If you enable budgetary control for a ledger after you have entered transactions, you might have already overspent some budgets. The system cannot encumber approved transactions, so funds available might be overstated. We recommend that you create manual encumbrances for approved transactions so that funds available are correct.
Note: If you disable budgetary control for a ledger, existing encumbrances are not cleared from the feeder systems. Therefore, we do not recommend that you turn off either budgetary control or encumbrance accounting once you have it enabled.
Attention: If you change the budgetary control option for an existing ledger, you must do two things for the change to be reflected:
Run the Period Map maintenance concurrent request. This request must run successfully.
Exit Oracle Applications and restart. You must completely exit the application-it is not sufficient to select Sign On Again from the Oracle Applications Special menu.
You can change the budget you use for budgetary control. For example, you might be operating under a temporary budget called FY93-TEMP until your organization receives its budget allocation. You then want to operate under a budget called FY93-OPERATING. However, you might have already created encumbrances or you might have incurred actual expenses against the funding budget that exceed the amounts allocated in the new budget. You might not be able to enter new transactions if you do not have adequate funds in the new budget.
You might find it easier to add funds to the budget you are currently using to perform budgetary control instead of using another budget.
We recommend that you run a Funds Available Analysis report for the funding budget before you select a new budget. Verify that you have enough funds in the new budget to cover existing expenditures and encumbrances. You can define reports in the Financial Statement Generator to compare amounts in two budgets.
You can add or transfer funds to alter budget amounts. For example, if you have a transaction using an account that fails funds checking, you might want to transfer funds from an account that has available funds into the account that has inadequate funds.
The system performs funds checking on budget transfers and budget journal entries to prevent you from transferring funds that you have already spent or committed to spend.
You cannot change budgetary control options associated with a summary template.
You can, however, drop the summary template and create a new one with new options.
You cannot change budgetary control options associated with a budget organization.
You can, however, delete a range of accounts within the budget organization. You can then add a new range of accounts whose budgetary control options you can change.
You can change the Funds Check Level from absolute to advisory and from advisory to absolute.
If you change from absolute to advisory, you can complete transactions that exceed available funds.
If you change from advisory budgetary control to absolute budgetary control, the system prohibits transactions exceeding available funds.
Attention: If you change the Funds Check Level from advisory to absolute, you might have already overspent the budget.
You can change the Amount Type for checking available funds from PTD to QTD, from QTD to YTD, and so forth. However, if you change from a larger Amount Type to a smaller Amount Type (YTD to PTD, for example), you might have a smaller pool of available funds against which you can certify transactions. You should not change the Amount Type and Boundary for budgetary control to circumvent a lack of available funds.
If you change Amount Type from a smaller period to a greater period (PTD to QTD, for example), you will generally have a greater pool of available funds to check funds against.