ECM: Cash Management EFT Request Template Does Not Make Category Purpose Hyperlink Visible

(Doc ID 1970609.1)

Last updated on MARCH 17, 2016

Applies to:

PeopleSoft Enterprise FIN Cash Management - Version 9.2 and later
Information in this document applies to any platform.


Category Purpose hyperlink is not available on selecting template on EFT Request page.

1) Navigate to Cash Management > Fees and Transfers > Enter Transfer Templates
2) Create a Transfer Template and save the template where Category Purpose hyperlink is available
3) EFT Request
4) Navigate to Cash Management > Fees and Transfers > EFT Request
5) Add EFT Request
3) Enter the 'Template ID' under 'EFT Request Information' grid and the Category Purpose hyperlink is not visible

Expected Behavior
'Category Purpose' hyperlink should be available on EFT Request Template

What is Working
'Category Purpose' hyperlink is available when the layout is populated manually.


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