BIPCC000/CA_BI_UPD Is Incorrectly Updating Withhold Release Status To 'C' Even Though The Invoices Associated With The Released Amounts Are Not Approved In Billing (Doc ID 2086803.1)

Last updated on DECEMBER 14, 2015

Applies to:

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

Symptoms

On : 9.2 version, CA/BI Integration

ACTUAL BEHAVIOR
---------------
BIPCC000/CA_BI_UPD process when run globally is updating the With holding release status (CA_WTH_RELEASE.WTHD_REL_STATUS) to 'C' even though the invoices associated with the released amounts are not approved in billing

EXPECTED BEHAVIOR
-----------------------
BIPCC000/CA_BI_UPD process should not incorrectly update the With holding release status (CA_WTH_RELEASE.WTHD_REL_STATUS) to 'C' when the temp invoices associated with the released amounts are still in WIP.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Create a contract of type Government Contract and assign a rate based contract line.
2. Assign a Project and an Activity to that contract line.
3. Enter Withholding terms: 10% and specify the Project/Activity in the relevant fields
4. Assign a Bill Plan and a Revenue Plan for the contract line. Select the Pre-Approved and Direct Invoicing checkboxes on the Bill Plan
5. Created a billable (BIL) transaction against the above project/activity for say $1000.
6. Run CA_BI_INTFC.
7. Complete all the steps in Billing module and then run PC_BI_TO_PC process.
8. 'WTH ' (witholding) row gets created in PS_PROJ_RESOURCE
9. On the withholding terms page of the contract, fill in the release section saying that the 10% amount being withheld needs to be billed. Set the Release status to Ready
10. Run CA_BI_INTFC.
11. Run BIIF000 process.
11. Temp invoices will be created for the WRL rows, CA_WTH_RELEASE.WTHD_REL_STATUS = I (In Process) which is correct... But don't approve the temp invoice for the released amount yet.
12. Create another billable (BIL) transaction against the above project/activity for say $2000.
13. Run CA_BI_INTFC.
14. Run BIIF000, approve the new Temp bill associated with $2000
15. Run Finalize and print process, BICURCNV processes
16. Run BIPCC000 process. When running the process, try running it for the entire BU. BIPCC000 calls CA_BI_UPD which is actually updating the CA_WTH_RELEASE.WTHD_REL_STATUS to 'C' for the earlier release amount for which the temp invoice was not approved yet. This is incorrect.

Cause

Sign In with your My Oracle Support account

Don't have a My Oracle Support account? Click to get started

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms