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EGL 9.2: Project Field Lookup Not Working Correctly On Funding Source Allocation (Doc ID 2499762.1)

Last updated on SEPTEMBER 26, 2022

Applies to:

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


Project field lookup not working correctly on Funding Source Allocation

When entering a Funding Source Allocation from the Add a New Value page, any project that already has a funding source allocation assigned, will show in the Project lookup field. However, if the user first navigates to the Find an Existing Value page and enters business unit and Ledger Group and then clicks on the Add a New Value tab, the business unit and Ledger Group copy over but the Project lookup is empty. 

Funding Source Allocation page should prompt correctly regardless on how the page is accessed

The issue can be reproduced at will with the following steps:
1 Created project ABCD in SHARE set id (Set up Financials / Supply Chain > Common Definitions > Design ChartFields > Define Values > Projects)
3 Added project ABCD to budget definition: SETID: XYZ, Control Budget Definition EG_NET, Control Chartfield page added CLINT project and checked FS Required box.
4 Added Funding Source Allocation to business unit US001, Project ABCD
5 In Funding Source Allocation Find an Existing Value page, enter values and see Project available for selection.
6 Click on Add a new Value tab. See that business unit and Ledger Group copy over. Click the magnifying glass next to Project. See that there are no values in the look-up.
7 Go out of Add a New value tab and reenter the tab. (Ensure all fields are blank). Enter business unit and ledger group. Then click the Project lookup. Notice that ABCD now appears.
8 The Project look-up finds existing funding source allocations if each field is entered into the Add a new Value tab, but if the fields are entered on the Find an Existing Value tab and then the user switches to the Add a New value tab, the values automatically come over to the new tab, however, the Project look-up is blank.

Replication Steps can we found here.





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