1

Deferral Transaction Number in Budget Tracking

In budget tracking details, the deferral transaction number appears as the deferral voucher number instead of purchase order number, making it challenging for customers to trace the data source. Please enhance to include PO number

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Category: Budgeting (220)

STATUS DETAILS
New
1

Deferral Recognition Impact on Budget

In the deferred PO, the original encumbrance records disappear after invoicing. Then, it leads to budget release and potential budget overruns.


Please consider for monitoring the encumbrance records post-Invoice in budget control.



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Category: Budgeting (220)

STATUS DETAILS
New
0

When posting a journal, in case the available budget funds have been exceeded, so error messages should pop up to inform about the variance between the total amount of all lines and the available budget funds instead of difference of an amount of each line will be compared to the available budget funds.

When posting a journal, in case the available budget funds have been exceeded, so error messages should pop up to inform about the variance between the total amount of all lines and the available budget funds instead of difference of an amount of each line will be compared to the available bud...

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Category: Budgeting (220)

STATUS DETAILS
New
19

Budget plan import, the system does not automatically perform a budget check

When lines are generated from the budget plan import, the system does not automatically perform a budget check. Currently, the system runs budget checks correctly only when the lines are entered manually.

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Category: Budgeting (220)

STATUS DETAILS
New
66

Permit use of use multiple Account Structures for Budget Control

Currently in Budget Control Parameters, we are only able to select one Account Structure. This limits our ability to use budget control on accounts if they are across multiple Account structures.


Navigation: Budgeting > Setup > Budget Control > Budget Control Configuration > ...

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Category: Budgeting (220)

STATUS DETAILS
New
9

Travel requisition should have tax amount input field or tax code so budget can relieve correctly when mapping travel requisition to expense report

Travel requisition normally input by employee which amount included tax but there is not tax amount or tax code/tax group/item tax group fields. Therefore, amount input in travel requisition is considered as net amount (actually gross amount) and if travel requisition is mapped to expense repo...

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Category: Budgeting (220)

STATUS DETAILS
New
1

Budget cannot govern amount if the FX-rate is involved

If the budget control is enabled and use HKD as base,

1. PO is confirmed in FEB, 2024 with MYR 120,000 (MYR to HKD = 1.6) Budget is HKD 192,000


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Category: Budgeting (220)

STATUS DETAILS
New
1

Incorrect budget calculation if PO accounting date is changed to next year

Budget is enabled.


  1. PO's accounting date is 2024-DEC-13 initially
  2. User clicks 'Request change' and update the accounting date to be 2025-JAN-01
  3. Then, submit and approved it via workflow.


Then, the budget statistics is incorrect

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Category: Budgeting (220)

STATUS DETAILS
New
1

Accrual budget for 2024 in 2025

In our environment, the budget control has been enabled yearly.


1. PO's accounting date is 2024/12/31. However, it cannot be invoiced on time.

2. If using PO year-end process, it will update PO accounting date to be 2025/1/1 and carry-forward the budget to 2025

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Category: Budgeting (220)

STATUS DETAILS
New
52

Budgeting Dimensions - System should allow selection of financial dimensions that are defined for Advanced Rules even if they are not a part of the Account Structures

In the current process, if we try to configure the Budget control parameters for the dimensions, we are allowed to select only those dimensions that are part of the accounting structure only.


But this does not make sense because in the Budgeting setup -> Basic Budgeting -> Dim...

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Category: Budgeting (220)

STATUS DETAILS
New