R11i: R12: OIE: Inconsistent Results With Different Expense Report Templates. One Defaults an Expense Type, the Other Does Not Default an Expense Type. (Doc ID 2302652.1)

Last updated on AUGUST 30, 2017

Applies to:

Oracle Internet Expenses - Version 11.5.10.0 and later
Information in this document applies to any platform.
Default Expense Type
Template
Credit Card
Card Mapping Rule

Symptoms


ACTUAL BEHAVIOR
---------------
Two expense report templates have been created and depending on which template is used, a default expense type is getting populated or not for Credit Card purchases on the OIE: Create Expense Report=>General Information=>Credit Card Transactions=>Credit Card Expenses form.

One template does not default any expense type while the other template defaults every expense item to type "Office Supplies" expense.  

EXPECTED BEHAVIOR
-----------------------
Expect to have the Expense Type default automatically to 'Office Supplies' regardless of the template being used based on the Credit Card Rule.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:


1) Setup two templates and neither has a default expense item selected on the Assign Card Expense Types screen.
  a) One template name is "Office Expenses"  It contains the following expense types and Card Expense Types:

Expense Item Expense         Category ...
-----------------------------------------------------
Office Supplies                   Miscellaneous
Internal Meeting                 Miscellaneous
Cell Phone/Mobility Charges  Miscellaneous
Field Supplies                     Miscellaneous
Repairs and Maintenance      Miscellaneous
Printing and Paper               Miscellaneous

     Card Expense Types Default Expense Item: NULL
     -------------------------------------------------------------------------
     Card Expense Type              Expense Item                       Template
     -------------------------------------------------------------------------
     Office Supplies                   Office Supplies                     Office Expenses
     Internal Meeting                 Internal Meeting                   Office Expenses
     Cell Phone/Mobility Charges  Cell Phone/Mobility Charges    Office Expenses
     Field Supplies                     Field Supplies                      Office Expenses
     Repairs and Maintenance      Repairs and Maintenance       Office Expenses
     Printing and Paper               Printing and Paper                Office Expenses

 

...
  b) The second template name is "Out of Town Travel" and It contains the following expense types and Card Expense Types:

Expense Item Expense Category ...
-----------------------------------------------------
Accommodations               Accommodations
Airfare                            Airfare
Car Rental                       Car Rental
Travel Authorization Form   Miscellaneous
Miscellaneous Incidentals   Miscellaneous
Tolls                               Miscellaneous

     Card Expense Types Default Expense Item: NULL
     -------------------------------------------------------------------------
     Card Expense Type Expense Item Template
     -------------------------------------------------------------------------
     Office Supplies                  Office Supplies                       NULL
     Internal Meeting                Internal Meeting                     NULL
     Cell Phone/Mobility Charges Cell Phone/Mobility Charges      NULL
     Field Supplies                    Field Supplies                        NULL
     Repairs and Maintenance     Repairs and Maintenance         NULL
     Printing and Paper              Printing and Paper                  NULL

2) Setup one Credit Card Rule and the rule has a default expense type of "Office Supplies" selected.


3) Navigate to OIE: Create Expense Report=>General Information
4) Select Template Name "Office Expensess"
5) Select Next to reach the Credit Card Transactions form.
6) Select all Credit Card transactions then select the Next button
7) See that Expense Type of "Office Supplies" defaults automatically on the Credit Card Expenses form.
8) Navigate to OIE: Create Expense Report=>General Information
9) Select Template Name "Out of Town Travel"
10) Select Next to reach the Credit Card Transactions form.
11) Select all Credit Card transactions then select the Next button
12) See that no Expense Type defaults automatically on the Credit Card Expenses form.

Cause

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