Position Budgeting

Position Budgeting An Oracle White Paper May 2007

Position Budgeting

TABLE OF CONTENTS

Introduction......................................................................................... 3 Position Budgeting Cycle.................................................................. 3

1.1 Verify Setup .............................................................................. 3 1.2 Budget Details Setup.................................................................. 3 2.1 Run Budget Period Position Detail Report.................................... 4 3.1 Run Budget GL Posting.............................................................. 4 4.1 Review Process Log................................................................... 4 5.1 HR Data Maintenance ............................................................... 4 6.1 Run Calculate Commitment ........................................................ 4 6.2 Review Process Log................................................................... 4 6.2.1 Run Management Reports ........................................................ 5 6.3 Run Commitment GL Posting...................................................... 5 6.4 Review Process Log................................................................... 5 6.5 Run, review, analyze reports ....................................................... 5 7.1 Relieve Commitments Request Set................................................ 5 7.2 Review Process Log................................................................... 5

Budget Calendar .............................................................................. 7 Figure 2 Budget Calendar Form ......................................................... 7

Budget Sets ..................................................................................... 8 Figure 3 Budget Set Form ................................................................. 8

Budget Characteristics ..................................................................... 9 Budget Characteristics Tab ................................................................... 9 Figure 4 Budget Characteristics Form ............................................... 10 Elements Tab .................................................................................. 11 GL Segment Map Tab ........................................................................ 11

Budget Details................................................................................ 12 Figure 5 Budget Details Form .......................................................... 12 Figure 6 Position Form................................................................... 16

Budget Period Position Detail Report.............................................. 16 Figure 7 Budget Period Position Detail Report Output ......................... 16

Budget GL Posting ......................................................................... 18 Figure 8 Budget GL Posting ............................................................ 18 Figure 9 Transfer to GL/Grants........................................................ 19

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Process Log ................................................................................... 19 Figure 10 Process Log.................................................................... 20 Figure 11 Process Log.................................................................... 20 Figure 12 Budget Details ................................................................ 21

Calculate Commitment ................................................................... 21 Figure 13 Calculate Commitment ..................................................... 22

Commitment GL Posting ................................................................ 23 Figure 14 Commitment GL Posting ................................................... 23

Management Reports and SQL ...................................................... 25 Relieve Commitment Routine/Relieve Commitments Request Set.. 25

Figure 15 Relieve Commitment Routine ............................................. 26 Figure 16 Relieve Commitments Request Set ....................................... 26

Metalink Note References: ............................................................. 27

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Position Budgeting

Introduction Oracles position budgeting allows a standard level of control to prepare budgets, post commitments to General Ledger for budgeted entities (such as, positions), and analyze data from control budget reports.

This paper provides an outline of Oracles position budgeting with the basics. If you require more advanced control, you will need to refer to the Guide in Metalink Note: 224961.1 Oracle HRMS Position Control and Budgeting.

Position Budgeting Cycle The position budgeting cycle consists of the setup of the budget fundamentals, budget preparation, and running of processes & reports.

Please refer to Figure 1 on page 6 for the diagram associated with the cycle steps below:

1.1 Verify Setup The first step in the budgeting cycle is to verify your setups. The Budget Calendar, Characteristics and Version are setup for the fiscal year. Usually the budget calendar does not have to be setup each fiscal year, you may use the same budget calendar, but you need to verify that the fiscal year exists in the calendar. Please refer to the Budget Calendar section page 7 Figure 2 for details on how to setup the calendar. The budget sets are setup to link the elements in payroll to the defined budget. Please refer to the Budget Sets section on page 8 Figure 3. The characteristics usually would be setup each fiscal year so that you may have the option of changing characteristics in the future. Please refer to the Budget Characteristics section page 9 Figure 4 to setup the characteristics and the version of the budget.

1.2 Budget Details Setup The second step in the budgeting cycle is to setup the budget details for the fiscal year. The budget details will be the detailed dollar amounts and measurements for each position within your budget and the funding sources. Your budget characteristics unit of measurement setup determines the budget measurements. This is the step that links your GL account code combinations to

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the position and the measurement values to those accounts for each period within your budget.

