Budget Check Validation On Pcard Reconcile Page Does Not Set as 'Error' When Budget is Not Valid (Doc ID 2941307.1)

Last updated on MAY 30, 2023

Applies to:

Symptoms

Budget Check Validation On Procurement Card Reconcile Page Does Set as 'Error' When Budget is Not Valid.

The issue can be reproduced at will with the following steps:

Setup

1. On Ledger Group of DETAILS add your Offset for PO_PROCARD. Menu > Commitment Control > Define Control Budgets > Budget Definitions
2. Source Transaction Setup. Commitment. Commitment Control Amount type = 'Planned'. Menu > Commitment Control > Define Control Budgets > Budget Definitions
3. Go to Budget Overview. No money in for dept '10000'. Menu > Commitment Control > Review Budget Activities > Budget Overview
4. Cardholder profile. BU GL = 'US005', Account = '500000', Dept = '10000'. No budget for this combination. Menu > Purchasing > Procurement Cards > Definitions > Cardholder Profile

Steps

1. Run Load Pcard Stage process. Menu > Purchasing > Procurement Cards> Process Statements > Load Pcard Stage
2. Run Load Pcard Statement. Menu > Purchasing > Procurement Cards> Process Statements > Load Pcard Statement
3. Reconcile Pcard Statement. Showing all lines Budget Status as 'Valid'. But Chartfield for all lines are not valid for budget. Menu > Purchasing > Procurement Cards > Reconcile > Reconcile PCard Statement
4. Change dept to 12000 (also do not have budget setup). Budget status changed to ‘Not checked’
5. Budget check line 1
6. Budget check status is valid and should not. There is no money on budget for this chartfield combination. Should get status = ‘error’

Cause

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