Expense Account Rules Are Not Working For An Item - Why Expense Account Rules Only Work For Non Catalog Items (Doc ID 2274963.1)

Last updated on SEPTEMBER 08, 2023

Applies to:

Symptoms

Expense Account Rules have been setup and when entering the item and evaluating the Charge/Expense account combination that is generated the Expense Account Rules are not working.

The profile "POR: Apply Expense Account Rules to Favorite Charge Accounts" has been set to "YES" at the appropriate levels.  ( See note How to Set Up and Use Category-based Account Default in Purchasing Doc ID 293046.1 )

Setup the Expense Account Rule

Item is setup and assigned to the category

Shop the Item

Notice Charge Account Segment Remains Unchanged

Steps to Reproduce

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1. Set the profile "POR: Apply Expense Account Rules to Favorite Charge Accounts" = YES at Site level
2. Setup an expense account rule to override a given segment with a specific value based on a specific Item Category
3. Shop or Enter a Requisition for an item assigned to that Specific Category
4. Evaluate the charge account generated and the expense account rule has NOT been used in place of one of the segments

Changes

Cause

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