Please refer to the Budget Details section page 12 Figure 5 or 6 for steps to enter the budget version, the positions, the measurement values and the funding distributions for your budget.

2.1 Run Budget Period Position Detail Report The next step after your setups are complete is to run the Budget Period Position Detail Report to verify your budget details are complete. Please refer to Budget Period Position Detail Report section page 16 Figure 7. Note: At this point the report will only list the budgeted amounts in the first column because within your cycle you have only created budget amounts. Commitments will be reported when employees are assigned to the budgeted entities in the cycle steps to follow within the budget cycle.

3.1 Run Budget GL Posting The next step after you have verified your budget is to run the Budget GL Posting. Please refer to Budget GL Posting section page 18 Figure 8 for details on how to run this process.

4.1 Review Process Log After running the posting to GL in validate mode, check the process log to verify it will post without errors. Please refer to Process Log section page 19 Figure 10 and 11 for details on how to use the process log. Once you have corrected any errors within the process log, you would run the Budget GL Posting without validation. The journals would then be imported and posted to the GL.

5.1 HR Data Maintenance During the fiscal year, HR data maintenance is occurring on the person assignment records on a regular basis. The type of data entries that impact the budgeting cycle would be assigning employees to the budgeted entities (position), running payrolls and salary changes. For example, a person was hired into the 1.IT Director.100 position on 01-Jan-2009 with a salary of $240,000.00 and a payroll was run for $20,000.00 month-end 31-Jan-2009. Once the commitments are calculated the above would impact those values.

6.1 Run Calculate Commitment The Calculate Commitment process should be run periodically to capture the HR Data Maintenance events. Please refer to the Calculate Commitment section on page 21 Figure 13 for details of this process and how to run this process.

6.2 Review Process Log After running the Calculate Commitment process, the process log should be reviewed for any errors. Select Budget Commitment from the View drop box in the Process Log window.

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6.2.1 Run Management Reports Run management reports to review the correct calculation of the commitment process. Please refer to the Management Reports and SQL section on page 24 for details.

6.3 Run Commitment GL Posting The Commitment GL Posting process should be run after you have reviewed the process log and reports for a successful calculation of commitments. Please refer to the Commitment GL Posting section on page 23 Figure 14 for details.

6.4 Review Process Log It is recommended to always review the process log after running a process to check for the successful completion and correction of errors if any.

6.5 Run, review, analyze reports There are many delivered management reports for position budgeting. The most commonly used reports are as follows:

Budget Period Position Detail Report Position Summary Report Organizational Position Summary Report

This step of the cycle will occur periodically usually monthly to analyze and evaluate the under and over budgeted positions within your organization. Please refer to the Management Reports and SQL section on page 24 for details.

7.1 Relieve Commitments Request Set If you would prefer to run the Request set instead of the single processes, this will calculate commitments and post to GL with one submit or scheduled run. Please refer to the Relieve Commitment Routine/Relieve Commitments Request Set section on page 25 Figure 16.

7.2 Review Process Log After running the request set, review the process log for both the Calculate Commitment and Post GL Commitment processes. Select the Budget Commitment and Commitment GL Posting from the View drop box in the Process Log window.

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Figure 1 Position Budgeting Cycle Position Budgeting - Cycle Example

Rep

orts

Pos

itio

n B

udg

etin

g

6.4 Review Process Log

2.1 Run Budget Period Position Detail Report

6.5 Review and analyze reports and

under/over budgeted positions to reallocate funds

1.1 Verify Budget Calendar,

Characteristics and Version are setup for

the fiscal year

1.2 Setup Budget Details for the Fiscal

Year

3.1 Post Budget to GL

(Validate)

4.1 Review Process Log

5.1 HR Data Maintenance

No

YesMonthly

7.1 Request Set =Relieve Commitments

7.2 Review Process

Log

6.2.1 Run Other

Management Reports for the period

Yes

No

Run set (or single requests)

6.3 Run Commitment GL Posting

6.1 Run Calculate

Commitment

6.2 Review Process LogError(s)

Error(s)

