Skip to Main Content

PeopleSoft Enterprise

Announcement

For appeals, questions and feedback about Oracle Forums, please email oracle-forums-moderators_us@oracle.com. Technical questions should be asked in the appropriate category. Thank you!

Payment Request Voucher Budget Check – Need to Liquidate from Pre-Encumbrance Instead of Available Budget.

Madhav Adiki2 days ago

Hello Oracle Support Community,

I have enabled the Budget Check process for the Payment Request page in PeopleSoft. During the Budget Check, the system correctly creates and adds the transaction amount to the Pre-Encumbrance ledger.

However, when the related Voucher undergoes Budget Check, the liquidation process is currently reducing the amount from the Available Budget instead of liquidating the Pre-Encumbrance balance created by the Payment Request.

My requirement is for the Voucher Budget Check process (FS_BP) to liquidate the amount from the Pre-Encumbrance ledger rather than the Available Budget, maintaining proper budget flow consistency.

Could you please advise:

  • If this behaviour can be achieved through configuration (e.g., Budget Definition → Source Transaction setup), and
  • What “Liquidate From” or “Referenced Source Transaction” settings are required for the Voucher to liquidate from the Pre-Encumbrance ledger instead of affecting the Available Budget directly?
Comments
Post Details
Added 2 days ago
0 comments
8 views