Oracle Public Sector Budgeting User's Guide

Contents

Title and Copyright Information

Send Us Your Comments

Product Overview

Generate Complete Budgets

Extract Information From and Upload Information to External Systems

Distribute and Modify Budgets

Review and Approve Budgets Using Workflow

Maintain Unlimited Budget Versions

Analyze and Present Budgets

Budget Revision Rules

Support Position Control

Revise Projections

Extract Encumbrance Balances

Support Multiple Reporting Currencies

Oracle Public Sector Budgeting Setup Overview

Oracle Public Sector Budgeting Setup Checklist

Oracle Public Sector Budgeting Setup Steps

1.

2. Implement Function Security

3. Create Additional Users

4.Create Additional MRC Budget Super User Responsibilities (Optional)

5. Turn on Enable Cancel Query Profile Option

6. Define a Ledger

7. Set MRC Profile Options (Optional)

8. Specify Key Flexfield Structures for Business Group

9. Define Job Flexfield

10. Define Position Flexfield

11. Define Grade Flexfield

12. Define People Group Flexfield

13. Define Cost Allocation Flexfield

14. Define Descriptive Flexfields (Optional)

15. Create Locations

16. Define Organization Hierarchies

17. Define Jobs

18. Define Positions

19. Define Grades

20. Define Grade Rates

21. Define Pay Scales

22. Define Progression Point Values

23. Define Scales Rates

24. Define Payrolls

25. Map Cost Allocation Flexfield

26. Define A Salary Basis

27. Link the Salary Element

28. Enter New Hire Information for Every Employee

29. Set HRMS Profile Options

30. Define Budget Year Types

31. Define Budget Calendar

32. Define Standard Budget Items (Optional)

33. Set Up General Ledger Interfaces (Required)

34. Define General Ledger Budget Sets

35. Define Global Account Sets (Optional)

36. Define Budget Group Categories (Optional)

37. Define Budget Stages (Optional)

38. Set Up Budget Groups and Security

39. Define Budget Review Groups and Budget Review Group Rules for Account Sets (Optional)

40. Set Line-Item Budgeting Profile Options (Optional)

41. Define Oracle Public Sector Budgeting Position Key Flexfield

42. Define Position Attributes

43. Define Data Extract

44. Run Data Extract

45. Review or Modify Position Attribute Values

46. Define Global Position Sets (Optional)

47. Define Budget Review Groups and Budget Review Group Rules for Position Sets (Optional)

48. Define Elements

49. Define Position Default Rules

50. Review or Modify Positions

51. Refresh Data Extract (Optional)

52. Repeat Steps 40 to 49 as Needed (Optional)

53. Set Position Budgeting Profile Options (Optional)

54. Define General Ledger Budget Sets

55. Set Budget Revision Profile Options

56. Set Up Labor Distribution (Optional)

57. Set Up Workflow

58. Set Up Discoverer (Optional)

Budget Year Types Setup

Process

Budget Year Types Procedure

Budget Year Types Window Description

Example: Nine Year Calendar

Budget Calendar Setup

Examples

Reports

Budget Calendar Procedure

Budget Calendar Window Description

Example: Official Budget Calendar

Standard Budget Items Setup

Process

Examples

Reports

Standard Budget Items Procedure

Standard Budget Item Window Description

Example: Standard Budget Items - Auto

Example: Standard Budget Items - Computer

General Ledger Interfaces Setup

Summary Templates

Fund Balance Accounts

Template Account

Process

Reference

General Ledger Interfaces Procedure

GL Interfaces Setup Window Description

Example: Summary Templates Setup

Example: Fund Balance Accounts Setup

General Ledger Budget Sets Setup

Process

Budget Revisions

References

General Ledger Budget Sets Procedure

GL Budget Sets Window Description

Global Account and Position Sets Setup

Global Account Sets Overview

Process

Example

Reports

Reference

Global Position Sets Overview

Process

Account Sets

Global Account and Position Sets Procedure

Account and Position Sets Window Description

Example: Account Set - Capital Projects

Example: Account Set - Investment Revenue

Example: Position Set - Human Resources Positions

Example: Position Set - Compensation Group

Budget Group Categories Setup

Diagram

Process

Examples

Reference

Budget Group Categories Procedure

