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PO Rollover (PY Enc Open option) is Creating Double Encumbrance for PO Distribution Lines That is NOT Rolled Over (Doc ID 2506367.1)

Last updated on NOVEMBER 27, 2019

Applies to:

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

Symptoms

PO Rollover (Keep PY Enc Open option) is creating double encumbrance for PO distribution lines that is NOT rolled over.

STEPS

The issue can be reproduced at will with the following steps:
1. Create a two-line PO, each line with slightly different distribution (each charging to a different department, for example).
  Additionally, set accounting date of PO to prior year and confirm that budget date on each line is prior year.
  Approve PO, Budget Check PO and Dispatch PO.
2. PO Rollover View. Select the PO but include deptid of the second line (only)
3. PO Rollover Workbench, check the box next to the PO, and click the ‘PY Encum Open’ button. Save the page.
4. Run the PO Roll Open Encum
5. Budget check the PO
6. Go to Distribution for PO line 1. Additional distribution line (second) was created as 'Open' Status, KK Close Flag unchecked and Budget Date is the same of distribution line 1.
  The first line was canceled and KK Close flag was checked. Looks good.
7. Go to Distribution for PO line 2. Additional distribution line (second) was created as 'Open' Status and KK Close Flag unchecked and Budget Date is the new year.
  The first line was canceled and KK Close flag was checked. Looks good.
8. Go to Budget Overview. Noticed that the encumbrance for 2018 for dept that was not rolled is showing double encumbrance.



Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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