Last updated on JUNE 26, 2017
Applies to:PeopleSoft Enterprise FIN Payables - Version 9.1 to 9.2 [Release 9]
Information in this document applies to any platform.
Selecting the 'Pay Unmatched' flag available at the Voucher Attributes tab, places the Voucher's Workflow Approval status to Pre-Approved, and hides the Approval History link from the Summary tab, as well as the Submit for Approval button if the transaction had yet to be submitted.
1.- Enable Voucher Approval Framework functionality
2.- Enable the 'Pay Unmatched' Vouchers at the User Preferences for User ID VP1, under Procurement settings
3.- Create a new Purchase Order in the system, and enable Match STANDARD
4.- Dispatch the Purchase Order
5.- Create a new PO Receipt from the Purchase Order for the full quantity, and inspect if necessary
6.- Generate a new Voucher with the Copy From PO Receipt functionality
7.- Modify the Line Amount, or Quantity at the Invoice Line level, and save the changes
8.- Run Voucher Matching for the created transaction
9.- Confirm that the Voucher has gone into Match Exceptions
10.- Go to Match Workbench, and override the PO Voucher
11.- Open the PO Voucher, and submit it for approval
12.- Proceed to approve the submitted Voucher in all levels required, with the defined User ID Approvers
13.- Confirm that the Voucher has a status of Approved, and clicking into the Voucher History link (In the Summary tab), displays the approval steps, and comments
14.- Go to the Voucher Attributes tab, and select the 'Pay Unmatched' flag
15.- Save the changes
16.- Confirmed that the Voucher Approval History link is no longer being displayed, and Approval Framework is set to Pre-Approved
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.
The Voucher Approval History is no longer displayed in the Voucher Summary tab, and as such, Users cannot inquire about it.
If the 'Pay unmatched' flag is getting selected at the Voucher Attributes tab, should the Voucher be fully approved, the Approval History should be displayed for the Users to see. If the Voucher had not yet been submitted for approval, the Submit for Approval button should be available for use. If the transaction was in the middle of different levels of Approvals, they should be respected, and Approvers should be able to further continue with the different steps still outstanding.
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