Budget Group Categories Window Description

Example: Custom Reporting

Budget Stages Setup

Process

Example

Reference

Budget Stages Procedure

Budget Stages Window Description

Example: Official Budget Stage Set

Example: Annual Management Plan Stage Set

Budget Groups and Security Setup

Budget Group Hierarchy Diagram

Process

Multiple Organization Support

Reports

Reference

Budget Groups and Security Procedure

Define a Budget Group

Freeze and Validate the Budget Group Hierarchy

Find a Budget Group

Budget Group Window Description, Top Level Tab

Budget Group Window Description, Account Ranges Tab

Budget Group Window Description, Responsibilities Tab

Budget Group Window Description, Long Description Tab

Budget Group Window Description, Notifiers Tab

Budget Group Window Description, Categories Tab

Budget Group Window Description, Copy Budget Group Pop-Up Window

Example: Internal Audit Budget Group

Example: Administrative Computing Budget Group

Example: Budget Group Hierarchy and Security

Select Budget Group Window Description

Find Budget Groups Window Description

Save As Window Description

View Budget Group Errors Window Description

Budget Review Groups Setup

Process

Example

Reference

Budget Review Groups Procedure

Review Group Window Description

Example: Equipment Review Group

Example: Construction Review Group

Select Review Group Window Description

Budget Review Group Rules Procedure

Review Group Rules Window Description

Example: Construction Review Group Rule

Example: Position Review Group Rule

Example: New Position Review Group Rule

Position Attributes Setup

Predefined Position Attributes

User Defined Position Attributes

Process

Reference

Position Attributes Mapping Procedure

Attribute Mapping Details Window Description

Position Attributes Procedure

Position Attributes Window Description

Extract Data From HRMS Setup

Process

Reports

Reference

Using Client Extension in Extract Data from Human Resources Procedure

Extract Data from HRMS and Labor Distribution Procedures

Extract Data From Human Resources Window Description

Find Organizations Window Description

Select Organizations Window Description

Process Status Details Window Description

Labor Distribution Mapping Window Description

View Data Extract Errors Window Description

Position Attribute Values Setup

Position Attribute Values Procedure

Position Attribute Values Window Description

Example: Compensation Group

Example: EEO Category

Elements Setup

Process

Reference

Elements Procedure

Elements Window Description

Element Cost Distribution Window Description

Position Default Rules Setup

Process

Position Default Rules Procedure

Default Rule Set Window Description

Position Default Rules Window Description, Attribute Assignments Tab

Position Default Rules Window Description, Salary Assignments Tab

Position Default Rules Window Description, Non-Salary Assignments Tab

Position Default Rules Window Description, Salary Distribution Tab

Apply Position Default Rule Sets

FTE Allocation Profiles Setup

FTE Allocation Profiles Procedure

FTE Allocation Profiles Window Description

Positions Setup

Process

Positions Procedure

Select Positions Window Description

Positions Window Description

Flexfield Mapping Setup

Process

References

Flexfield Mapping Procedure

Flexfield Mapping Window Description

Position Control Interface Setup

Set Up HRMS Position Transaction Window

Set Up HRMS Budget

Set Up Oracle Public Sector Budgeting

Map Budget Group to HRMS Organization

Set Up Position Identification Mapping

Convert Organization Attribute Process

Position Mapping Procedure

Position Mapping Window Description

Annual Checklist Procedures

Oracle Public Sector Budgeting Annual Checklist

Oracle Public Sector Budgeting Annual Review Steps

Step 1. Define Budget Year Types

Step 2. Define Budget Calendar

Step 3. Define Standard Budget Items

Step 4. Set Up General Ledger Interfaces

Step 5. Define Global Account Sets

Step 6. Set Up Flexfield Mapping

Step 7. Define Budget Group Categories

Step 8. Define Budget Stages

Step 9. Set Up Budget Groups and Security

Step 10. Define Budget Review Groups and Budget Review Group Rules for Account Sets

