EEX 9.2: Project Prompt Gets Blank On Expense Report Even If No Chartfield Security Setup For It.

(Doc ID 2220362.1)

Last updated on JANUARY 11, 2017

Applies to:

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

Symptoms

Using the Employee Self-Service Pages the Project Prompt on the distribution detail does not return any data. However, if data is populated by defaults or from an existing expense report or travel authorization the expense report saves without errors with project data.

Enter the expense report outside of self service the project prompts are working.

Setup:

1. Go to Set Up Financials/Supply Chain > Security > Security Options
       Setup System Security to Permission List Level Security with Secure fields BU,SetID & Ledger
2. Go to Set Up Financials/Supply Chain > Security > Unit by Permission List
       Setup Unit BY Permission List, For Ex.  ALLPAGES/US001
3. Go to Set Up Financials/Supply Chain > Security > Chartfield Security > Secure Chartfield Options
       Setup ChartField Security also based on Permission List  and with Secure Fields Only Department, Project Costing is not enabled for chartfield security
4. Go to Set Up Financials/Supply Chain > Security> Chartfield Security> Maintain Security Rules > Define Security Rules
       Create Chartfield Security Rule for Department, Assign it to Permission List same  as mentioned in Unit BY Permission List or other
5. Go to Set Up Financials/Supply Chain > Security> Chartfield Security> Maintain Security Rules > Security Build Request
       Run Security build request process
6. Go to Set Up Financials/Supply Chain > Security > Apply Security Setups
       Run Apply Security Setup process
7. Make sure employee have both permission  (In this Example both are same ALLPAGES).

Steps:

1. Go to Travel and Expenses > Expense Report  > Create/Modify
    Create an Expense Report, select a date and Expense Type

     --The Department prompt shows correct values based on the security we setup and the same is working fine for project prompt

2.Go to Employee Self-Service > Travel and Expenses > Expense Report  > Create/Modify
       Create an Expense Report, select a date and Expense Type

Actual Result:

The Department prompt shows correct values based on the security we setup But the project prompt is blank Even if there is no security setup specifically for project

Expected Result:

Project Prompt should have values similar to  the navigation Travel and Expenses > Expense Report  > Create/Modify

Changes

 

Cause

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