EGL: PC BU As Control Chartfield When Commitment Control Not Turned On For Project Costing
Last updated on NOVEMBER 29, 2016
Applies to:PeopleSoft Enterprise FIN General Ledger - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.
Site has Commitment Control turned on and Project Costing installed, but not using Commitment Control with Project Costing.
Site is trying to use PC BU as Control Chartfield in order for a limited set of GL journals to get budget checked, specifically only those GL journals with one of two PC BU values in the journal lines. Though have been successful using Project in the Control Chartfield, have not been successful using PC BU in the Control Chartfield.
1.installation options, products, for commitment control only select GL; have Project Costing and related modules installed
2.ledgers for a unit for ACTUALS ledgcer group, Commitment Control Options tab, select in budget definitions KK_PROJECT and KK_DETAIL (Detail checked)
3.KK_DETAIL budget definition,
.control option 'Track Without Budget'
4.KK_PROJECT budget definition
.control option 'Control'
.control cf = PC BU
.ruleset cf = PC BU
.keys and trans, list PC BU and Project, value required for both
.no calendar specified
.control cf tab
unchecked All Control Values
checked Bypass Blank Values
only 2 values so far: PC BU 16CAP, PC BU 50CAP
.excluded account types - A, C (contractual), L, Q, R
.exception accounts: 160000 through 169000
5.enter, edit, budget check a gl journal with no pc bu / project / activity
6.enter, edit, budget check a gl journal with pc bu / project / activity
7.review budget activities for the chartfield string and budget period in each above gl journal. See journal with no pc bu got budget checked to
KK_DETAIL. See journal with pc bu did not get budget checked to KK_PROJECT.
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