EEX 9.2: Expense Report Skips Prepay Auditor Approval When Refinement Template Is Used For 'No Receipt' Expenses (Doc ID 2202613.1)

Last updated on NOVEMBER 10, 2016

Applies to:

PeopleSoft Enterprise FIN Expenses - Version 9.2 and later
Information in this document applies to any platform.

Goal

In the following scenario, the Expense Report skips Prepay Auditor approval -

Steps
Setup-
1. Enable Reviewer, PPA and Project approval stage on Transaction Definition.
2. Setup a Refinement Template for Prepay Auditor Approval Profile for Expense Reports.
3. Select No Receipt, Amount Exceeded and Total Amount Limits Refinements.
4. For Total Amount Limits, set Pre-Payment Amount as 60 USD on Business Unit 1 setup page.
5. On the same page, set Minimum Receipt Amount to 60 USD.

Replication-
1. Create an Expense Report for 20 USD with No Receipt flag checked and submitted for approval.
2. Reset the Minimum Receipt Amount to 0 USD and submit another report with same amount for approval.

Result
After Step 1-
The Expense Report doesn't routes for PPA approval.

After Step 2-
The Expense Report routes for PPA approval even when Min Receipt amount has nothing to do with PPA. It is for receipt verifier.

Is the behavior correct?

Solution

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