Chapter 9 Managing Budget Exceptions
Exception Events
Exception Event
Select the types of exceptions for which you want notification if you have not selected the All Budget Exceptions check box. You must also select at least one exception source to receive notification.
See Chapter 9, "Managing Budget Exceptions," Errors and Warnings, page 279.
Exception Sources
Exception Source
Select the source transaction types for which you want notification if you have not selected the All Sources Transactions check box. You must also select at least one exception event to receive notification.
Note. When you save your selections, the system validates your choices against the security rules. In addition,
the Commitment Control Notify process rechecks security each time it runs.
See Also
Chapter 9, "Managing Budget Exceptions," Exception Notification, page 293
Chapter 10, "Inquiring on Budgets and Transaction Activities," Viewing Budget Details, page 333
Running the Commitment Control Notify Application Engine process
(KK_NTFY_WF)
Access the Create Commitment Control Alert Notifications page (Commitment Control, Define Budget
Security, Create Alert Notifications, Create Commitment Control Alert Notifications).
Unit
Select the business unit for which you want to create notifications.
Working with Worklists and Emails
Your Worklist page and your email exception notification list all early warnings and exceptions for budgets for which you have authorization and have requested notification. Each exception and early warning is linked to the Budget Details page, where you can view the budget details and follow links to the Budget Exceptions page and the transaction exceptions pages.
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Managing Budget Exceptions Chapter 9
See Also
Chapter 9, "Managing Budget Exceptions," Exception Notification, page 293
Chapter 9, "Managing Budget Exceptions," Viewing and Handling Budget Transaction Exceptions, page 302
Chapter 10, "Inquiring on Budgets and Transaction Activities," Viewing Budget Details, page 333
Enterprise PeopleTools PeopleBook: Using PeopleSoft Applications
Enterprise PeopleTools PeopleBook: PeopleSoft Workflow
Viewing and Handling Budget Transaction Exceptions
This section provides an overview and discusses how to:
• View and handle budgets with exceptions.
• View generic transaction exceptions.
(Generic (third-party) transactions cannot be added on line.)
• View payroll transaction header exceptions.
• View payroll transaction line exceptions.
• View the budget checking status for a budget processor process instance.
See Also
Chapter 9, "Managing Budget Exceptions," Error Exception Handling, page 294
Understanding Viewing and Handling of Budget Transaction Exceptions
You can inquire on exceptions by budget or by transaction:
• Use the Budget Exceptions component to view budgets with exceptions.
This component enables user with security access to override specific budgets for a failed transaction.
• Use the transaction exception components to view source transactions with budget exceptions.
These components enable users with security access to override specific budgets for a failed transaction, as well as all budgets for a failed transaction.
Note. An override is applicable only to the original entry. After the override, any change or additions to the
original journal lines causes the system to cancel the override and reset the header status to (N) not checked.
This is to prevent the adding of lines using the same overridden ChartField combination to create unauthorized overrides for different or larger amounts.
302 Copyright © 1992, 2011, Oracle and/or its affiliates. All Rights Reserved.
Chapter 9 Managing Budget Exceptions
Separate exception pages for each type of source transaction are provided. These pages are documented in their respective application PeopleBooks. The following table provides a list of transaction exception components not covered in this chapter and the PeopleBook and chapter in which each is discussed:
Component
•
Voucher
•
•
Voucher (NP) (voucher non-prorated)
Voucher (Acct Ln) (voucher accounting line)
Documentation
See PeopleSoft Enterprise Payables 9.1 PeopleBook,
"Budget-Checking PeopleSoft Payables Transactions
Using Commitment Control," Handling Budget-
Checking Exceptions.
•
•
Revenue Estimate
Direct Journal
•
Receipt Accrual Expense
•
Receipt Accrual Encumbrance
See PeopleSoft Enterprise Receivables 9.1 PeopleBook,
"Using Commitment Control Processing in PeopleSoft
Receivables."
Billing Invoice
CM Transaction (Cost Management Transaction)
•
•
Travel Authorization
Expense Sheet
•
Journal
•
Budget Journal
See PeopleSoft Enterprise Billing 9.1 PeopleBook,
"Using Commitment Control Accounting in PeopleSoft
Billing," Viewing Billing Invoice Budget Checking
Exceptions.
See PeopleSoft Enterprise Cost Management 9.1
PeopleBook, "Costing Transactions and Creating
Accounting Entries," Using Commitment Control.
See PeopleSoft Enterprise Expenses 9.1 PeopleBook,
"Using Commitment Control with PeopleSoft
Expenses."
Facilities Administration
•
•
Project Journal
Project Budget Journal
See PeopleSoft Enterprise General Ledger 9.1
PeopleBook, "Using Commitment Control in General
Ledger."
See Chapter 7, "Entering and Posting Commitment
Control Budget Journals," Handling Budget Journal
Exceptions, page 212.
See PeopleSoft Enterprise Grants 9.1 PeopleBook,
"Establishing Awards and Projects," Processing
Facilities and Administration Costs.
See PeopleSoft Enterprise Project Costing 9.1
PeopleBook, "Integrating with Commitment Control,"
Setting Up PeopleSoft Project Costing for PeopleSoft
Commitment Control.
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