Detail Level Budgetary Control (Oracle General Ledger Users' Guide)


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Detail Level Budgetary Control

Use detail budgetary control to control expenditures against a budget amount for a particular account. When you use detail budgetary control, you must budget to every account for which you enable budgetary control. If you dynamically create accounts (dynamic insertion), we recommend you budget to the new account before you check funds or reserve funds for a transaction using the account. Otherwise, the funds checker treats the lack of budget as a zero amount (or a zero functional currency amount). If you are using absolute budgetary control on the account, the transaction will fail funds reservation.

Example

You receive funding for a new product, Product X. You enter a purchase order that you charge to Company1-Expense-Product X. Account Company1-Expense-Product X inherits the budgetary control options of the budget organization in which it falls. If you enabled detail budgetary control on a range of accounts that includes Company1-Expense-Product X, then you must create a budget for Company1-Expense-Product X. Otherwise, the funds checker assumes a budget of zero.

You can define absolute or advisory budgetary control at the individual account level. However, if you have budgetary control options defined at another level, such as by source and category, or for a summary template that includes the detail account, the budgetary control options for the account might override any other options.

Suggestion: Unless you want to control expenditures against a particular account, use Advisory budgetary control for individual accounts or account ranges.

Detail Level Budgetary Control

See Also