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Budget Transfers and Forecast Adjustment Entries

edited Nov 13, 2019 9:21PM in Planning 8 comments

Summary

Best practices for budget transfers and forecast adjustments for clients with EPBCS/PBCS (Cloud) and PeopleSoft On-Premise Application

Content

We are currently using custom built forms and business rules (CONSOL, PROJECT, and POSITION BSO cubes) to process revised budget transfers and quarterly forecast adjustments within the EPBCS application and then write back that data to our PeopleSoft On-Premise Application via a staging table that generates general journals during the nightly batch into the BUDGETS ledger.

Our biggest challenge with this setup is dealing with multiple transactions to the same scenario in a particular year/period/version since only dimensions (our chartfields, i.e. department, account, fund, program, project, position, employee) are relevant as part of the unique combination in EPBCS (i.e. the cloud application does not appear to have been designed to handle journal line transaction detail).

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