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 JUNE 07, 2017

Applies to:

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


On : 9.2 version, AR Update - Posting

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

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

The issue can be reproduced at will with the following steps:
1. Created a new Invoice
2. Interfaced Item to AR
3. Created a Refund using a Maintenance Worksheet
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

The issue has the following business impact:
Cannot pass budget check.


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


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