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EEX 9.2: For Expense Transaction, Single Approval Email Notification Have Approvers from Multiple Approval Levels. (Doc ID 2215580.1)

Last updated on NOVEMBER 01, 2020

Applies to:

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


Earlier due to line level approval whenever approvers from multiple approval level need to be notified at the same time, there were separate notification for each approval Level. Below is an example:

1) Prepare an Expense Report Transaction definition such that the there are minimum two approval levels.
2) Prepare a Refinement Template for First Approval Level with an Expense Type, so that it should skip it in case of any other Expense Type and should move to Project Manager directly.
3) Create an Expense Report having 2 (or more) lines where 2nd (or any) line should have Expense Type mentioned on the Refinement Template.
4) Submit it

One Expense Report approval notification sent which contains approvers from both the levels. As the one line need to approved by first level approver and another which is skipped due to refinement, need to be approved by second level approval.

A separate notifications were sent to first and second level approvals instead of including them in one.


Which is a correct behavior of the system?


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