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Budget Transfers within Departments using the Financial OOB Revision Feature

edited Jul 19, 2024 6:41AM in Planning 1 comment

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Hi

We have a requirement to send EPM approved budget to ERP control budget and also create revisions in EPM, when the revision cycle begins. For this we were expecting to leverage the OOTB financial features like budget write back and budget revisions in EPM. To achieve this integration, we created a control budget in ERP with the source type of "EPM Financial Module", because per the oracle documentation, OOTB budget revision integration requires a"EPM" type of control budget in ERP.

Then our client came back to us saying that they also want to perform the budget transfers across departments. Then we looked first for the "Budget Transfer" option in the control budget in ERP and noticed that particular option is not available in our control budget as it was created with the source type of "EPM Financial Module".

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