Establishing Commitment Control Ledger Groups

You establish Commitment Control ledger groups in the Ledger Group component.

To add a Commitment Control Ledger Group:

1. Select Set Up Financials/Supply Chain, and then Business Unit Related, and then General Ledger, and then Ledgers For A Unit, and then Definition.

2. On the Definition page, enter a description for the ledger group.

3. Select the Commitment ledger template to attach the ledger group to that template and to define the ledger group as a Commitment Control ledger group type.

   The Commitment Control ledger template defines the Ledger record, which determines the ChartField and Edit Table defaults that populate the ChartFields page of the Ledger Group component.

4. Select either the Commitment Control Expense or Commitment Control Revenue ledger group type to attach the ledger group to the ledger group type.

   Note:

   The Keep Ledgers in Sync check box is unavailable when you select a Commitment Control ledger template.

5. In the Ledger Details grid, enter a row for each Commitment Control ledger that you want in the ledger group.

   Select the Commitment Control ledger type for each ledger. You can select only one ledger of each ledger type.

6. For expenditure ledger groups, select the Affect Spending Authority check box if transactions successfully processed against the ledger are to affect the available budget balance.

   For example, if you want the system to track pre-encumbrance, encumbrance, and expenditure transactions against the budget in an expenditure ledger group, but you do not want pre-encumbrance transactions to reduce the available budget balance, select Affect Spending Authority for the budget, encumbrance, and expenditure ledgers and deselect it for the pre-encumbrance ledger. All four ledgers are updated each time their transaction types are processed, but only budget journals and transactions that are stored in the encumbrance and expenditure ledgers affect the calculation of the budget's available spending amount.

   However, when Funding Source control is involved, only transactions that affected those ledgers that have Affect Spending Authority selected are recorded in the Funding Source Distribution tables. In the previous example, the pre-encumbrance transactions would not be recorded in the Funding Source Distribution tables.

   You can override your selection for pre-encumbrance amounts at the level of a specific business unit and GL ledger group in the Ledgers for a Unit component.

   See Setting Up Commitment Control for a Business Unit and GL Ledger Group.

7. On the ChartField page, review the default edit table and view that are associated with each of the ChartFields for the ledger group.

   The Commitment Control ledger template populates the ChartFields and their default edit tables and views.

8. On the Balance page, select the Balance check box for the ChartFields that you want to balance for the ledger group.