Finalize Button Grayed Out When Total Budget Adjustments Net To Zero.
Last updated on MAY 16, 2017
Applies to:PeopleSoft Enterprise FIN Project Costing - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.
On : 9.2 version, Functionality
When adjusting the budget and the total of that is zero, the finalize button is not active. Budget adjustments not finalizing if they are net neutral
Allow Finalize in case of Budget adjustments that net to 0.
1. Navigate to Budget Plan: Project Costing >> Budgeting >> Budget Plan, and add a new Plan for the project.
2. Go to Budget detail and click on project budget items icon. On the Project Budget Items page, select the Budget plan , spread Option as 'Adjust by Amount' and Budget Adjustment is 0. Click on 'Distribute Budget' and then ok.
3. Click on 'Other' link to go to 'Adjust Budget Periods'. Select spread Option as 'Adjust by amount'. Increase Budget for 2017 by USD 100 and decrease budget for 2016 by USD 100. Click on Distribute budget button and then ok.
4. Go back to Budget Plan. Notice that Total Distributed amount and Finalized amount are zero and 'Finalize' button is grayed out.
Allow finalize in the above usecase rather than having to do it in a 2 step process.
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