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When you choose Submit from the Budgets window, the following events occur:

1. Oracle Projects calls the budget verification extension. The procedure is called pa_client_extn_budget.verify_budget_rules.

By default, the budget verification extension does not include any budget submission requirements. You can customize the extension to match your company's rules for budget submission. See: Budget Verification Extension.

2. The budget verification extension has two possible outcomes:

• If the budget submission requirements are not met by the draft budget, an error message is issued and no status change is made.

• If the budget submission requirements are met by the draft budget, Oracle Projects proceeds to the next step.

3. The system must determine whether to call Workflow. The field Use Workflow for Budget Status Change in the Budget Type window determines whether Oracle Projects calls Workflow for the draft budget submission.

• If Workflow is not called, Oracle Projects changes the status of the draft budget to Submitted.

• If Workflow is called, Oracle Projects proceeds to the next step.

4. Oracle Projects calls the budget verification extension to determine whether the budget passes the budget baseline rules.

By default, the budget verification extension does not include any budget baseline requirements. You can customize the extension to match your company's rules for baselining a budget. See: Budget Verification Extension.

• If the budget fails the budget baseline rules, an error message is issued and no status change is made.

• If the budget passes the budget baseline rules, Oracle Projects proceeds to the next step.

5. Oracle Projectscalls the Workflow process indicated in the budget workflow extension. See: Budget Workflow Extension.

• If the draft budget fails the Workflow process, an error message is issued and no status change is made.

• If the draft budget travels successfully through the Workflow process, Oracle Projects proceeds to the next step.

6. Oracle Projects applies the standard budget baseline requirements to the budget.

• If the budget fails the standard budget baseline requirements, an error message is issued and no status change is made.

• If the budget passes the standard budget baseline requirements, Oracle Projects proceeds to the next step.

7. Oracle Projects calls the budget verification extension again, to verify that the budget still passes the budget baseline rules.

• If the budget fails the budget baseline rules, an error message is issued and no status change is made.

• If the budget passes the budget baseline rules, Oracle Projects changes the budget status to Baselined.

See Also