Step 11. Define Position Attributes

Step 12. Define Data Extract

Step 13. Run Data Extract

Step 14. Modify or Set Up Position Attribute Values

Step 15. Define Global Position Sets

Step 16. Define General Ledger Budget Sets

Step 17. Define Budget Review Groups and Budget Review Group Rules for Position Sets

Step 18. Define Elements

Step 19. Define Position Default Rules

Step 20. Apply Position Defaults

Step 21. Review or Modify Positions

Step 22. Refresh Data Extract

Step 23. Repeat Steps 11 to 22 as Needed

Projection Parameters Procedures

Account Projection Parameters Overview

Process

Examples

Reports

Reference

Element Projection Parameters Overview

Process

Examples

Reports

Position Projection Parameters Overview

Process

Examples

Reports

Reference

Projection Parameters Procedure

Parameter Sets Window Description

Parameter Window Description

Period Allocation Rules Procedures

Process

Reports

Reference

Period Allocation Rules Procedure

Allocation Rule Sets Window Description

Example: 1999-00 Period Allocations Rule Set

Allocation Rules Window Description

Example: Prior Year Profile Allocation Rule

Example: Percentage Allocation Rule

Allocation Percentages Window Description

Constraints Procedures

Process

Examples

Reports

Reference

Constraints Procedure

Constraint Sets Window Description

Constraint Window Description

Budget Revision Limitation Control Examples

Create Worksheet Procedures

Global Worksheets

Local Worksheets

Process

Reference

Position Worksheet

Create Worksheet Procedure

Define Worksheet

Create Pre-Validate Position Worksheet

Create Worksheet Lines

Refresh General Ledger Balances

Position Worksheet Exception Report

Define Worksheet Window Description, Worksheet Tab

Define Worksheet Window Description, General Ledger Tab

Define Worksheet Window Description, Commitments Tab

Define Worksheet Window Description, Processes Tab

Example: Sample Data for Worksheet Creation

View Projected Elements Procedures

Reference

View Elements Procedure

Find Worksheets Window Description

Projected Element Rates Window Description

Worksheet Consolidation Procedures

Process

Reference

Consolidate Worksheets Procedure

Consolidate Worksheet Window Description

Multiple Reporting Currencies Procedures

Process for Worksheets

Process for Budget Revisions

Posting Ledger and Reporting Currencies to General Ledger

Posting Position Budget Information to Position Control

Analyzing and Reporting MRC Transactions

Reference

Using MRC with Budget Worksheets Procedure

Using MRC with Budget Revisions Procedure

Reporting MRC Transactions Procedure

Worksheet Distribution Procedures

Process

Reports

Reference

Worksheet Distribution Procedure

Distribution Rule Window Description

Modify Line Item Worksheet Procedures

Process

Navigation

History

Reports

Reference

Modify Worksheet Procedure

Set Worksheet View

Modify Worksheet

Check Constraint Violations

Distribute Worksheet

Perform Worksheet Operations

Monitor Worksheet Processes

Revise Projections

Add Attachment to Worksheet

Select Worksheet Window Description

Worksheet Summary Window Description

Service Package Window Description

Data Selection Window Description

Worksheet Lines Window Description

Budget Periods Window Description

Use Standard Budget Item Window Description

Position Details Window Description

View Constraint Violations Window Description

Summary Template Examples

Summary Templates and Budget Group Securities

Using Summary Worksheets and Worksheet Totals

Modify Position Worksheet Procedures

Process

Reference

Modify Position Worksheet Procedure

Set Position Worksheet View

Create New Position for Worksheet

Modify Position Account Distributions

Modify Position Assignment Information

Review Position Costs Information

Modify FTE by Service Package Information

Delete a Position From the Worksheet

Review Position Summary Information

Revise Projections

Add Attachment to Worksheet

Select Position Window Description

Position Worksheet Window Description, Account Distributions Tab

Position Worksheet Window Description, Assignments Tab

Position Worksheet Window Description, Position Costs Tab

Position Worksheet Window Description, FTE by Service Package Tab

