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EAR 9.2: AR Refund Resulting In Budget Status "Error" As Budget Date Is Blank Under Accounts Receivable (Doc ID 2239393.1)

Last updated on JANUARY 24, 2020

Applies to:

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

Symptoms

On : 9.2 version, AR Update - Posting

When attempting to run refund process it is failing with the following error code.

ERROR MESSAGE:

     " Budget Status "Error" (E97) as Budget Date is blank under Accounts Receivable. "


REPLICATION STEPS:


     1. Created a new Invoice
     2. Interfaced Item to AR
     3. Created a Refund using a Maintenance Worksheet
     4. Ran ARUPDATE
     5. See AR_UPDATE2 step message that highlights the error
     6. Review Accounts Receivables>Receivables Update>Revenue Estimates>Review Transaction by Item to see the transaction that failed budget check due to a blank budget date

To gather more information concerning this scenario and its related problem, refer to the available Replication Steps PDF Document here linked containing the complete configuration and the replication steps necessary to reproduce the issue.

As a result, the transaction cannot pass budget check.

Note: Same error occurs when a user is doing a Write-Off on a Maintenance Worksheet. This bug fix also resolves issue with maintenance worksheet.

NOTE: In the <images or examples> <above or below> and/or the attached document, user details / company name / address / email / telephone number represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance).  Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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