EEX 9.1: Prepay Auditor Approval Level is Skipped when Expense Report is Re-assign to HR Approval Manager. (Doc ID 1581205.1)

Last updated on SEPTEMBER 13, 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 approval workflow skips Prepay Auditor Approval level when it is reassigned in following scenarios:

1-Expense Report is entered by Prepay Auditor: The Expense Report is reassigned from Current HR Supervisor to another Manager and "User Auto Approval" is unchecked at ERApproval Process Definition.

2-Expense Report is entered by user : First the Expense Report is reassigned from Current HR Supervisor to another Manager (this Manager was listed as Prepay Audit) and then it is re-assigned is made to another Manager who not listed as Prepay Auditor



Steps for  scenario #1

1-Activate Approval Levels:-HR Supervisor and Prepay Auditor.

2-Uncheck the box "User Auto Approval". Navigation : Enterprise components > Approvals > Approval Process Setup: ERApproval.

3-A Prepay Auditor sign on to the system and enters an Expense Report and submits it for approval. Expense Report routes to HR Supervisor and Prepay Auditor.

4-Admin reassigns the Expense Report from HR Supervisor to another Manager.

Actual result:

Expense report routed only to HR Manager and Prepay Auditor level is skipped.

 

Steps for  scenario#2

1-Activate Approval Levels:-HR Supervisor and Prepay Auditor.

2-Check the box "User Auto Approval". Navigation : Enterprise components > Approvals > Approval Process Setup:ERApproval.

3- A user signs on to the system and enters Expense Report and submits it for approval. Expense Report routes to HR Supervisor and Prepay Auditor.

4-Admin reassigns the Expense report from HR Supervisor to another manager (this manager is listed in the Prepay Auditor Approval list)  to approve this report. The Expense Report is now pending HR Supervisor and Prepay Auditor approval levels.

5-Again, Admin reassigns from HR Manager (manager who is listed in the prepay Auditor Approval list) to another manager who is not listed as Prepay Auditor.

Actual result:

Expense Report routed only to HR Manager and Prepay Auditor level is skipped.

 

Expected result:

Expense Report in the above two scenarios should not skip Prepay Auditor Approval level.

 

Please see Replication steps for more details related to complete configuration and the replication steps necessary to reproduce the issue.

Cause

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