EBI/KK92: BI Invoice Budget Exception When Budget Definition Set to Track, Due to Commitment Control Option Setting in Source Transaction Type BI_INVOICE (Doc ID 2161223.1)

Last updated on JULY 14, 2016

Applies to:

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

Symptoms

FSCM 9.2, Tools 8.54

When budget checking an invoice in the Billing module, receiving budget exception "No Budget Exists" even though commitment control budget definition's Control Option is set to "Track Without Budget". Note: if Control Option is set to "Track Without Budget", the invoice should pass budget checking even when there is no budget for the chartfield string(s) in the invoice distribution accounting lines.
 
STEPS
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The issue can be reproduced with the following steps:
1. Set the commitment control budget definition(s) Control Option to "Track Without Budget".
2. Enter and budget check an invoice in the Billing module that will post to the above commitment control budget definition(s), where there is no budget amount posted to the budget definition(s) for the same chartfield string(s) and budget period as in the invoice distribution accounting lines.

Cause

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