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Budgetary Control
Discussion List
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Split "Budget Manager" into Manager & Initiator + enable approvals for all budget transactionsHello Team, Greeting, Kindly I need to ask two Question about Budget Control. Q1 — Role split (Budget Manager → Budget Initiator): Can we derive a sub-role “Budget Initi… -
Is it possible to lock budget period during year end and record Liquidation as the same time?Encountered a requirement include both control and reporting purpose. Control Part: To prohibit PO created while consuming last year remaining budget through changing bu…
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Best practice for Budgetary control at detailed item level for Non-project based purchasesI am looking for the best practice followed for the following use case at our existing customer who is in the construction (real estate development and investment) busin…
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Is there a way to prevent an encumbrance from posting into a prior FY when Reopening a PO?Summary: We've noticed that when someone reopens a finally closed PO, the encumbrance will be placed back on the budget based on the PO Creation Date, which has been in … -
Unable to run refresh tree for budgetary control processSummary: Refresh Tree for Budgetary Control process doesn't show any value in the Tree list of values, knowing that all control budgets are closed Content (please ensure…
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How to Register Budget Commitments Without POs or Customizations in Long-Term Contract ScenariosSummary: Customer implemented a model using Primary and Secondary Purchase Orders (POs) to manage long-term contracts with recurring payments and budget commitments. A c…
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Budget Override Request NotificationSummary: How to customize Budget Override Request Notification Data Model to enhance the Notification? Content (please ensure you mask any confidential information): Cur…
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Budgetary control is allowing to load negative balancesSummary: Hi, I have created a supplemental rule in control budget at absolute level for expense accounts. While entering budget through spreadsheet, system is allowing t…
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Budgetary Control at Parent levelHello We have a scenario for one entity where we need to control the Budget at Parent Level. Did anyone worked on this Control Budget setup for parent level controlling …
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Remove lines/entry from EPM integration loadI'm attempting to do something I thought was simple, but doesn't seem to be. I accidentally loaded some lines to Budgetary Control in ERP and need to remove them, but I …
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WHAT IS MEANT BY APPROVED OBLIGATION AMOUNT IN XCC BUDGET BALANCESHello, User is unable to validate an AP invoice due insufficient project funds error message. Project budgetary control is enabled. We have checked the project budget an…
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How to Integrating Oracle EPM Budget to several Budgetary Control Fusion with data exchange?Summary: Hello, I Would like to Transfer Budget From pbcs to Budgetary Control Fusion with data exchange, I've Created Source Fusion System and check the Budgetary Contr…
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Adjust or reverse budgetary transactions on the burdening cost after burdening recalculationSummary: We have a situation where we have the budgetary control enabled for all project transactions along with burdening costs. Currently all project transactions has …
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Simple question about the use of Supplemental RulesSummary: Simple question about the use of Supplemental Rules Content (please ensure you mask any confidential information): Hi, Quoting Oracle Docs for Budgetary Control…
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Can we create 2 Budgetary controls Budgets with same structure but with different controls?Here the Client Requirement is to have 2 different Project segment based controls , one set of Project (Parent values) will be imposed with Absolute controls -which we c… -
How to create view only budget access role?Summary: Client would like all users to view budget balances without the ability to enter or transfer budgets. Content (required): The control budget is set at the fund,…
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Budgetary control validation error in PRHi, I've created a control budget and entered the budget amount using this control budget, but when i perform the funds check in PR, why it notified that errors: Budgeta…
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A specific user is not able to access to Budgetary Control work areaSummary: A specific user cant go to Budgetary Control work area. The following error message is displayed: java.lang.RuntimeException: com.essbase.api.base.EssException:… -
Add button is grayed out for adding tree in control budget (I am not able to add Hierarchy )We are not able to add a tree under control budget setup as the add button is grayed out, any idea why it is happening ? I have kept the source budget in redefining mode…
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Why I'm unable to see the scenarios I uploaded in "Review Budgetary Control Balances"?Hello, I'm doing the whole process to upload the scenarios at a parent level, I already upload a few doing the whole process (Load Interface File task > Import budget am…
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Budget Override DateSummary: Which Table Stores Budget Override Date Column Content (please ensure you mask any confidential information): Hi Experts, I can see Overrider and Override justi…
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How to Align Budget Dates Between PO and Invoice to Avoid Budget Errors Across PeriodsSummary: Customer faces issues due to mismatched budget dates between Purchase Orders and Invoices, leading to recurring “funds not available” errors even when sufficien…
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Help with Budgetary Control year end process as customer closing for the first time at ERPSummary: Hi team, my customer wants to understand the Budgetary Control, year end process as they are doing close for the first time at Oracle. These are the basic point… -
How to add more Reservation Point to Reserve Requisition Amount in the control budgetSummary: We are currently using Oracle Fusion Procurement and Budgetary Control modules. By default, the system allows budget reservation (control budget check) on Purch…
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Facing issues while Extending the Control Budget PeriodHi Team, We have followed the below Doc id to extend the Control Budget period. How to Extend The Period In Manage Control Budgets? (Doc ID 2603904.1) But facing issues …
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How to Exclude An Expense Item From Budgetary Control？Summary: How to Exclude An Expense Item From Budgetary Control？ Content (please ensure you mask any confidential information): We enabled the spend authorization and se…
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How to disable budgetary controls against payables onlyHello, We are using Projects as a way of maintaining CapEx requests and have been advised that if we enable budgetary controls it will give users a prompt if they exceed… -
Disable Budget Control in procurement and enable at Payables onlySummary: We have requirement to have control budget only at Payables and not during Procurement (PR and PO) Content (please ensure you mask any confidential information)…
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Incremental carry forward optionSummary: Is there a way to do an incremental Carry forward/ override the Carry forward Content (please ensure you mask any confidential information): The year end proces…