Position Worksheet Window Description, Position Summary Tab

Element Rates Window Description

Local Parameters Procedures

Revise Projections

Process

Using Parameter Sets for Budget Revisions

Local Parameters for Worksheets Procedure

Local Parameters for Budget Revisions Procedure

Parameter Window Description

Budget Revision Rules Procedures

Budget Revision Rules

Budget Revision Rule Sets

Process

Balanced Type Budget Revision Rules Validation Logic Diagram

Balanced Type Budget Revision Rules Validation Logic Description

Examples

Budget Revision Rule Set Procedure

Budget Revision Rule Set Window

Copy Window

Budget Revision Rule Window

Segments Window

Transaction Type Window

Budget Revision Rule Set Window Description

Example: Budget Revision Rule Set

Budget Revision Rule Window Description

Segments Window Description

Transaction Type Window Description

Budget Revisions Procedures

Process

Split Multi-Year Budget Revision into Multiple Entries

Budget Revision Limitation Control

Budget Revision Rules

Funds Checking and Reservation

Mass Entries

Revise Projections

Budget Revision Initiated by Others

Dual General Ledger Budget Posting

Profile Options

Transaction Types

Navigation

Reports

Reference

Account and Position Sets Procedure

Budget Revisions Procedure

Select Budget Revisions Window Description

Budget Revisions Window Description, Line Item Entries Tab

Budget Revisions Window Description, Position Entries Tab

Positions Window Description

Budget Revisions Window Description, Mass Entries Tab

Budget Revisions Window Description, Summary Entries Tab

View Constraint Violations Window Description

Worksheet Operations Procedures

Process

Status

Reports

Reference

Worksheet Operations Procedure

Worksheet Operations Window Description

Select Service Packages Window Description

Validate Budget Group Hierarchy Procedures

Process

Reference

Validate Budget Group Hierarchy Procedure

Account Overlap Validation Procedures

Process

Reference

Account Overlap Validation Procedure

Maintain Budget Account Codes Procedures

Process

Reference

Maintain Budget Account Codes Procedure

Post Budgets to General Ledger Procedures

Process

Archive Original Budget

Reports

Reference

Create GL Budget Journals Procedure

Transfer Budget Journals to GL Procedure

Delete Budget Group Hierarchy Procedures

References

Delete Budget Group Hierarchy Procedure

Purge Worksheet Procedures

References

Purge Worksheet Procedure

Maintain Budget Positions Procedures

Process

Reference

Maintain Budget Positions Procedure

Upgrade: Group Default Rules Into Set Procedure

Reference

Upgrade: Group Default Rules Into Set Procedure

Purge Data Extract Procedures

References

Purge Data Extract Procedure

Purge Budget Revisions Procedures

References

Purge Budget Revisions Procedure

Upload Worksheet to Position Control Procedures

Validations

References

Upload Worksheet to Position Control Procedure

Convert Organization Attribute Procedures

References

Convert Organization Attribute Procedure

Validate GL Budget Sets Procedures

References

Validate GL Budget Sets Procedure

Create Adopted Budget Procedures

References

Create Adopted Budget Procedure

Using Oracle Workflow in Oracle Public Sector Budgeting Procedures

Reference

Viewing Notifications Procedure

Monitoring Processes Procedure

Processes Monitoring Window Description

Reports Procedures

Account Set Listing

Allocation Rules Listing

Budget Calendar Listing

Budget Group Account Ranges Listing

Budget Group Hierarchy Listing

Budget Journal Edit Report

Budget Revision Summary Report

Budget Revisions Transaction Report

Constraints Listing

Detailed FTE and Headcount by Position Report

Distribution Rule Listing

Flexfield Mapping Details Report

Account Set Listing Report Procedure

Allocation Rules Listing Report Procedure

Budget Calendar Listing Report Procedure

Budget Calendar Listing Report Description

Budget Group Account Ranges Listing Report Procedure

Budget Group Account Ranges Listing Report Description

Budget Group Hierarchy Listing Report Procedure

Budget Group Hierarchy Listing Report Description

Budget Journal Edit Report Procedure

Budget Journal Edit Report Description

Budget Revision Summary Report Procedure

