PO-ENH: Add Budget Check Validations on Very Old Requisitions (Doc ID 2074723.1)

Last updated on SEPTEMBER 26, 2017

Applies to:

PeopleSoft Enterprise SCM Purchasing - Version 9.1 and later
Information in this document applies to any platform.

Symptoms

Suggested Enhancement:

 Old requisitions from prior periods should not automatically budget check just because the budget rules were changed in a way that cleared the budget exception on these old requisitions.

Steps to accomplish functionality:

1. Prevent old requisitions from being budget checked without some intervention from user.

BUSINESS SCENARIOS/EXAMPLES

Let's say that there was a rule in place that would generate a budget exception if any single requisition went over $5000.  As a result of the rule, a number of requisitions are in budget exception and (for whatever reason) never revisited.  Many months later (in a different financial period) , the budget rule is changed to allow any single requisition under $10,000.... suddenly, these year old requisitions from a prior, closed period are getting budget checked successfully.  If the buyer's don't catch the really old date, they could process an old, stale requisition.

Cause

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