EEX 9.2: Only 1st Line Is Flagged As Duplicate If Copied From Existing Report With Multiple Lines And Risk Icon Is Also Missing (Doc ID 2196692.1)

Last updated on OCTOBER 24, 2016

Applies to:

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

Symptoms

ISSUE:

If an Employee creates a brand new Expense Report containing multiple transaction lines, via the Copy From Existing Report functionality, and does not change a thing, (such as Transaction Dates), upon submission for approvals, workflow only flags the first Expense Report Line as a duplicate, while all the remaining lines, which are also true duplicates, are left untouched:

     - Duplicates Exist: Expense line is a duplicate of Line Z, Sheet Id XXXXXXXXXX. Date AAAA-AA-AA, Amt Spent YY USD.
     - None: No exceptions associated with this line.

This seems to be similar to what was originally already reported via <Bug 22194757> (EX: Only The First Expense Line Is Getting Marked As Duplicate And Other Ignored), which should have been fixed in PeopleSoft Enterprise FSCM 9.2 Image #16.

REPLICATION STEPS:

     - Log into the FSCM Online Application as User ID EXA1
     - Navigate to: Employee Self-Service > Travel and Expenses Center > Expense Report > Create/Modify
     - Create a new Expense Report with 3 lines on behalf of Employee ID KU0021
     - Submit the new Expense Report for approval, and have it roue it to HR Supervisor (at least one approval level)
     - Log into the FSCM Online Application as User ID EXS1
     - Navigate to: Manager Self-Service > Travel and Expenses Center > Approvals > Approve Transactions
     - Find the submitted Expense Report, and approve it
     - Log into the FSCM Online Application as User ID EXA1
     - Navigate to: Employee Self-Service > Travel and Expenses Center > Expense Report > Create/Modify
     - Create a second new Expense Report on behalf of Employee ID KU0021, but this time, choose the option of 'Copy From Existing' and select the previous transaction, so all information gets automatically defaulted
     - Without changing anything, proceed to submit the new transaction for approval
     - Log into the FSCM Online Application as User ID EXS1
     - Navigate to: Manager Self-Service > Travel and Expenses Center > Approvals > Approve Transactions
     - Find the second submitted Expense Report, and confirm that only the very first Expense Report Line has been flagged as Duplicates Exist, while the remaining Lines #2, and #3 are not

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.

ACTUAL RESULT:

The Duplicate Expenses validation logic is omitting to flag Expense Report Lines whose Transaction Date, Expense Type, and Expense Amount combinations already exist in the system tables on prior transactions, and misleads Expense Approvers who approve those lines without noticing that duplicates really exist, leading to multiple payments for the same expense.

EXPECTED BEHAVIOR:

The Duplicate Expenses logic should flag all Expense Report Lines that are true duplicates.

 

Cause

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