Budget Revision Summary Report Description

Budget Revisions Transaction Report Procedure

Budget Revisions Transaction Report Description

Constraints Listing Report Procedure

Detailed FTE and Headcount by Position Report Procedure

Detailed FTE and Headcount by Position Report Description

Distribution Rule Listing Report Procedure

Flexfield Mapping Details Report Procedure

Flexfield Mapping Details Report Description

Reports Procedures, Continued

Parameter Listing

Pooled Position Report for Worksheet

Position Adjustment Report

Position Set Listing Report

Service Package Description Report

Service Package Utilization Report

Stage Variance Report for Account

Stage Variance Report for Position

Standard Budget Items Listing

Vacant Position Report

Validation Results Report

Worksheet Account Costing Report

Worksheet Position Costing Report

Worksheet Submission Status Report

Parameter Listing Report Procedure

Parameter Listing Report Description

Pooled Position Report for Worksheet Procedure

Pooled Position Report for Worksheet Description

Position Adjustment Report Procedure

Position Adjustment Report Description

Position Set Listing Report Procedure

Service Package Description Report Procedure

Service Package Description Report Description

Service Package Utilization Report Procedure

Service Package Utilization Report Description

Stage Variance Report for Account Procedure

Stage Variance Report for Position Procedure

Standard Budget Items Listing Report Procedure

Vacant Position Report Procedure

Vacant Position Report Description

Validation Results Report Procedure

Validation Results Report Description

Worksheet Account Costing Report Procedure

Worksheet Account Costing Report Description

Worksheet Position Costing Report Procedure

Worksheet Position Costing Report Description

Worksheet Submission Status Report Procedure

Worksheet Submission Status Report Description

Using Oracle Discoverer to Generate Reports Procedures

Features

Configure Discoverer for Oracle Public Sector Budgeting

1. Add Columns and Item Classes to Complex Folders in the Functional Business Area

2. Add Columns and Item Classes to Complex Folders in User Defined Business Areas (Conditionally Required for Upgrades)

3. Replace Any Missing Columns and Views with New Columns and Views in User Defined Workbooks (Conditionally Required for Upgrades from 10.7 only)

4. Create Custom Business Areas and Business Views (Optional)

5. Set Up Security

6. Register PL/SQL Functions

Reference

Sample Budget Stage Variance Report

Using Spreadsheets with Oracle Public Sector Budgeting Procedures

Line Item and Position Worksheets

Process

References

Setting Up the Excel Interface

Install Objects for OLE

Download Excel Integration Patch

Run Script for Each User

Add the PSB Menu to Excel Menu

Move Worksheet from PSB to Interface Procedure

Import Worksheet from PSB Interface Procedure

Modify Spreadsheet

Color Scheme in Spreadsheets

Modify Data

Restrictions

Export Worksheet to PSB Interface Procedure

Move Worksheet from Interface to PSB Procedure

Delete Worksheet from Interface

Workflow Processes

Distribute Worksheet Workflow

Submit Worksheet Workflow

Distribute Budget Revision Workflow

Submit Budget Revision Workflow

Oracle Public Sector Budgeting Account Generator for OLD Integration

Oracle Public Sector Budgeting Worksheet Item Type

Distribute Worksheet Workflow Diagram

Distribute Worksheet Workflow Process

Populate Distribute Worksheet (Node 2)

Notify Recipient of a Worksheet Distribution (Node 3)

End (Success) (Node 4)

Customizing Distribute Worksheet Workflow

Required Modifications

Optional Customizations

Creating a New Custom Process

Submit Worksheet Workflow Diagram

Submit Worksheet Workflow Process

Populate Submit Worksheet (Node 2)

Enforce Concurrency Control Check? (Node 3)

Notify Submitter of Concurrency Failure (Node 4)

End (Node 5)

Perform Constraint Validation? (Node 6)

Validate Constraints (Node 7)

Notify Submitter of Constraint Failure (Node 8)

End (Success) (Node 9)

Select Operation to Be Performed on the Worksheet (Node 10)

Freeze Current and Lower Level Worksheets (Node 11)

Notify Submitter of Worksheet Freeze Completion (Node 12)