No

Yes

Error(s)Yes

No

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Budget Calendar The Budget Calendar is used to define the frequency of your budget periods. The calendar will be attached to your budget and used in the calculation processes for commitments. Figure 2 shows the form used to setup your budget periods. The Start Date should be the date for your first budget you would like to setup. Check that the start date year is early enough to cope with your historic data. Once you define the calendar, you cannot change the start date. There is no need to create a calendar for each budget year. This calendar need only be defined once, and the years can be added to the existing calendar by clicking the Change Calendar button. The period type is used to determine the From and To dates for each period in your budget. The period type is usually the period type of your General Ledger budget due to transferring to the GL.

Figure 2 Budget Calendar Form Navigation: Work Structures>Budget>Budget Calendar

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Budget Sets The Budget Set window is used to link pay elements to the defined budget and to compare a budgeted value for an element to the run result recorded for that element.

Figure 3 below shows a basic budget set to compare the regular salary pay element to your budget.

In this example there is no default Funding Source (GL Account Code Combination) for this element.

Figure 3 Budget Set Form Navigation: Work Structures>Budget>Budget Set

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Budget Characteristics The Budget Characteristics Window is used to define the properties of your budget. Usually you would create this each fiscal year in case you decide at a later date to change the properties used for your position budget.

The name usually includes the fiscal year of your budget if defining a budget for each year. Select the calendar to be used for the budget to specify the periods to be used in the budget. Select the GL budget to be used if transferring your budget to the General Ledger. Check the Control Budget check box if this budget is for control purposes, for example, position control.

Budget Characteristics Tab

The fiscal period region of the Budget Characteristics tab is where you define the dates, currency, and default budget set. The From and To dates are used with the budget calendar to define your period dates. In the example below, the fiscal year FY09 is 01-Jan-2009 to 31-Dec-2009 with monthly periods. 01-Jan-2009 to 31-Jan-2009 would be the first period of this budget. 01-Feb-2009 to 28-Feb-2009 would be the second period of this budget, and so on. Define the currency for your budget. If you do not select a currency the default currency for your business group is used.

Note: The list of primary entities is seeded with the product and you cannot extend this

list. The budget element region of the Budget Characteristics tab is where you define the primary entity, budget style, organization hierarchy, starting organization and valid grade required flag. The Primary Entity is the level at which you will budget. The most common choice and lowest level is position. The budget style will determine how the totals are allocated in the budget. Select Top Down if you enter the total Allocated amount for each budget measurement unit when you complete the budget. You can distribute the Allocated amount between the line items in the budget version. Select Bottom Up if you do not enter the total Allocated amount for each budget measurement when you complete the budget. In this case, the application rolls up the value for all the budgeted line items to create the total Allocated amount for the budget version. Select an Organization hierarchy if your primary entity is position or organization. The application displays the version of the organization hierarchy in the Version field. Select the highest organization for which you are budgeting in the Starting Organization field. If you want to limit the grades that can be selected for budgeting to only those marked as valid for the associated position or job, then check the Valid Grade Required check box.

When creating a control budget you must

mark the organization hierarchy for position

control.

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wkreihsTypewritten Text

You cannot enter budget values for any

organizations in the organization hierarchy

above the starting organization.

Three at most budget measurement units can

be budgeted simultaneously.

The budget measurement region of the Budget Characteristics tab is where you select the unit of measurements you will be defining in your budget. Oracle HRMS delivers the following seeded measurement units: Money, Hours, Headcount, Full Time Equivalent, and Percent Full Time Equivalent. You cannot extend these units, but you can use the User Types and Statuses window to copy and rename a unit by selecting the BUDGET_MEASUREMENT_TYPE lookup value. Select an aggregation method in the Aggregate field to control how the application rolls up budget totals by budget period for each budget measurement unit. Accumulate defines the total as the value accumulated in the budget period. If you select Money as a budgeting unit, you must select Accumulate as the aggregation method. Average defines the total as the average value for the budget period. You typically use this method for non-monetary units such as FTE or Headcount, where allocations can fluctuate widely from one period to the next. Maximum defines the total as the maximum value for the budget period.

Figure 4 Budget Characteristics Form Navigation: Work Structures>Budget>Budget Characteristics

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wkreihsTypewritten TextBe sure to populate the Currency field so that your actuals will display on the Budget Reports.


wkreihsTypewritten TextNote:

Elements Tab Note: If you define a budget element to track

both actuals and commitments (Type =

"Both"), you must specify Input Value as the

method. You can define the same element

twice (once for each Type) to specify a

different method for calculating commitments.

.

The elements tab of the Budget Characteristics window is where you define the elements to be used to track actuals or commitment values for your budget. You can compare your budgeted amounts to actual expenditures and projected commitments for any fiscal period. In order to track actuals or commitments, you must specify a method as part of your setup: You must specify an Input Value to track actuals. You can choose to calculate commitments based on Input Value, Salary Basis, or a FastFormula rule you define.

GL Segment Map Tab

The GL segment map region of the Budget Characteristics tab is where you map the general ledger accounting key flexfield segments to the cost allocation key flexfield segments.

You must select a GL budget in the GL Budget field to enable the GL Segment Map tabbed region. The application activates the Transfer to GL

check box automatically when you select the

budget in the GL Budget field.

.

Note: There are setups within the GL that are required to select the GL Budget in this form. You must setup a GL budget and the periods must be open.

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Budget Details The Budget Details Window is used to define the details of your budget. Enter the version from and to dates of your budget.

You may define the details of your budget in the budget details window, the position window or if approvals are required use budget worksheets.

Please see the implementation guide or online help for using budget worksheets. The implementation guide can be found with

Metalink Note: 224961.1 Oracle HRMS Position Control and Budgeting, Page 2-20.

.

.

Figure 5 Budget Details Form Navigation: Work Structures>Budget>>Budget Details

Figure 5 displays the budget details window setup. First you would enter the budget version, then click Open button to enter the positions within your budget and the measurements for each position. In this example, the units of measurements chosen as budget characteristics were Money and FTE.

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Once you have entered those values for the position, click the Periods button, then enter the values for each period. You define budget periods when you set up your budget calendar. In this example, the fiscal period is 01-Jan-2009 to 31-Jan-2009 with 12 monthly periods, such as, 01-Jan-2009 to 31-Jan-2009, 01-Feb-2009 to 28-Feb-2009 and so on. The budgeted value of money for the 1.Staff Analyst.100 position for each period is 10,000.00 totaling for the entire fiscal year of 120,000.00. The FTE for each month is 5 as is the total FTE for the fiscal year. (Note: The Populate All button may be used to add all positions to the budget.)

Click the Budget Sets tab for each period to select the budget set for this position, in this example, the 1.Staff Analyst.100 position is a salaried position and thus will use the Regular Salary budget set that links to the salary basis

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element of Regular Salary. Enter the percentage for each period and budget set defined.

Click the Budget Set Distribution button to enter the distribution and funding source for this budget within this period for the position.

Click the Funding Source tab to enter the GL account code combination for the distribution of these funds. The cost allocation key flexfield will display, this was mapped during the setup of the budget characteristics to the GL Accounting Key Flexfield. Click OK after entering the codes and enter the distribution percentage.

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This will be repeated for each period within your budget. Close the Funding Distribution (Regular Salary) window to navigate to the next period. Click the Next Period button, to repeat the steps of entering the distribution and funding source. Notice the Start and End Dates at the top of the window in the figure below.

Budgets on Positions -You may define the parts of the budget details setup in the position form for each budget. Figure 6 shows the position Budgets tab with the budget version, the periods entered, and the measurements entered. In this example, the money and FTE values are entered for the 1.Staff Analyst.100 position.

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Figure 6 Position Form Position Form>Budget tab

Navigation: Work Structures>Position>Description>Budget Tab

Budget Period Position Detail Report The Budget Period Position Detail Report lists the status of all Positions that are part of a specific Budget for a specified time period.

The parameters for this report are as follows:

Effective Date enter the date by which you would like to report the periods

Budget Name select the budget version to report

Record Type select the record type for the report; the choices are All Records or Records with Values

Reports on a budget you specify. Includes budgeted, actual, committed,

projected, and balance amounts for each position, per measurement unit and budget period.

Please see the implementation guide for details on other reports. The implementation guide can be found with


.

.

Note: Depending on what you have completed within the budget cycle, some of the columns may not be populated. In the example report, Figure 7, only the budget amounts are complete.

Figure 7 Budget Period Position Detail Report Output Navigation: Work Structures>Budget>>Budget Details

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You can also run the query below to check the funding sources for the budget. select haou.name organization ,pj.name job ,hapf.name positions ,pbv.version_number ,pbv.date_from budg_version_date_from ,pbv.date_to budg_version_date_to ,ptp.start_date period_start_date ,ptp.end_date period_end_date ,pbd.commitment_gl_status ,pbd.budget_unit1_value fte ,pbd.budget_unit2_value money ,pcak.concatenated_segments from pqh_budgets pb ,pqh_budget_versions pbv ,pqh_budget_details pbd ,pqh_budget_periods pbp ,pqh_budget_sets pbs ,pqh_budget_elements pbe ,pqh_budget_fund_srcs pbfs ,hr_all_organization_units haou ,hr_all_positions_f hapf ,per_jobs pj ,pay_cost_allocation_keyflex pcak ,per_time_periods ptp where pbv.budget_id = 5306

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and pbd.organization_id = haou.organization_id and pb.budget_id = pbv.budget_id and pbd.budget_version_id = pbv.budget_version_id and pbp.budget_detail_id = pbd.budget_detail_id and pbs.budget_period_id = pbp.budget_period_id and pbe.budget_set_id = pbs.budget_set_id and pbfs.budget_element_id = pbe.budget_element_id and hapf.organization_id = haou.organization_id and hapf.position_id = pbd.position_id and pbp.start_time_period_id = ptp.time_period_id and pbp.end_time_period_id = ptp.time_period_id and hapf.job_id = pj.job_id and pcak.cost_allocation_keyflex_id = pbfs.cost_allocation_keyflex_id order by ptp.start_date To see an example query results open imbedded spreadsheet below:

"BudgetDetails 2009.xls"

Budget GL Posting The Budget GL Posting process will post your budget to the General Ledger. There are two ways to run the process, either as a concurrent request (Figure 8) or within the Budget Details form (Figure 9).

The parameters for the process are as follows:

Budget Version select from the list of values the budget version you would like to post to the GL

Validate Mode select Yes or No from the list of values to indicate if you want the application to post the budget to the GL or to validate the budget without posting the data. Select Yes to validate the budget without posting the data to the GL. Select No to post the data to the GL. The application writes any errors encountered during posting to the Process Log Navigator window.

Note: Before running this process you must have specific setups in GL complete. You must have a GL budget defined and each period within the budget version must be open.

Figure 8 Budget GL Posting Navigation: Processes and Reports>Submit Processes and Reports>Single Request>Budget GL Posting

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Figure 9 Transfer to GL/Grants Navigation: Work Structures>Budget>>Budget Details>Click on Version>Click on Transfer to GL/Grants button

Process Log The Process Log displays information that can help you correct errors. The View drop box lists all the processes viewable by the form. The Figure 10 example below displays the Budget GL Posting results. The budget versions run will display by clicking on the plus sign ( + ) next to the process name. Then by clicking the plus sign ( + ) next to your budget version will display the details of your process. Note the stoplight will indicate whether there were any errors. A green light means there were no errors and the process completed successfully. A red light means there are errors to be displayed in details. Continue to click the plus sign ( + ) and then click on the error to view the message to the right of the log.

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Figure 10 Process Log Navigation: Processes and Reports>Process Log>Click on View drop box to select the process you would like to view

In this example, the GL budget periods did not exist for the budget defined in the budget characteristics. The GL periods needed to be opened for the periods within this budget version of 01-Jan-09 to 31-Dec-09. (General Ledger Super User>Setup>Open/Close)

Figure 11 Process Log Navigation: Processes and Reports>Process Log

Figure 11, is an example of the same budget run in validate mode as Figure 10, but after the errors were corrected. This shows the process

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will complete without errors and therefore can be run without validation.

