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:Oracle Purchasing - Version 11.5.9 and later
Oracle iProcurement - Version 11.5.9 and later
Information in this document applies to any platform.
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
- Set the profile "POR: Apply Expense Account Rules to Favorite Charge Accounts" = YES at Site level
- Setup an expense account rule to override a given segment with a specific value based on a specific Item Category
- Shop or Enter a Requisition for an item assigned to that Specific Category
- Evaluate the charge account generated and the expense account rule has NOT been used in place of one of the segments
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In this Document