EGL 9.2: Budget Overview Page Does Not Show Planned Amounts When Using Summary Budget Period Calendars (Doc ID 2055715.1)

Last updated on SEPTEMBER 14, 2015

Applies to:

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

Symptoms

ACTUAL BEHAVIOR
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Budget Overview page does not show Planned Ledger amounts when using Summary Budget Period Calendars

EXPECTED BEHAVIOR
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Budget Overview should show same Planned Ledger amounts when using Detail Budget Period or Summary Budget Period inquiry criteria

STEPS
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The issue can be reproduced at will with the following steps:
1. Add Planned Commitment Control Type ledger to KK Ledger Group and check Affect Spending Authority (Main Menu > General Ledger > Ledgers > Ledger Groups)
2. Use existing or create Quarterly Budget Period Calendar (Main Menu > Setup Fin/SCM > Common Definitions > Calendars/Schedules > Budget Period Calendar)
3. Create Summary Budget Period Calendar that uses the quarterly Budget Period Calendar (Main Menu > Setup Fin/SCM > Common Definitions > Calendars/Schedules > Summary BP Calendar)
4. Ensure the Control Budget is defined to use the quarterly calendar id
5. Create journal entry with KK Amount Type set to Planned
6. Run Budget Overview using Summary Budget Period for Type of Calendar search criteria (Main Menu > Commitment Control > Review Budget Activities > Budgets Overview)
 - Planned Amount is shown as zero and Available Budget remains unchanged
7. Run Budget Overview using Detail Budget Period for Type of Calendar
 - Expected results returned showing correct Planned Amount and Available Budget

Cause

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