EEX9.1: Encumbrance is Not Liquidated when Travel Authorization is Associated With an Expense Report (Doc ID 1500067.1)

Last updated on APRIL 12, 2016

Applies to:

PeopleSoft Enterprise FIN Expenses - Version 9.1 to 9.1 [Release 9]
Information in this document applies to any platform.

Symptoms

Expense Report with Travel Authorization applied to it is not getting budget check as the encumbrance is not getting liquidated.

Steps:
-----------
1) Create and submit a travel authorization.
2) Budget check and approve the travel authorization.
3) Create an expense report and enter a line and make changes to chartfields as required.
4) Associate the travel authorization with expense report using More Options - Associate Travel Authorization feature.
Note - Travel Authorization is associated after creating  at least one expense line.
5) Submit the expense report.
6) Budget check the expense report.


Expected result:
------------------------
Expense report should be budget checked with valid budget by liquidating the encumbrance .

Actual result:
-------------------
Following budget check exception occurs:

Exceeds Budget Tolerance

Please see replication steps document for more details.

Cause

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