EEX 9.2: Request To Provide Additional Project Costing ChartFields Access At Expense Report Distribution Line Level In Mobile Applications (Doc ID 1632702.1)

Last updated on MARCH 16, 2016

Applies to:

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

Symptoms

ISSUE:

The currently delivered functionality in PeopleSoft Enterprise FSCM Applications allows the creation of Employee Privilege Templates, which can be later associated to an Expenses Role, and eventually to Employee Expenses Profiles. With this, the company can grant access to whomever Employees need to perform changes on the defaulted values in the Expense Report Line, at the Accounting Distribution Level. This includes ChartFields in Project Costing such as:

  - PC Business Unit
  - Project ID
  - Activity ID
  - Source Type
  - Category
  - Sub-Category

While this functionality seems to be working fine in the delivered FSCM Online Application, it does not seem to be the case when the same Employees try to create new Expense Reports via the Mobile Expenses Applications. Over there, the user has access to the Accounting Distribution Lines, but to only 4 ChartFields: Department ID, Fund Code, Project ID, and Activity ID.

This is insufficient for those Employees that need to update additional Project Costing ChartFields. It is requested to display in Mobile Expenses the full spectrum of Project Costing ChartFields as per configured in the Employee Privilege Template.

REPLICATION STEPS:

  - Log into the FSCM Online Application as User VP2
  - Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Employee Privilege Template
  - Create a brand new Privilege Template named 'EX Employee' with the below settings:
  - Set ID = SHARE
  - Effective Date = January 1st 1900
  - Status = Active
  - PC ChartFields = Modify
  - PC ChartFields To Display: Select Source Type, Category, Subcategory
  - Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Expense Role
  - Open the delivered Expense Role EMP, and define the below settings:
  - Transaction Type = Expense Report
  - Privilege Template = EX Employee
  - Navigate to: PeopleTools > Security > User Profiles > User Profiles
  - Open the existing User ID VP1
  - In the ID tab, make sure to define Employee ID = KU0042
  - Navigate to: Travel and Expenses > Manage Employee Information > Update Profile
  - Open existing Employee ID KU0042
  - Go to the Organizational Data tab, and in the Expense Processing Role = Regular Employee
  - Log into the FSCM Online Application as User ID VP1
  - Navigate to: Employee Self-Service > Mobile Applications
  - Click on the Expenses icon
  - Click on the Create Expense Report icon
  - Add the Expense Report Header fields, and click on Save
  - Click on the Add Expense icon
  - Add the Expense Report Line field values
  - Click on Distribution icon
  - Only Project ID and Activity ID ChartField are being displayed

EXPECTED BEHAVIOR:

In the FSCM Online Application Employees are already able to add the needed Project Costing ChartField values at the Expense Report Line Distribution Accounting Details. The same functionality should be enabled when using Mobile Expenses Applications.

To gather more information concerning this scenario and its related problem, refer to the available Replication Steps Word Document here linked containing the complete configuration and the replication steps necessary to reproduce the issue.

Cause

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