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EGL92: Budget Period Open Vs. Closed and How Manual Delete of Budget Attributes - Which Contains the Budget Closed Status 'Y' - Is Allowed But Should Not Be Allowed (Doc ID 2808407.1)

Last updated on SEPTEMBER 20, 2021

Applies to:

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

Symptoms

After running the FSPYCLOS Budget Close process for a GL BU, Budget Ledger Group, Chartfield String and Budget Period - which updates the Budget Closed
Status from 'N' to 'Y' and inserts a row to Budget Attributes table - was then able to manually delete the Budget Attributes row with Budget Closed Status set to
"Y" from the Set Options page and save. After manually deleting the Budget Attributes row with Budget Closed Status set to "Y", was then able to budget
check new budget journals and source transactions to that GL BU, Budget Ledger Group, Chartfield String and Budget Period.

NOTE: Online manual delete of the Budget Attributes row which includes the Budget Closed Status set to "Y" from the Set Options page should not be allowed;
only running the FSPYCLOS Budget Close process should update the Budget Closed Status.


REPLICATION STEPS:
Given a specific GL BU, Budget Ledger Group, chartfield string and Budget
Period that has Budget Hold Status "Open" and Budget Closed Status "N" -
1.confirmed that no budget attribute row exists for GL BU US006, Budget
Ledger Group APPROR, chartfield string [Account 500000/Fund F200/Class C50],
Budget Periods 2020 & 2021
2.posted a budget journal to GL BU US006, Budget Ledger Group APPROR,
chartfield string [Account 500000/Fund F200/Class C50], Budget Periods 2020 &
2021
3.clicked on Set Options, now see budget attribute row for C50 for budget
period 2020, not 2021
4.followed the steps to close the above GL BU, Budget Ledger Group,
chartfield string, budget period using the FSPYCLOS budget close process
5.for above GL BU, Budget Ledger Group, chartfield string, budget period -
saw the following in Budget Attributes for above chartfield string and budget
period 2020-
---- [A] Budget Hold Status untouched, remained Open
---- [B] Budget Close Status changed from 'N' to 'Y'
6.when tried to budget check a budget journal, gl journal, req and PO to
above, get budget exception, 'Budget is Closed' for each
7.viewed below on Budget Attributes page for above
  Budget Period    [A] Budget Hold Status    [B] Budget Closed Status
        2020                        Open                                    Y
8.next deleted above row, clicked save
9.when tried to budget check a budget journal to above, it passed; so did a gl journal, req and PO - all passed

NOTE: the above online manual delete of the Budget Attributes row which includes delete of the Budget Closed Status set to "Y" should not be allowed;
only running the FSPYCLOS Budget Close process should update the Budget Closed Status.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References

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