Setting Commitment Control Installation Options

This section discusses how to:

Set budget date, reversal date, and budget period liquidation options.
Use funding source optional informational fields.
Set online server and run control options.
Enable pop-up for error and warning messages.

Page Used to Set Commitment Control Installation Options

Page Name	Definition Name	Navigation	Usage
Commitment Control	INSTALLATION_KK	select Set Up Financials/Supply Chain, then select Install, then select Installation Options, then select Commitment Control	Set budget date, reversal date, and budget period liquidation. Make available and label three user-defined optional informational fields on the Commitment Control Funding Source page. Set online budget checking options for server, run control prefix, process instance, maximum wait time, and display pop-up messages to alert you to errors and warnings encountered in online budget processing.

Page Name

Definition Name

Navigation

Usage

Commitment Control

INSTALLATION_KK

select Set Up Financials/Supply Chain, then select Install, then select Installation Options, then select Commitment Control

Set budget date, reversal date, and budget period liquidation.

Make available and label three user-defined optional informational fields on the Commitment Control Funding Source page.

Set online budget checking options for server, run control prefix, process instance, maximum wait time, and display pop-up messages to alert you to errors and warnings encountered in online budget processing.

Installation Options - Commitment Control Page

Use the Commitment Control page (INSTALLATION_KK) to set budget date, reversal date, and budget period liquidation.

Make available and label three user-defined optional informational fields on the Commitment Control Funding Source page.Set online budget checking options for server, run control prefix, process instance, maximum wait time, and display pop-up messages to alert you to errors and warnings encountered in online budget processing.

Navigation

select Set Up Financials/Supply Chain, then select Install, then select Installation Options, then select Commitment Control

Image: Installation Options - Commitment Control page

This example illustrates the fields and controls on the Installation Options - Commitment Control page. You can find definitions for the fields and controls later on this page.

You can set a default budget date. You must select a reversal date option and a budget period liquidation option.

See Budget Processor.

See Installation Options for Default Budget Date, Reversal Date, and Budget Period Liquidation Option.

Setting Online Server and Run Control Options

Access the Commitment Control page select (Set Up Financials/Supply Chain, then select Install, then select Installation Options, then select Commitment Control).

You can select online budget checking server and run control options to:

Select the server on which to run online budget processing.
Specify a run control prefix.
Specify the last process instance.
Specify the maximum wait time in minutes.

See Installation Options - Commitment Control Page.

Enabling Pop-Up for Error and Warning Messages

Access the Commitment Control page select (Set Up Financials/Supply Chain, then select Install, then select Installation Options, then select Commitment Control).

Pop Up Error/Warning Message

Select to receive pop-up for error and warning messages when any online budget check results in an error or warning message being issued for a transaction in a supported product. Among the products that support the pop-up message are General Ledger, Payables, and Receivables.

If you receive the pop-up message after budget checking a transaction, the message directs you to the commitment control budget-checking exception pages.

Use the exception pages for your particular product and type of transaction. You can search using the appropriate process status and see the details for transactions as described in the documentation for the particular PeopleSoft product.

See Reviewing and Correcting Journal Entries with Budget Checking Errors.