EEX 9.1+: Prior Deleted/Overridden Approval Comments Get Displayed Once Again For Resubmitted Expense Report At Pre Pay Auditor Level (Doc ID 2104148.1)

Last updated on FEBRUARY 05, 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:

Having applied the solution from original <Bug 22090049> (EX: Expense Report Send Back For Revision Status/Comments Not Displayed, And Action History Is Misplaced If Original Comments Get Overridden), a sub-scenario has been identified still as faulty. This would be when the Expense Report gets re-submitted once again for approvals, and the new Pre Pay Auditor opens the submitted transaction for approval. It has been detected that at this stage, the Comments field still displays the original value that had been already deleted/overridden by previous approvals.

In this case, the Comments field should be displayed in blank, ready for the new approver to enter whatever values are necessary, noting that previous comments can always be reviewed if clicking on the available icons on the respective lines at the Action History section.

REPLICATION STEPS:

     - Activate Expense Report approvals for HR Supervisor, and Pre Pay Auditor
     - At the Approver Assignment set up page, define a pool of Users that will be acting as Pre Pay Auditors (such as User IDs EXS2, and EXS3)
     - Log into the FSCM Online Application as an Expenses User, such as User ID EXA1
     - Create, and submit, and brand new Expense Report transaction
     - Confirm that the Expense Report has been routed to the HR Supervisor, and have it approved at that level
     - Log into the FSCM Online Application as User ID EXS2 (one of the Pre Pay Auditors), open the routed Expense Report, add some value in the Comments section, and Save the Changes
     - Log into the FSCM Online Application as User ID EXS3 (the other Pre Pay Auditor), open the affected Expense Report, confirm that the comments entered by the previous User are present, and click on Send Back For Revision
     - Proceed to log into the FSCM Online Application as the Expenses User owner of the affected Expense Report
     - Navigate via the online application, and open the Expense Report whether in View or Modify mode
     - Confirm that the Expense Report status is Pending, and that the Send Back For Revision status, and its related comments are properly displayed as they should
     - Have the User re-submit for approval the Expense Report
     - Confirm that the Expense Report has been routed to the HR Supervisor, and have it approved at that level
     - Log into the FSCM Online Application as User ID EXS2 (one of the Pre Pay Auditors), open the routed Expense Report, and confirm that the Comments section is displaying the previously initial deleted values, while it should be blank

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:

It is confusing for the Pre Pay Auditor to find the Comments field populated with values that had been previously deleted/overridden on prior approvals.

EXPECTED BEHAVIOR:

The Comments field should be empty for the Pre Pay Auditor as long as no new values have been defined for that Approval Level after re-submission has taken place. If one Pre Pay Auditor enters some comments, and saves, and later on another Pre Pay Auditor is the one performing the final approval, those new entered comments should be visible, and editable if need to be.

 

Cause

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