Figure 12 Budget Details Navigation: Work Structures>Budget>Budget Details

Figure 12, is a screen shot of a successfully posted budget. Notice the GL Status column displays POST.

Calculate Commitment The Calculate Commitment process will calculate the projected expenditures for a budget over a budget period.

This concurrent request generates only MONEY commitments. The commitment calculation process takes as input the budget_version for which commitment is to be calculated, the start_date and end_date of the commitment calculation period, the frequency at which the commitment has to be stored ( i.e. whether the commitment is to be stored monthly or quarterly etc for the input budget version or position ) . If commitment is needed only for a specific position within the budget version, then the position has to be provided as an input.


Entity Type select from the list of values Grade, Job, Organization or Position

Budget Version select from the list of values the budget version to calculate for

Entity Name select from the list of values the entity name if you would like to run for only one entity and not all; this parameter is not required and is optional if left blank it will run for all entities

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Frequency if you would like to override the calendar defined in the budget characteristics for your budget version, select from the list of values the frequency to use

Figure 13 Calculate Commitment Navigation: Processes and Reports>Processes and Reports>Submit Processes and Reports>Single Request

If the frequency for commitment calculation is not provided, then commitment will be calculated for each time period that belongs to the budget calendar and falls within the required commitment calculation dates. The commitment calculation process starts by breaking the commitment calculation period into smaller periods based on the input frequency. In this budget example, the frequency is monthly. There are 12 periods within the budget version and thus the commitment calculation process with the parameters in Figure 13 will calculate for each period of the budget.

You can run the following query to check the results of the commitment calculation or see the Management Reports and SQL section on page 23.

Example query below to review the calculated commitment values prior to sending to GL: select paaf.assignment_number ,papf.full_name ,hapf.name position ,petf.element_name ,pec.commitment_start_date, pec.COMMITMENT_END_DATE, pec.COMMITMENT_CALC_FREQUENCY, pec.COMMITMENT_AMOUNT from pqh_element_commitments pec

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,per_all_assignments_f paaf ,pay_element_types_f petf ,per_all_people_f papf ,hr_all_positions_f hapf where pec.BUDGET_VERSION_ID =5306 and paaf.assignment_id = pec.ASSIGNMENT_ID and petf.ELEMENT_TYPE_ID = pec.ELEMENT_TYPE_ID and paaf.person_id = papf.person_id and paaf.position_id = hapf.position_id To see am example query results open imbedded spreadsheet below:

"BudgetCommitments2009.xls"

The input budget version is broken into its detail positions. Positions have assignments attached to them and these assignments are attached to element types. The element types that should be taken into consideration for commitment calculation are defined during the setup of the budget characteristics.

The commitment value is calculated for the specified element types for an assignment. The sum of the commitment for all assignments of a position will give us the commitment for a position. The commitments of positions within a budget version are summed to arrive at the commitment of the budget version. After arriving at the budget version commitment as of the start date of each of the smaller sub-periods, in the above case, as of Jan 1st, Feb 1st & Mar 1st, these values are then summed up to arrive at the commitment amount for the budget version for the entire commitment calculation period.

Commitment GL Posting The Post GL Commitment process will post the commitment values calculated to the General Ledger.

Figure 14 Commitment GL Posting Navigation: Processes and Reports>Processes and Reports>Submit Processes and Reports>Single Request

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Effective Date enter the effective date to post to the GL

Budget Version select from the list of values the budget version to post

Posting Period select from the list of values the posting period for which you want to post, if left blank, the process will post for all periods within your budget

Validate Mode select Yes or No from the list of values to indicate if you want the application to post the commitments to the GL or to validate the commitments without posting the data. Select Yes to validate the budget commitments without posting the data to the GL. Select No to post the data to the GL. The application writes any errors encountered during posting to the Process Log Navigator window.

Note: The GL period in which the commitments are posted must be in an OPEN status, else the process will fail.

