Commitment Control Budget Processor Process in PeopleSoft Purchasing

The Commitment Control Budget Processor Application Engine process (FS_BP) enables you to budget check your transactions independent of the online budget checking feature or the batch transaction creation processes. You can select process parameters that capture exactly the group of transactions that you want for budget checking. You access this process from the menu for requisitions, purchase orders, and procurement cards.

The Commitment Control Budget Processor process operates the same whether it is initiated in batch mode using the Process Scheduler or when it is initiated from the purchase order and online entry pages. The batch mode affects a group of transactions whereas the online entry pages affect one transaction. The process compares the total amounts on each transaction (distribution) line to the available amounts in the referenced budget. If any line has an amount that exceeds the available budget, allowing for acceptable tolerances, that line fails budget checking and the system generates an exception message.

After you run the process, the transaction statuses and exception messages are on a batch log, which you can view by clicking the Message Log link on the Process Details page.

All lines on a transaction must pass budget checking for the transaction to receive a Valid budget status. Transactions with an Error budget status have one or more budget exceptions, which is a transaction or a transaction line that has failed budget checking. Transactions in Error status must be corrected.

The budget processor records liquidations in the commitment control ledger (LEDGER_KK) as taking place in the fiscal year and accounting period in which the liquidation takes place. For example, when a voucher liquidates a purchase order, the liquidation is recorded using the fiscal year and accounting period of the voucher.

Note:

Commitment control is not automatically invoked for requisitions and purchase orders built from batch processes. These transactions must be approved and budget checked using separate processes. If you are using commitment control, a requisition cannot qualify for online sourcing until it has been budget checked and has a Valid budget status.