EAR9.2: Worksheet Getting Auto Approved After Setting Up Write-Off Workflow (Doc ID 2194351.1)

Last updated on JANUARY 12, 2017

Applies to:

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

Symptoms

When setting up write-off workflow, worksheet is getting auto approved.

STEPS
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The issue can be reproduced at will with the following steps:

  1. Go to Set Up Financials/ Supply Chain/ Business Unit Related/ Receivables/ Receivables Options - Payment Options tab - enable write-off workflow;
  2. Go to Set Up Financials/ Supply Chain/ Common Definitions/ User Preferences/ Define User Preferences - Receivables Data Entry 2 - setting up tolerances at user level;
  3. Go to Customers/ Customer Information/ General Information and set up write-off information;
  4. Go to Set Up Financials/ Supply Chain/ Business Unit Related/ Receivables/ Receivables Options - General 1 - write-off tolerances;
  5. Go to Enterprise Components/ Approvals/ Approvals/ Approval Process Setup in order to set up approval process for ARMaintWriteOff, enter Criteria Definition for the process;
  6. Go to Enterprise Components/ Approvals/ Approvals/ User List Setup in order to set User List Definition and Source;
  7. Go to Enterprise Components/ Approvals/ Approvals/ Authorize Approvers to set up Approval Authorization and Criteria Definitions for Director, Controller and VP;
  8. Go to Accounts Receivable/ Receivables Maintenance/ Maintenance Worksheet/ Create Worksheet in order to select as posting action for the worksheet "Submit to Workflow" for the Item selected as WO - as result;
  9. Check - Enterprise Components/ Approvals/ Approvals/ Monitor Approvals - see that selected Worksheet has Approved Status and that there is no approvals required.

Cause

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