Encumbrance is Stuck when Canceling a Purchase Order (PO) that has Never Been Budget Checked. (Doc ID 2224162.1)

Last updated on JUNE 23, 2017

Applies to:

PeopleSoft Enterprise SCM Purchasing - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

If a purchase order which has never held a Valid Budget Status is Canceled, the Budget Status ends as 'Not Checked'. When a Batch Budget Check process runs, the dollar amount of the Canceled PO is encumbered.

Steps to recreate the issue:

  1. Create a purchase order but do not budget check.
  2. Cancel the PO using the Red X on the main page.
  3. PO Status = CANCELLED. Budget Status = Not Checked.
  4. Run a Batch Budget Check process.
  5. Review the Cancelled PO and now the Budget Status = VALID.
  6. Review the Budget associated to this purchase order and now the dollars are encumbered and stuck.

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