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How I can successfully derived a COA segment using user defined formula in Purchasing Account Rules?

edited Jun 29, 2026 4:19PM in Purchasing

Summary: Hello everyone,

I'm working on a requirement in Oracle Fusion Purchasing SLA and wanted to see if anyone has implemented something similar or can provide guidance.

We need to dynamically derive the Budget Year segment of the Charge Account and Variance Account based on the Encumbrance Accounting Budget Date.

Our fiscal years don't align with calendar years. For example:

  • Budget Date = 01-Jul-2024
  • Budget Year Segment = 2025

Therefore, using a constant value isn't an option.

What I've tried

  • Created a User Defined Formula (Date) using the standard source Encumbrance Accounting Budget Date.
  • Created a Number Formula using YearNum().
  • Created an Alphanumeric Formula using
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