EEX 9.2: Unchanged Time Report Revisions Get Stuck In Approvals In Process If Contain Policy Hours (Doc ID 1632735.1)

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:

Time Report Adjustments get stuck in 'Approvals In Process' status (PS_EX_TIME_HDR.TIME_SHEET_STATUS = 'PAR') after all approval levels have acted upon the transaction. This is happening when the following criteria are being met:

   - The original Time Report contained at least some hours booked as Policy Hours
   - The Time Report, once approved and staged to Project Costing, got a Revision created
   - That the Time Report new Revision gets submitted for approval with no changes performed compared to the original transaction

Any other Time Report Revisions that do not contain Policy Hours, or that contain indeed changes from the original transaction do not seem to be affected by this problem. Somehow the Approval Workflow is unable to correctly process the Policy Hours row of an unchanged Time Report Revision.

REPLICATION STEPS:

    - Log into the FSCM Online Application as User ID VP1
    - Navigate to: Set Up Financials/Supply Chain > Install > Installation Options > Expenses
    - Make sure that the 'Project Manager' and 'Workflow Enabled' flags have been selected
    - Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Transaction Definition
    - Open the existing configuration for Time Reports (TRApproval), and make sure 'Project Approval' level is active
    - Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Transaction Definition
    - Open the existing configuration for Time Adjustments (TJApproval), and make sure 'Project Approval' level is active
    - Navigate to: Project Costing > Project Definitions > General Information
    - Create a brand new Project ID with the following information:
         - PC Business Unit = US001
         - Project ID = GCS_PROJECT
         - Integration = US001
         - Project Status = Approved
         - Start Date = January 1st 2013
         - End Date = December 31st 2014
    - Navigate to: Project Costing > Activity Definitions > Project Activities
    - Open the existing Project ID GCS_PROJECT, and add two new Activities for the same period frame
    - Navigate to: Project Costing > Project Definitions > Team
    - Open Project ID GCS_PROJECT, and add the below 2 new Resources in both the Project and its 2 Activities:
         - Employee ID KU0021: As Project Consultant
         - Employee ID KU0006: As Project Manager (Mark it as such)
    - Log into the FSCM Online Application as User ID EXA1
    - Navigate to: Employee Self-Service > Travel and Expenses Center > Time Report > Create/Modify
    - Add a new Time Report with the following information:
         - 2 Time Report Lines, both for Project ID GCS_PROJECT, but each for one of the 2 Activities
         - Book 4 hours each day of the week for each Time Report Line and Project Activity, except for for one day
         - For the day left in blank, book 8 Policy Hours in the 'Floating Holiday' row
    - Submit the Time Report for approval
    - Log into the FSCM Online Application as User ID MGR1
    - Navigate to: Manager Self-Service > Travel and Expenses Center > Approvals > Approve Transactions
    - Open the submitted Time Report, and approve it
    - Log into the FSCM Online Application as User ID VP1
    - Navigate to: Travel and Expenses > Process Expenses > Expense Processing
    - Run the Expense Processing AE Program (EX_TRAN_PRCS) with the below options selected:
         - Stage Time to Project Costing = Y
         - Business Unit = US001
    - Log into the FSCM Online Application as User ID EXA1
    - Navigate to: Employee Self-Service > Travel and Expenses Center > Time Report > View
    - Open the Time Report in question
    - At the Version Action drop down list, select ‘Create Revision’, and click on GO Button
    - Without making any further changes, go directly and submit for approval the Time Report Revision
    - Log into the FSCM Online Application as User ID MGR1
    - Navigate to: Manager Self-Service > Travel and Expenses Center > Approvals > Approve Transactions
    - Open the submitted Time Adjustment, and approve it
    - Check again in the Approval Console to see the Time Adjustment transaction still displayed as outstanding
    - The Project Manager can still open it, and approve time and time again, while the transaction is left stuck in 'Approvals In Process' status

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.

BUSINESS IMPACT:

Time Report Revisions get stuck in the system with a Record Field value of PS_EX_TIME_HDR.TIME_SHEET_STATUS = 'PAR' (Approvals In Process), preventing the transaction from being further processed in the system. The data cannot be interfaced into the Project Costing module, and it also does not allow the Employees to perform further Revisions of the Time Report is additional changes are needed.

EXPECTED BEHAVIOR:

The Time Report Adjustment (Revision) should be completely processed by the Approval Workflow, and be set as Approved if all the required approval levels have been acted upon by approving the transaction.

Cause

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