In a GL responsibility, you will run Create journal process, if budgetary control flag is checked on Set of books, or Import Journal if it is not. You can then view the results in the Encumbrances form and post if you desire.

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Management Reports and SQL

There are delivered budget reports that can be run to view the results of the budget cycle. Please see the implementation guide for details on other reports.

The implementation guide can be found with


.

.

The Organizational Position Summary Report is one example of the delivered reports that can be used to review and analyze the under or over budgeted positions. This report provides summary budget information for a specified time interval, for each position-controlled organization in your business group.

Relieve Commitment Routine/Relieve Commitments Request Set The Relieve Commitment Routine process or the Relieve Commitments Request Set will recalculate the commitment values and post the results to the General Ledger in one submit. This process combines the Calculate Commitment and Commitment GL Posting processes into one.

Note: The pqh_element_commitments table is cleared out once the posting to the GL is complete.


Effective Date enter the effective date to post to the GL

Budget Entity select from the list of values Grade, Job, Organization or Position

Budget Version select from the list of values the budget version to calculate for

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Posting Period select from the list of values the period within your budget calendar you would like to post the relieve commitment values

Figure 15 Relieve Commitment Routine Navigation: Processes and Reports>Processes and Reports>Submit Processes and Reports>Single Request

Figure 16 Relieve Commitments Request Set Navigation: Processes and Reports>Processes and Reports>Submit Processes and Reports>Request Set

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Metalink Note References: Note.224961.1 Oracle HRMS Position Control and Budgeting Note.405286.1 Define Budgets Form not Displaying Actual Values & Variance Correctly Note.207212.1 Position Control FAQ Note.397147.1 No LOV for Budget Parameter Staffing Budget Details Report? Note.371368.1 Position Control Relieve Commitment Calculation FAQ Note.371073.1 Budget Details Modified Is Not Showing in the Journal Import To Gl Note.313653.1 The Headcount Budget Does Not Get Updated on the Budget Details Screen

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Position Budgeting December 2006 Author: Wendy Kreihs Contributing Authors: Nischal Sanghal Copyright Oracle Corporation 1995 All Rights Reserved Printed in the U.S.A. This document is provided for informational purposes only and the information herein is subject to change without notice. Please report any errors herein to Oracle Corporation. Oracle Corporation does not provide any warranties covering and specifically disclaims any liability in connection with this document. Oracle is a registered trademark and Enabling the Information Age, [Add trademarks here] are trademarks o

f Oracle Corporation.

Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A. Worldwide Inquiries: 415.506.7000 Fax 415.506.7200 Copyright Oracle Corporation 1995 All Rights Reserved

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IntroductionPosition Budgeting Cycle1.1 Verify Setup1.2 Budget Details Setup2.1 Run Budget Period Position Detail Report3.1 Run Budget GL Posting4.1 Review Process Log5.1 HR Data Maintenance6.1 Run Calculate Commitment6.2 Review Process Log6.2.1 Run Management Reports6.3 Run Commitment GL Posting6.4 Review Process Log6.5 Run, review, analyze reports7.1 Relieve Commitments Request Set7.2 Review Process Log

Budget CalendarFigure 2 Budget Calendar Form

Budget SetsFigure 3 Budget Set Form

Budget CharacteristicsBudget Characteristics TabFigure 4 Budget Characteristics FormElements TabGL Segment Map Tab

Budget DetailsFigure 5 Budget Details FormFigure 6 Position Form

Budget Period Position Detail ReportFigure 7 Budget Period Position Detail Report Output

Budget GL PostingFigure 8 Budget GL PostingFigure 9 Transfer to GL/Grants

Process LogFigure 10 Process LogFigure 11 Process LogFigure 12 Budget Details

Calculate CommitmentFigure 13 Calculate Commitment

Commitment GL PostingFigure 14 Commitment GL Posting

Management Reports and SQLRelieve Commitment Routine/Relieve Commitments Request SetFigure 15 Relieve Commitment RoutineFigure 16 Relieve Commitments Request Set

Metalink Note References:

Documents

Position Budgeting