Budgetary Control
Discussion List
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How can we achieve budget transfers via APIs in oracle Fusion?Summary: We have a requirement to mimic the budget transfer process in fusion -same as described in MS Doc file attached- based on integration with another third party s… -
Reserve Budget for PeriodWe have requirement to reserve some amount of budget for period lets say, 1M budget is for Jan-2024 and want to reserve 200K and whenever needed during period, Budget ma…
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We have raised LPOs in previous FY and liquidated, how this should be stopped, in current FYCould you please guide me to close this, liquidated PO's reopened in current FY.
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Is budgetary control (check funds) applicable to an expense report in the expense module?Summary: Is budgetary control (check funds) applicable to an expense report in the expense module? Content (required): A budgetary control supplemental rule was created …
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Budgetary control enabled for AP transactions is not considering accounts used in SLASummary: Funds getting reserved against account string provided at the AP distribution level and not the accounts used in SLA. Content (required): We have SLA rules and …
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Not able to find join between budget tables and GL_BALANCESSummary: We have a requirement to build a custom report where most of the columns are from the control budget screen under budgetary control. We are fetching budget colu… -
join GL_BALANCES and XCC budget tablesSummary: How to join XCC_ tables with GL_Balances Content (please ensure you mask any confidential information): Hi, We have requirement of building a custom report wher…
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Approval Workflow for GL Budgets Upload and UpdateSummary: My client has requested to configure Approval Workflows(WF's) for GL Budgets Upload, Updates, Transfer based on budget uploader's/Preparer's Cost center manager…
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Approvals for Budget transferSummary: Hi We had configured control budgets and our requirement is need approval/workflow process for budget internal transfers. Example : When user transfer one cost …
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Request some way to control Variance from BudgetWe need to send approval for the amount exceeding the Budget loaded. to the specific person if there is any variance. Please let us know to achieve this either with curr… -
Need to exculde Expesne Module and General Ledger JVs from Control BudgetHi All, I created a control Budget for Parent Accounts using the control level on the header as Absulote and the calendar as Quarters. Now, I am trying to exclude the Ex…
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Switching between control budgets in single ledgerSummary: Content (please ensure you mask any confidential information): Hi ERP Experts, I'm a Oracle EPM (planning and budgeting) consultant and currently working on EPM…
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Is there any way to prevent budget carry forward does not pass the absolute funds check?Summary: I found that the Carry Forward PO Budgetary Control pass the absolutely funds check. When I submit the Carry Forward PO Budgetary Control from FY23 to FY24 as b…
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Enabling Budget Control in Secondary LedgerSummary Enabling Budget Control in Secondary LedgerContent Hi, Is there any way to enable and enter budget amounts and enable budget control in secondary ledger ? Thanks…
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Unable to Edit Budgetary Control and Encumbrance AccountingSummary: We are trying to create budget for a project but we are unable to describe Financial Plan Type while setting up the baseline. We have configured all the budgeta…
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Moved: SUPPLIER BALANCE AGING - SQL QUERY NEEDEDThis discussion has been moved.
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Manage Budgetary ControlSummary: "Changing the budgetary control or encumbrance accounting settings may invalidate the existing data for the ledger. Do you want to continue?" Content (please en…
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SQL to fetch Amount Type in Review Budgetary Control BalancesHi All, We would need guidance in identifying the table where the amount type is stored, we could find the amount type in table 'FND_LOOKUP_VALUES_VL' for the lookup typ…
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Key Flexfield Segments Not Appearing in OTBI Subject Area "Budgetary Control - Balances Real TimeDear all, I am writing to request assistance with Key Flexfield structures and their visibility in Oracle Transactional Business Intelligence (OTBI). Issue: I have creat… -
Purchase Requisition is doing funds check against a Closed Control BudgetSummary: a. Created a Control Budget from period 01-24 to 12-24. b. Closed it. c. Created a new control budget with the right configurations d. The Purchase req is faili…
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how can I look/review budget controls entered by another personI am trying to review and maintain budget control setups maintained by another person. When I select Budgetary Control —> Budgets —> Manage Control Budgets. I only see c…
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Is there any control to load budget in accounting combinations that have not been created yet?Summary: Is there any control to load budget in accounting combinations that have not been created yet? Content (please ensure you mask any confidential information): We…
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Approval for transactions of Funds with warningSummary: Hello. I want my approval on tolerance in Budget. How can I get my approval there. I want a 10% tolerance to go to line manager and 20% (Override ) to go to dir…
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Can Purchase Order Obligations be moved from one budget period to another?Summary: We have 4 budget periods in a year (quarters). Sometimes, a PO and its correspondent Obligation is created, but it's not invoiced in that period, but in a futur…
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Insufficient funds ignoredSummary: Hello, In the Review Budgetary Control Transactions we have the Insufficient funds ignored scenario. What type of transactions apply in this scenario? Thank you…
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Moved: LMG Retail : We need to add the alerts for the Journals getting approved.This discussion has been moved.
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Non-Recoverable Tax based Account from Tax setup and not Charge Account!Summary Non-Recoverable Tax based Account from Tax setup and not Charge Account!Content Hi, Currently when a Req or PO is created and there is Non-Recoverable Tax, the s…
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Budgetary control validation is successful ,there are no control budgets requiring funds reservationSummary: When I am creating PO's and Invoice for June 2024, the fund check is showing as Passed. When I click the Fund Status as Reserved, there is no control budget bei… -
Best Practices and Steps for Month-End Close in Oracle Budgetary ControlHello Oracle Community, We are looking to align our month-end closing procedures with best practices and Oracle's recommended guidelines for Budgetary Control. Could any…
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Change Default date rule in Budgetary control setup to "system date" post go liveSummary: Implement a change in default date rule field in budgetary control setup post go live Content (please ensure you mask any confidential information): we have gon…