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Update Application Number & link for filings 2028-2031 after submission

Feature Request2026Budget Filings


Current Field Behavior implemented as part of this ticket:
- All three fields are editable up until the filing is submitted.
- Once submitted, fields should become read-only.
- Include guidance above the fields on the initiate budget filing Step 1: Application number and advice letter can be updated any time before you submit the budget filing.

The change would be to keep these fields always editable.

Problem it solves: SCE & PGE need to update their application ID for 2028-2031.

Gary:
We need the budget filing receipt to include in our application which we need a couple days at least ahead of actually filing the application for our case admin to properly include it in the application. But, don’t have our application number until we file. When it’s an Advice Letter like a TUAL or MCAL, our Case Admin can give it a number a couple of days earlier. Can we change the lock time frame to a day after the deadline?

Amy:
From the ED perspective, we acknowledge that it takes a few days to process application numbers (as with Decisions, Resolutions, Advice Letters, and other docs) so we do allow this time after filing to update that number and add a link to the docs.

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Posted by cedars team ·
Status: Completed7 comments

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Comments7

  • cedars team

    Team•

    Apr 16

    Hi @Roopa Reddy @sacharya @GGolden42
    I didn’t get to cover this in todays demo, but this feature is ready to test on cedars-2

    Here is a list of test cases. Once someone has confirmed this is working as expected, we can deploy to production.

    Budget_Filing_UAT_Checklist.xlsx

    6.1 KB• Spreadsheet

    • Roopa Reddy

      Team•

      Apr 16

      @cedars team Hi Sonja, the checklist included here contains 9 items, compared to the 15 items in the checklist sent via email.

      • cedars team

        Team•

        Apr 16

        Good catch Roopa, looks like I attached the wrong list to the email. I refined the list seen as we can’t test emails on the cedars-2 environment, and there was some duplication in the tasks around the regeneration of the budget filing receipt.

        • Jake Richardson (PG&E)

          Team•

          Apr 17

          @cedars team , can you reopen our 2031 filing in CEDARS-2 so I can test the pre-submission piece? I requested it already.

          • cedars team

            Team•

            Apr 20

            Hi @Jake Richardson (PG&E) 2031 filings has been reopened on cedars-2 so you can test. Thanks, Sonja

            • Jake Richardson (PG&E)

              Team•

              Apr 20

              Testing is complete, everything is a pass for me.

  • cedars team

    Team•

    Mar 31

    Do we want to keep the permissions the same where PA Admin and PA Ordinary can both edit these fields?