EEX 9.2: Source Type, Category, And SubCategory Project Costing ChartFields Dropdown Lists Return Only Blank Values In Expense Report Distribution Line For Mobile Applications (Doc ID 1632709.1)

Last updated on JULY 11, 2017

Applies to:

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

Symptoms

ISSUE:

After the installation of the fix from <Bug 17641389> (Enhancement: Mobile Expenses Not Accepting PC ChartField Values If No Project Defaults Defined), a secondary issue has been identified that needs addressing, though it is inconsistent and not replicable for all cases.

Having added a new Expense Report transaction via the Mobile Applications, upon adding the Accounting Details at the Expense Report Line Distribution level, the Project Costing Business Unit desired can be selected without problem.Once that is done, both the Project ID and Activity ID can also be selected. However, when going to the Project Costing ChartFields of Source Type, Category, and SubCategory, their respective drop down lists are not displaying any values, although it is known from the configuration that per Set ID there are valid values defined.

REPLICATION STEPS:

   - Log into the FSCM Online Application as User VP1
   - Navigate to: Set Up Financials/Supply Chain > Business Unit Related > Project Costing > Project Costing Options
   - Open Project Costing Business Unit US001
   - At the 'Project Costing Options' tab, in the 'Input Control' section, mark as Required the ChartFields: Source Type, Category, and SubCategory
   - Navigate to: Set Up Financials/Supply Chain > Product Related > Project Costing > Transaction Options > Source Types
   - Perform a quick search under Set ID SHARE, and confirm that there are defined values
   - Navigate to: Set Up Financials/Supply Chain > Product Related > Project Costing > Transaction Options > Categories
   - Perform a quick search under Set ID SHARE, and confirm that there are defined values
   - Navigate to: Set Up Financials/Supply Chain > Product Related > Project Costing > Transaction Options > SubCategories
   - Perform a quick search under Set ID SHARE, and confirm that there are defined values
   - 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
   - At the Expense Report Line level, define all the below values in their respective Fields:
        - Date = January 3rd 2014
        - Expense Type = Entertainment Other
        - Payment Type = Cash
        - Expense Billing Code = Internal
        - Transaction Amount = 100.00
        - Currency = USD
        - Expense Location = NEWK
        - Description = GCS Test
   - Once done, proceed to click on the 'Distribution' button
   - In the Accounting Distribution Line page, enter the below values:
        - GL Business Unit = US001
        - Department = 41000
        - PC Business Unit = US001
        - Project ID = 0000000106
        - Activity ID = 00000000001
   - Click on the drop down list for the Source Type Field, and see how it is all in blank
   - Click on the drop down list for the Category Field, and see how it is all in blank
   - Click on the drop down list for the SubCategory Field, and see how it is all in blank

BUSINESS IMPACT:

The Source Type, Category, and SubCategory Project Costing ChartFields should display the proper valid values once having defined the Project Costing Business Unit, and its related Set ID. Not able to select any values on this level leaves the information of the Accounting Distribution incomplete, specially when at the Project Costing Business Unit Options the Fields in question were marked as Required.

EXPECTED BEHAVIOR:

Upon selecting a valid Project Costing Business Unit, Project ID, and related Activity ID, the drop down lists of the searches for Project Costing ChartFields Source Type, Category, and SubCategory should display the proper valid results if they have been correctly configured under the required Set ID value.

Cause

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