Issue
After a budget is rejected by the workflow approver, the budget's 'Edit' or 'Rework' link do not appear and thus the budget cannot be reworked.
How to reproduce
- Create a Project and change its status to Active
- Create a new Plan version of Approved Budget and then enter the Raw Cost, Burdened Cost and Revenue Budget total.
- Submit budget for approval.
- Now login as budget approver and 'Reject' the budget
- Go back to the Project > Financials tab > Approved Budget > Maintain Versions. Here unable to find 'Edit' or 'Rework' link.
Resolution
Take the following steps to resolve this:
A. Ensure the check box on the Financial Plan type setup "Allow Edit after Initial Baseline" is checked.
- Using Project Super User, navigate as follows:
- Projects: Setup
- Financial Plan Types
- Select the plan type you are using and hit the update (pencil) icon.
- Under the 'Setup Options' section you will see 'Allow Edit After Initial Baseline'.
B. In case case the above setup was already done. Now what I had done to resolve the issue is simply terminate the budget approval process. To do that follow these steps:
- After the budget got rejected then original initiator of the budget will get a rejection notification. Open this notification and hit the 'Terminate' button.
- Go back to the Project > Financials tab > Approved Budget > Maintain Versions, and here the 'Edit' budget option will appear now.
Environment
- Oracle E-Business Suite R12.2.3
- Oracle Projects