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 JUNE 21, 2017

Applies to:

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

Symptoms

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

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

STEPS
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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

Cause

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