EEX 8.9+: How To Update An Expense Report Transaction That Has Already Been Submitted, Approved, Staged, Paid, Or Even Further Processed With Posting Accounting Entries?

(Doc ID 1486559.1)

Last updated on AUGUST 23, 2017

Applies to:

PeopleSoft Enterprise FIN Expenses - Version 8.9 to 9.2 [Release 8.9 to 9]
Information in this document applies to any platform.


In most occasions, while creating a new Expense Report transaction into the system, users are able to edit any Field, Line, Header, and data entered, by updating it, deleting it, or creating additional information lines. All this can easily be done while the transaction status is in Pending. But, what are the recommended steps in order to edit Expense Report transactions that have already been Submitted For Approval, Approved For Payment, Staged, or even Paid? Some examples could be for instance:

    - Need to change the Expense Type used in some Expense Report Lines
    - Need to change the Business Purpose at the Header level
    - Need to change some values from the Accounting Detail ChartFields

Clear and consice steps are requested in such occasions, in order to know what to do to correct errors on the data entry that have been detected too late in the process.


Sign In with your My Oracle Support account

Don't have a My Oracle Support account? Click to get started

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms