CM: EFT Template Description Overwriting EFT Description
Last updated on MARCH 09, 2017
Applies to:PeopleSoft Enterprise FIN Cash Management - Version 9.2 and later
Information in this document applies to any platform.
We are upgrading from PI 5 to PI 17. On the EFT Request page, we enter a description and then select the EFT Template (as that is the order of the fields). When the EFT Template is added, the description is overwritten by the description of the template. This causes problems for our users. We tried personalizing the page to change the tab order, but the page always begins on the description field. We do not want the template description to overwrite the description entered by the users. This was not working this way in PI 5.
1.Navigate to EFT Request (Cash Management > Fees and Transfers > EFT Request) - Add a new EFT
2. Enter description
3.Select Template ID
4.Description is overwritten by Template description
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