EEX 9.1+: Error Flag Not Clearing Out For Mileage Related Expense Line When Check Expense For Errors Button Is Used (Doc ID 1682356.1)

Last updated on MARCH 16, 2016

Applies to:

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

Symptoms

ISSUE:

While creating a brand new Expense Report, should the entered Expense Line be using an Automobile related Expense Type, if the Employee defines all required transportation Field values with the exception of the Transportation ID and Kilometers Fields, leaving them in blank, the system correctly flags the Expense Report Line in Error as the 'Check Expense For Errors' button is used. However, should the Employee enter the missing values on the Kilometers Field first, and later on, after having pressed the 'Check Expense For Errors' Button, the value in the Transportation ID Field, should the 'Check Expense For Errors' button be used again to validate the data entered, the Error flag does not get cleared up.

The persisting Error Message is incorrect and misleading to the User, and prevents him to submit for approval the transaction. This seems to be only a problem when the defined Distance Rate is set as Varied Rate, and Split Rate.

Note that a similar scenario was already raised in <Bug 18166008> (EX: Error Flag On Transportation Expense Report Line Not Clearing Up), and fixed in FSCM 9.1 ESA Bundle #30, [ID 1670345.1].

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 to set the Expense Entry drop down list to a value of 'Frequent User'
  - Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Transportation Type
  - Created a brand new Transportation Type called GCS under Set ID SHARE
  - Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Purchase > Expense Type
  - Open the existing Expense Type called MILEAGE under Set ID SHARE, and configure the below settings:
       - Transportation Type = Y
       - Location = Y
       - Originating Location = Y
       - Automobile = Y
  - Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Distance Rate
  - Add a new value defining the below listed settings:
       - Set ID = SHARE
       - Expense Type = MILEAGE
       - Country Code = GBR
       - Effective Date = January 1st 1900
       - Status = Active
       - Kilometers = Y
       - Varied Rate = Y
       - Split Rate = Y
       - Currency Code = GBP
       - Transportation Type = GCS
  - Navigate to: Travel and Expenses > Manage Employee Information > Update Profile
  - Open existing Employee ID KU0022, and set up the following configuration:
       - In the 'Employee Data' tab, make sure to have a new Home Address with Country Code GBR
       - In the 'Organizational Data' tab, define:
            - GL Business Unit = GBR01
            - Department ID = 22000
       - In the 'User Defaults' tab, make sure that the Entry Method drop down list contains a value of 'Frequent User'
       - In the 'Transportation Information' tab, define the below values:
            - Transportation ID = GCS TEST
            - Transportation Type = GCS
            - Date Acquired = January 1st 2014
            - Status = Active
            - Status Date = January 1st 2014
  - Navigate to: Set Up Financials/Supply Chain > Business Unit Related > Expenses > Expenses Definition
  - Open GL Business Unit Unit GBR01, and in the 'Business Unit 1' tab, make sure that the Country ID defined is GBR
  - Navigate to: PeopleTools > Utilities > Administration > TableSet Control
  - Open Set Control Value GBR01, and in the Record Group EX_02, make sure that the Set ID defined is SHARE
  - Navigate to: Travel and Expenses > Manage Expenses Security > Authorize Expense Users
  - Open existing Employee ID KU0022, and make sure to define user ID EXA2
  - Navigate to: PeopleTools > Security > User Profiles > User Profiles
  - Open existing User ID EXA2, and make sure to link it to Employee ID KU0022
  - Log into the FSCM Online Application as User ID EXA2
  - Navigate to: Employee Self-Service > Travel and Expense Center > Expense Report > Create
  - Define Employee ID KU0022, and click on ADD Button
  - At the Expense Report Header Level, fill in the below values:
       - Description = GCS Transportation Test
       - Business Purpose = Consulting Services
       - Default Location = ABU DHABI, United Arab Emirate
  - At the Expense Report Line level, fill in the below listed values:
       - Expense Type = Automobile Mileage
       - Transaction Date = May 7th 2014
       - Payment Type = Cash
       - Billing Type = Internal
       - Description = GCS Test
       - Originating Location = ADELAIDE, Australia
  - Making sure that the Transportation ID and Kilometers Fields are left in blank, click on the ‘Check For Errors’ button
  - Notice that the Expense Report Line is flagged in Error, and Kilometers Field is highlighted in red
  - To amend the Error, we will add the below new value:
       - Kilometers = 200
  - Proceed to once again click on the 'Check For Errors' Button
  - The system displays an Error Message as stated below:
       " There is no Distance Rate for the total accumulated distance. (10502,232)
         The total accumulated distance exceeds the highest band of varied distance rates. Please check your Distance Rate configuration. "
  - Click OK on the Error Message
  - Select a valid value for the Distance Rate Field: GCS TEST
  - Proceed to once again click on the 'Check For Errors' Button
  - Note that the Expense Report Line is still marked in Error, when it should not, as all the information required has already been entered
  - Click on the Error flag to be brought into the Expense Report Line Detail page
  - The system displays a new Error Message comments
  - Proceed to once again click on the 'Check For Errors' Button
  - Only at this stage, the Error gets cleared up, and the User is able to further proceed with the saving/submitting of the transaction

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.

ERROR MESSAGE:

+ First Error Message:

       " There is no Distance Rate for the total accumulated distance. (10502,232)
         The total accumulated distance exceeds the highest band of varied distance rates. Please check your Distance Rate configuration. "

+ Second Error Message:

       " Please enter or update the following information:
            - Kilometers
            - Amount Spent
            - Accounting Detail -- Monetary amount cannot be 0 on distribution line 1. "

BUSINESS IMPACT:

While the Expense Report Transportation related Line is kept flagged as in Error, the Employees are not able to successfully save nor submit the transaction for approval, even though all needed and required data has already been entered by the user. Additionally, the Error Flag is confusing and incorrect, because the Distance Rate is already been defaulted and applied to the Kilometers defined, and the Amount Spent field has already been calculated. The fact that clicking the 'Check Expense For Errors' Button is not working at the Header level, but properly working at Line level is also confusing and inconsistent.

EXPECTED BEHAVIOR:

Once the Transportation ID and the Kilometers Field values have been defined, should the user click on the 'Check Expense For Errors' Button, the Error flag should disappear from the Expense Report Line, and allow proper Submit For Approval if required.
 

Cause

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