Purchase Order (PO) Budget Line Status Set to 'Not Checked' from ‘Valid’ when Dispatch from PO Header and PO Line Schedule has Multiple Distribution Lines
(Doc ID 2944907.1)
Last updated on OCTOBER 23, 2024
Applies to:
PeopleSoft Enterprise SCM Purchasing - Version 9.2 to 9.2 [Release 9]Information in this document applies to any platform.
Symptoms
After online Purchase Order(PO) dispatch is run on a Purchase Order(PO) that has Valid budget status, if the Purchase Order(PO) has the following criteria then the budget status on one of the multiple PO_LINE_DISTRIB rows for one Purchase Order(PO) line schedule reverts to Not Checked, even though the Purchase Order(PO) header budget status remains Valid.
Purchase Order(PO) criteria:
--has multiple distribution (PO_LINE_DISTRIB) rows for one or more Purchase Order(PO) line schedules
--in the all the distribution (PO_LINE_DISTRIB) rows the MERCHANDISE_AMT does not equal the MONETARY_AMOUNT
--plus one of the distribution (PO_LINE_DISTRIB) row's MONETARY_AMOUNT does not equal the MONETARY_AMOUNT in all the other distribution rows for the same Purchase Order(PO) line schedule
Steps:
1.Turn on Commitment Control for Purchasing [Navigation: Set Up Financials/Supply Chain> Install> Installation Options > Products link]
2.PO BU US001 linked to GL BU US005
3.Ledgers For A Unit, Commitment Control Options, for RECORDING ledger group, specify budget definition CC_ORG [Navigation: Setup Financials/Supply Chain > Business Unit Related > General Ledger > Ledgers For A Unit]
4.Enter a Purchase Order(PO) via Purchasing > Purchase Orders > Add/Update POs, with:
--1 line
--1 schedule
--5 distribution lines
5.On Schedule, click on Sales/Use Tax icon
6.On Sales/Use Tax for Schedule, select Sales Tax Applicable then click on Calculate SUT, click OK, click Return to Main Page
7.On main page, click Save
8.Then click to Budget Check the Purchase Order(PO); Budget check status now ‘V’
9.Query of PO_LINE_DISTRIB – see all rows have BUDGET_LINE_STATUS ‘V’
Note: Monetary Amt on last distribution line is different than first 4 distribution lines
Unit PO No. Ln Sched DistribLn PO Qty Merch Amt Monetary Amt Budget Status
US001 0000000444 1 1 1 1.4000 1603.000 1671.130 V
US001 0000000444 1 1 2 1.4000 1603.000 1671.130 V
US001 0000000444 1 1 3 1.4000 1603.000 1671.130 V
US001 0000000444 1 1 4 1.4000 1603.000 1671.130 V
US001 0000000444 1 1 5 1.4000 1603.000 1671.120 V
10.Run Purchase Order(PO) Dispatch from the online Purchase Order(PO) page
11.Query of PO_LINE_DISTRIB – see that last of 5 distribution lines where Monetary Amt is different than Monetary Amt on first 4 distribution lines, gets BUDGET_LINE_STATUS ‘N’
Unit PO No. Ln Sched DistribLn PO Qty Merch Amt Monetary Amt Budget Status
US001 0000000444 1 1 1 1.4000 1603.000 1671.130 V
US001 0000000444 1 1 2 1.4000 1603.000 1671.130 V
US001 0000000444 1 1 3 1.4000 1603.000 1671.130 V
US001 0000000444 1 1 4 1.4000 1603.000 1671.130 V
US001 0000000444 1 1 5 1.4000 1603.000 1671.120 N
12.While budget status in Purchase Order(PO) header remains 'V'
13.And the budget checked amount in Commitment Control > Review Budget Activities > Review Budget Details, click on Activity Log, remains the same
Tran Line Doc Label Doc ID Account Dept Budget Period Monetary Amt
1 Purchase Order: 0000000444 500000 42000 2022 1,671.13
2 Purchase Order: 0000000444 500000 42000 2022 1,671.13
3 Purchase Order: 0000000444 500000 42000 2022 1,671.13
4 Purchase Order: 0000000444 500000 42000 2022 1,671.13
5 Purchase Order: 0000000444 500000 42000 2022 1,671.12
Changes
Cause
To view full details, sign in with your My Oracle Support account. |
|
Don't have a My Oracle Support account? Click to get started! |
In this Document
| Symptoms |
| Changes |
| Cause |
| Solution |
| References |