How to Align Budget Dates Between PO and Invoice to Avoid Budget Errors Across Periods

Summary:
Customer faces issues due to mismatched budget dates between Purchase Orders and Invoices, leading to recurring “funds not available” errors even when sufficient budget exists. The process requires manual intervention and is not aligned with operational needs.

Content (please ensure you mask any confidential information):
The customer identified a major issue in the way Oracle Fusion handles budget period alignment between Purchase Orders (POs) and Invoices.

Here is the scenario:

• The system does not allow registering documents (POs or invoices) using past budget periods (e.g., from previous fiscal years).
• When a PO is created with one budget date (e.g., 2028) and the linked invoice has another date (e.g., 2025),