Procurement Card Business Unit Being Overwritten By Default Business Unit On Reconcile PCard Page
Last updated on AUGUST 26, 2016
Applies to:PeopleSoft Enterprise SCM Purchasing - Version 9.2 and later
Information in this document applies to any platform.
Procurement Card Business Unit being overwritten by default business unit on Reconcile PCard page
When updating transactions on the Reconcile PCard page, regardless of status, the business unit is being updated to the cardholders default business unit on the CC_CARD_DATA_EX table.
Scenario 1: Cardholder is assigned to business unit A
PCard transactions are loaded and processed under business unit A
Cardholder is transferred to Business Unit B
Closed PCard transactions are updated (either comments added or Credit Collected checkbox checked)
PCard transactions are now updated to Business Unit B. They no longer match what they were when sent to AP.
Scenario 2:: Cardholder is assigned to business unit A
PCard transactions are loaded and staged under business unit A
Cardholder is transferred to Business Unit B as of specific date
Staged PCard transactions are updated and approved
PCard transactions are now updated to Business Unit B. They now have the incorrect business unit when sent to AP.
We do not want the business unit to ever automatically update. It should be as loaded with the default at the time of loading or as specified by the user on the Reconcile PCard page.
This work in Image 5, but it appears there was an update made in Image 11 that is causing the issue.
The issue can be reproduced at will with the following steps:
1. Reconcile and close a transaction
2. Move a card holder to a different business unit
3. Update the closed transaction with a comment and save
4. Now the business unit is the new one and does not match what was processed.
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