EeS: Voucher Approval creation is not rerouting Voucher when Voucher is updated (Doc ID 2187797.1)

Last updated on SEPTEMBER 28, 2016

Applies to:

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

Symptoms

Buyer is setup with Voucher Approval = Approval Framework. Invoice is created on the eSettlement side, and Voucher Build is run to create the Voucher. Once the Voucher is approved, posted, unposted, edited and re-saved, the Voucher Approval Status is set to "Pending".  However, once Voucher Approval Creation (EM_VO_APR_AE) is run, the Voucher is not routed to the Approver.  The Voucher still has an Approval Status = Pending but on the Approval History page, it shows 'Initiated and 'Not Routed'.  On the eSettlements > Invoices > Invoice Approval page, Voucher has the Approval Status = Pending but is still shows as Approved and the Approve button is grayed out.

STEPS
1.  On the Buyer Information > Review Buyer Details > Notification and Approvals page:  
a.  Buyer = BUY01
b.  Invoice Approval Required box is checked
c.  Voucher Approval = Approval Framework
2.  Create a PO with Matching turned on, Receiving Required for Business Unit = BUY01, Supplier ID = BOOKS4U
3.  Dispatch the PO
4.  Create a Receiver from the PO
5.  Sign in as LSA
6.  Create a Self Service Invoice from the PO created in Step 2
7.  Save and Submit
8.  Sign in as VP1
9.  Run Voucher Build for Business Unit = BUY01
10.  Display the Voucher created
11.  On the Voucher > Summary page, Match Status = Ready, Approval Status = Pending
12.  Run Matching
13.  Voucher is Matched
14.  Navigate to eSettlements > Batch Processes > Process Workflow
15.  Run Voucher Approval Creation (EM_VO_APR_AE)
16.  On the Voucher > Summary page, Approval Status = Pending
17.  Click on the Approval History hyperlink
18.  On the Approval History page, Approval Status = Pending, Voucher Approval Stage 1 shows as Pending
19.  Sign in as BUYAPPR1
20.  Display the Voucher through eSettlements > Invoices > Invoice Approval page
21.  Approval Status = Pending
22.  Click Approve
23.  Sign in as VP1
24.  Voucher Approval Status = Approved
25.  Run Voucher Posting
26.  Voucher is posted
27.  UnPost the Voucher
28.  Navigate to Accounts Payable > Review Accounts Payable Info > Vouchers > Match Workbench
29.  Display the Voucher
30.  Check the Undo Match box
31.  Action = Undo Matching, click Run
32.  On the Voucher > Summary page, Match Status = Ready
33.  On the Voucher > Invoice Information page, change the Pay Terms of the Voucher from 00 to 30
34.  Save the page
35.  Click OK to the message -- The approval status will be reset and resubmitted because of the change(s) in Payment Terms. (7045,217)
36.  On the Voucher > Summary page, Match Status = Ready, Approval Status = Pending
37.  Run Matching
38.  Voucher is matched
39.  Navigate to eSettlements > Batch Processes > Process Workflow
40.  Run Voucher Approval Creation (EM_VO_APR_AE)
41.  On the Voucher > Summary page, Approval Status = Pending
42.  Click on the Preview Approval hyperlink
43.  On the Approval History page, Approval Status = Pending.  However, under Voucher Approval Stage 1, Voucher is still Initiated and Not Routed.
44.  Display the Voucher through eSettlements > Invoices > Invoice Approval page
45.  Approval Status = Pending but the Voucher is still showing Approved, instead of Pending, and the Approve button is grayed out

Changes

 

Cause

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