget Journals with Status "Checked Only"

Replication Steps
1. Go to Installation Options->Commitment Control. Enable Budget Pre-Check for Budget Journals.
2. Go to Commitment Control->Budget Journals->Enter Budget Journal. Create a valid Budget Journal.
3. Choose Budget Pre-Check as Process Option on Journal Lines Page and Click Process button.
4. Get a Budget Header Status of "Checked Only". Which is actually BD_HDR_STATUS = "C"
5. Go to Commitment Control->Post Control Budget Journals->Request Posting. Create and Submit Post Request with Criteria to Include the "Checked Only" Journal.

Expected Result was Checked-Only Budget Journal would be selected and posted.
Actual Result was Checked-Only Budget Journal was not selected to be posted.

In troubleshooting the FS_BP application engine programs, the customer discovered:

1) PeopleCode that creates the Where clause for initial selecting (App Engine Peoplecode in FS_BP_SHDR.uHStatus.BldSQL.OnExecute) includes a section with hard-coded criteria for BD_HDR_STATUS which does not include the value "C".
If FS_BP_AET.KK_PROCESS_TYPE <> "D" Then
&SQLWhere = &SQLWhere | &Delm | "(" | Field.BD_HDR_STATUS | "= 'N' OR " | Field.BD_HDR_STATUS | " = 'E')";
End-If;

2) Also, the 2 views (KK_BD_HDR_VW, KK_JHDR_VW) used as prompt tables for Journal Id fields on Request page do not include "C" as part of BD_HDR_STATUS criteria and thus, checked-only budget journal ids are not provided to select.

3) This issue does not occur when posting an individual budget journal through online post because there is Component PeopleCode (KK_BUDGET_ENTRY.KK_BUDGET_HDR.SavePreChange) that resets the BD_HDR_STATUS to 'N' before the request gets submitted to FS_BP for budget posting.
If KK_BUDGET_HDR.BD_HDR_STATUS <> "N" And KK_WRK.KK_PRCS_LIST <> "C" Then &refresh = "Y"; End-If; KK_BUDGET_HDR.BD_HDR_STATUS = "N";

Current workarounds are 1) To resave so Status set back to "N" or 2) Post online

EXPECTED BEHAVIOR
-----------------------
Expected Result was Checked-Only Budget Journal would be selected and posted.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Enable Budget Pre-Check for Budget Journals ( Navigation path: Set Up Financials/Supply Chain > Install > Installation Options > Commitment Control)
2. Create a budget journal ( Navigation path: Commitment Control > Budget Journals > Enter Budget Journals)
3. Choose Budget Pre-Check as Process Option on Journal Lines Page and Click Process button.
4. Observe the Budget Header Status is changed to “Checked Only” on Budget Lines: And also in Budget Header the status is “Checked Only”:
5. Search the budget journal entry ID to post it ( Navigation path: Commitment Control > Post Control Budget Journals > Request Posting) and there is no result, the journal ID cannot be found.
6. Insert with Copy-Paste the journal ID and hit the Run button and the journal is not found and not posted, although the process went successfully.


Cause

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