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    Jon Kelly
    19D Update Account and Budget Date on Budgetary-Controlled...
    Topic posted November 7, 2019 by Jon KellySilver Trophy: 7,500+ Points, tagged FAQ, Financials, Setup 
    40 Views, 3 Comments
    Title:
    19D Update Account and Budget Date on Budgetary-Controlled Open Purchase Orders
    Content:

    We are testing out the changes for the 19D upgrade and trying to confirm what specifically this change is supposed to make. We've been able to make changes to the line or distributions prior to this, so we're not exactly sure what we're looking at. The functional users and I have tested and don't find any visible difference or option. I'm including the description and link below. Thanks!

    Jon

    Upgrade notes:

    Change account and budget date on open purchase orders, even if subject to budgetary control. You can make the changes if there are no project references on the purchase order distributions. The necessary funds checks and adjustments to funds reservations and encumbrance accounting when applicable are handled based on the updated information. This is done by automatically liquidating funds reserved against the old account and budget date, and reserving funds to the new account and budget date.

    https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/proc/releases/19D/19D-procurement-wn.htm#F5657

     

    Comment

     

    • Ivan Pena

      Hi Jon,

      Are you using budgetary control and/or encumbrance accounting? Otherwise this change won't have any impact on your deployment.

      Ivan

      • Jon Kelly

        Ivan,

        We do use budgetary control and encumbrance accounting as well. We create a single control budget with many fund sources underneath. Does this only apply to multiple controlled budgets? Appreciate any assistance. 
         

        Jon

        • Ivan Pena

          Hi Jon,

          Could you please confirm If you have used Page Composer to customize the Edit PO page to allow account updates on budgetary controlled POs? Also, please note the application allows changes to PO accounts as long as funds had not been reserved, even before this feature was released in Update 19D.

          Ivan