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EGL 9.2: Budget Overview Inquiry Chartfield Descriptions Do Not Display if Chartfield Effective Date is Greater Than Budget Definition (Doc ID 2253145.1)

Last updated on OCTOBER 01, 2018

Applies to:

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


Budget Overview does not display CF description when CF effective date is greater than Budget Definition effective date

If the CF value is returned on the Budget Overview, then the description should also be populated.

The issue can be reproduced at will with the following steps:
1. Create Budget Definition with effective date 1/1/1900
- Ruleset/Control CF does not use tree
- Define range of values for Control CF, say Dept 15000 to 20000
2. Create new Dept 17000 with effective date = current date
3. Create Budget journal for Dept 17000
4. Run Budget Overview
5. Row for Dept 17000 is returned but description is not populated

See replication steps attached


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