End (Success) (Node 13)

Unfreeze Current Worksheet (Node 14)

Notify Submitter of Worksheet Unfreeze Completion (Node 15)

End (Success) (Node 16)

Copy Worksheet (Node 17)

Notify Submitter of Worksheet Copy Completion (Node 18)

End (Success) (Node 19)

Notify Submitter of Worksheet Constraint Validation Completion (Node 20)

End (Success) (Node 21)

Merge Worksheets (Node 22)

Notify Submitter of Worksheet Merge Completion (Node 23)

End (Success) (Node 24)

Freeze Current and Lower Level Worksheets (Node 25)

Update View Line Flag of Parent Worksheets (Node 26)

Move Worksheet to Next Stage (Node 27)

Notify Submitter of Worksheet Move Completion (Node 28)

End (Success) (Node 29)

Freeze Current and Lower Level Worksheets (Node 30)

Update View Line Flag of Parent Worksheets (Node 31)

Perform Review Group Approval? (Node 32)

Set the Loop Counter Activity (Node 33)

Oracle Public Sector Budgeting Noop (Node 34)

Loop Counter (Node 35)

Create Review Group Worksheet (Node 36)

New Worksheet Created? (Node 37)

Find Approval Option (Node 39)

Notify Review Group of a Worksheet (Node 40)

Vote Approve/Reject (Node 41)

Unfreeze Current Worksheet (Node 42)

Notify Submitter of a Worksheet Rejection (Node 43)

End (Success) (Node 44)

Set Reviewed Flag (Node 45)

Send Approval Notification? (Node 46)

Notify Submitter of a Worksheet Approval (Node 47)

Update Worksheets Status (Node 48)

Select Approvers (Node 49)

Notify Submitter of a Worksheet Submission Completion (Node 50)

End (Success) (Node 51)

Customizing Submit Worksheet Workflow

Required Modifications

Optional Customizations

Creating a New Custom Process

Oracle Public Sector Budgeting Budget Revision Item Type

Distribute Budget Revision Workflow Diagram

Distribute Budget Revision Workflow Process

Populate Distributed Budget Revision (Node 2)

Notify User of Budget Revision Distribution (Node 3)

End (Success) (Node 4)

Customizing Distribute Budget Revision Workflow

Required Modifications

Optional Customizations

Creating a New Custom Process

Submit Budget Revision Workflow Diagram

Submit Budget Revision Workflow Process

Populate Budget Revision (Node 2)

Funds Reservation Details Update (Node 3)

Enforce Budget Revision Concurrency Control Check? (Node 4)

Notify Submitter of Concurrency Check Failure (Node 5)

End (Fail) (Node 6)

Validate Revision Constraints (Node 7)

Notify Submitter of Constraints Check Failure (Node 8)

End (Fail) (Node 9)

Select Revision Operation (Node 10)

Freeze Budget Revisions (Node 11)

Notify Submitter of Budget Revision Freeze Completion (Node 12)

Unfreeze Budget Revisions (Node 14)

Notify Submitter of Budget Revision Unfreeze Completion (Node 15)

Validate Revision Rules (Node 17)

Notify Submitter of Revision Rules Violation (Node 18)

End (Fail) (Node 19)

Freeze Budget Revisions (Node 20)

Update View Line Flag (Node 21)

Find Overriding Approver (Node 22)

Set Loop Counter (Node 23)

PSB Noop (Node 24)

Loop Counter (Node 25)

Find Approver (Node 26)

Vote Approve/Reject (Node 27)

Notify Submitter of Budget Revision Approval (Node 28)

Set Reviewed Flag (Node 29)

Vote Approve/Reject (Node 31)

Unfreeze Budget Revisions (Node 32)

Notify Submitter of Budget Revision Rejection (Node 33)

Set Rejection Status (Node 34)

Update Budget Revision Status (Node 35)

Notify Submitter of Budget Revision Approval (Node 37)

Set Reviewed Flag (Node 38)

Set Approval Status (Node 39)

Update Budget Revision Status-1 (Node 40)

Update Baseline Values for Revision Positions (Node 41)

