EEX 9.2: Time Report With Only Policy Hours Booked Is Submitted For Approval And Directly Approved Bypassing Any Approval Levels Defined At Transaction Definition

(Doc ID 2215924.1)

Last updated on DECEMBER 19, 2016

Applies to:

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



Time Reports that only contain Policy Hours, (such as personal time off, vacation, bench time, public holiday, jury duty, or sickness), once submitted for approval, workflow sets them directly into Approved status. While no Project Hours are being booked, this is not justification for not having any kind of approval.


     1.- Log into the FSCM Online Application as User ID VP1
     2.- Navigate to: Set Up Financials/Supply Chain > Install > Installation Options > Expenses
     3.- Ensure to have the following configuration:
           - Workflow Enabled = Y
           - Approval List Routing = Y
     4.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Transaction Definition
     5.- Open the Transaction Definition for Time Reports, and select the Expense Manager approval level
     6.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Approver Assignment
     7.- Ensure the below configuration is put in place:
           - GL Business Unit = US001
           - Approver Profile = EXPENSE MANAGER
           - User ID = MGR1, MGR2, and MGR3
           - Department From = 1
           - Department To = 97320
     8.- Navigate to: Travel and Expenses > Manage Employee Information > Update Profile
     9.- Open the Expenses Profile for Employee ID KU0021, on the Organizational Data tab:
           - GL Business Unit = US001
           - Department ID = 13000
           - Supervisor ID = KU0005
     10.- Log into the FSCM Online Application as User ID EXA1
     11.- Navigate to: Employee Self-Service > Travel and Expense Center > Time Report > Create/Modify
     12.- Define Employee ID KU0021, and click on the ADD button
     13.- Create a new Time Report transaction with only Policy Hours, and submit it for approval
     14.- The Time Report is straight set to Approved status

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.


Time Reports with only Policy Hours are approved directly just after being submitted, bypassing any potential approvals.


If no Project Hours are booked in the Time Report, and only Policy Hours are present, once the transaction have been submitted for approval, the expectation is that workflow will not detect any approver, and route the Time Report to the HR Supervisor of the Employee owner of the transaction.



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