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EEX 9.1+: No Effective Date Or Status Validation Used When Creating Expense Report From Template (Doc ID 1673753.1)

Last updated on APRIL 10, 2019

Applies to:

PeopleSoft Enterprise FIN Expenses - Version 9.1 to 9.2 [Release 9]
Information in this document applies to any platform.



At the time of creating a new Expense Report transaction, the system enables the Employee with the Quick Start options, being 'A Template' one of them. By selecting this option, the user is prompted a list of available Expenses Templates to be used when creating an Expense Report. If one Template is chosen, the system proceeds to display all the available Expense Types configured at the Template level. However, it has been detected that while the Expenses Template set up page (Page EX_TEMPLATE) allows Effective Date logic, the page to select the Expense Types in question when creating the Expense Report (Page EX_TEMPLATE2) no such logic or validations are being performed, having the codeline picking the very first row configured on the Template, regardless of its Effective Date, and Status.

Therefore, the system displays incorrect Expense Type values, and does not prevent the Employee from selecting them.


   - Log into the FSCM Online Application as User ID VP1
   - Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Template
   - Add a new Expenses Template with the below settings:
        - Set ID = SHARE
        - Template ID = GCS_EX
        - Template Type = Expense Report
        - Effective Date = January 1st 1900
        - Status = Active
        - Description = GCS Expenses Template
        - Short Description = GCS ERTemp
        - Expense Type = Entertainment - Other, Groceries , and Ground Transportation (3 different Expense Type values)
   - Save the changes
   - Click on the + icon, to add a new effective dated row with the below values:
        - Effective Date = January 1st 2014
        - Status = Active
        - Description = GCS Expenses Template
        - Short Description = GCS ERTemp
        - Expense Type = Groceries (Only 1 Expense Type value)
   - Save again the changes performed
   - Navigate to: Employee Self-Service > Travel and Expense Center > Expense Report > Create
   - Enter Employee ID KU0042, and click on ADD button
   - From the Quick Start drop down list, select the value of 'A Template' and click on GO
   - From the listes available Templates, select the GCS_EX Template just created
   - See how the system displays 3 Lines with different Expense Type values (Entertainment - Other, Groceries , and Ground Transportation), while as of today, with the Transaction date defined, there should only be one line displayed (Expense Type of Groceries)

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.


The Employees get confused, having incorrect Expense Type Lines being displayed, instead of the values expected given the Effective Date logic and validations. Incorrect Expense Types could be selected and defaulted into the Expense Report transaction.


The system should display in the Expenses Template page (TE_TEMPLATE2) those Expense Type values according to the Effective Date logic defined at the Expenses Template set up page, and the Transaction Dates defined at the page (Date Range, which default from today's date), taking also into consideration the Template Status (Active or Inactive).


NOTE: In the  attached document, user details / company name / address / email / telephone number represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance).  Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.




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