Post Revisions to General Ledger (Node 42)

Notify User of Approval (Node 43)

End (Success) (Node 44)

Notify User of Budget Revision Submission (Node 45)

Send Approval Notification? (Node 46)

Notify Approver of Completion (Node 47)

Customizing Submit Budget Revision Workflow

Required Modifications

Optional Customizations

Creating a New Custom Process

PSB Account Generator for OLD Integration Item Type

Oracle Public Sector Budgeting Process

Oracle Public Sector Budgeting Process Diagram

Plan and Set Up the Budget Environment Diagram

Plan and Set Up the Budget Environment

Process

References

Prepare Data Extract and Position Information Diagram

Prepare Data Extract and Position Information

Process

References

Plan and Create Budget Worksheets Diagram

Plan and Create Budget Worksheets

Process

References

Distribute, Modify, and Submit Budgets Diagram

Distribute, Modify, and Submit Budgets

Process

References

Revise Budgets Diagram

Generate and Evaluate Budget Revision Request

Submit and Validate Budget Revision Request

Review Budget Revision Request and Modify, If Appropriate

Approve, Disapprove or Forward Budget Revision Request

References

Generate Reports and Analyze Data Diagram

Generate Reports and Analyze Data

Process

References

Maintain Budget, General Ledger, and HR Systems

Process

References

Managing Salary for Positions Extracted from Labor Distribution Process

Alternative One: Using the Account Generator for Labor Distribution Integration

Overview

Using the PSB Account Generator for OLD Integration Process

Start Generating Code Combination (Node 1)

Dummy Default Account Generator (Node 2)

Abort Generating Code Combinations (Node 3)

Validate Code Combination (Node 4)

End Generating Code Combination (Node 5)

Managing the Account Generator

Testing Account Generator Processes

Enabling or Disabling Account Generator

Selecting an Account Generator Process

Alternative Two: Using Default Rules for Positions with Grants Accounting Instructions

Identify Positions with Grants Accounting Charging Instructions Procedure

Assign Position Defaults for Labor Distribution Procedure

Example: Assign Position Defaults for Labor Distribution

Assumptions

Budget Group Setup

Position Data After Extract

Default Rules for Determining General Ledger Account Codes

Position Data After Default Rules Applied

Create and Distribute Worksheet

Correct Salary Account Distributions in Departmental Worksheets

Extract Data from Non-Oracle HRMS Process

Important Considerations

Upload Positions to Non-Oracle HRMS

Use Unique Position Identifications

Identify Positions Initiated From Public Sector Budgeting

Extracting Data from Non-Oracle HRMS Diagram

Extracting Data from Non-Oracle HRMS Process

Create versus Refresh Data

Create Data Extract

Obtain Data Extract Identification Number

Populate Interface Tables

Update Process Status

Transfer Data to Public Sector Budgeting Tables

Review Validation Report and Verify Data in Public Sector Budgeting

Correct and Refresh Data

Modify Data in Interface Tables

Update Process Status to Correct or Refresh

Repeat from Transfer Data to Public Sector Budgeting Tables

Create a New Position

Upload Worksheet to Position Control

References

Handling Reorganization During Budget Development Process

Forming a New Budget Organization

Process

Changing Reporting Lines

Process

Transferring Positions Between Organizations

Process

Transferring Accounts Between Organizations

Process

References

Projection Parameter and Constraint Formula Types

Account Projection Parameter Formulas

Type 1

Type 2

Type 3

Type 4

Element Projection Parameter Formulas

Type 1: Example 1

Type 1: Example 2

Type 2: Example 1

Type 2: Example 2

Position Projection Parameter Formulas

Type 1

Type 2

Type 3

Type 4

Type 5: Example 1

Type 5: Example 2

Account Constraint Formulas

Type 1

Type 2

Type 3

Type 4

Element Constraint Formulas

Type 1

Type 2: Example 1

Type 2: Example 2

Position Constraint Formulas

Type 1

Type 2

Type 3: Example 1

Type 3: Example 2

Oracle Public Sector Budgeting Navigation Paths

Online Help References

Budget Groups and Budget Review Groups

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