Last updated on JULY 06, 2017
Applies to:PeopleSoft Enterprise FIN Expenses - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.
With the delivered of PeopleSoft Enterprise FSCM 9.2 Image #14, a new Enhancement Request was introduced by Bug 20802733, (ENH: NEW AUTHORIZED USERS), which allowed a more thorough configuration of tasks, and access being granted for specific Users on behalf of an Expenses Employee. The roles of Edit, View, and Edit & Submit were set available, and customers could choose the level of involvement a User should have with the Expense transactions of a particular Employee.
This above enhancement configuration though, is only meant to take effect when accessing the Expenses module via the below two main navigation paths:
a.- Employee Self-Service > Travel and Expense Center
b.- Manager Self-Service > Travel and Expense Center
Therefore, any configuration put in place in the Authorize Expense Users set up level (Page EX_USR_EE_AUTH2), should never be applied when accessing the Expenses system via the below main navigation:
c.- Travel and Expenses > Travel and Expense Center
While this is still true when trying to view, edit, create, or even submit Expense transactions for Employees the User logged in is not configured at the Authorize Expense Users level, the same is no longer applicable when trying to withdraw from approval a submitted Expense Report, or any kind of transaction. This was working fine before the implementation of this new Enhancement Request, but not anymore. Not even the Approval System Administrator, defined at the Transaction Definition level, is able to click on the 'Withdraw Expense Report' button, (Record Field PS_EX_HDR_WRK.PB_WITHDRAW), unless Authorize Expense Users is configured for that user as 'Edit & Submit'. This should not be the case when accessing the trasnaction via Main Menu (Option C).
1.- Log into the FSCM Online Application as User ID VP1
2.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Transaction Definition
3.- Under Set ID SHARE, open the definition for Expense Reports, and configure the below settings:
a) Approval System Administrator = GLS4
b) HR Supervisor = Y
4.- Navigate to: Travel and Expenses > Manage Expenses Security > Authorize Expense Users
5.- Open the existing Employee ID KU0021, and define the below list:
a) User ID EXA1 = Edit & Submit
b) User ID EXS1 = View
c) User ID VP1 = Edit
6.- Log into the FSCM Online Application as User ID EXA1
7.- Navigate to: Employee Self-Service > Travel and Expense Center > Expense Report > Create/Modify
8.- Create a new Expense Report for Employee ID KU0021, and submit it for approval
9.- Log into the FSCM Online Application as User ID GLS4
10.- Navigate to: Travel and Expenses > Travel and Expense Center > Expense Report > View
11.- Retrieve the submitted Expense Report
12.- Confirm that the 'Withdraw Expense Report' button is grayed out
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 User defined at the Transaction Definition level as the Approval System Administrator is unable to withdraw a submitted Expense Report when accessing the transaction via the main Travel and Expenses menu.
The configuration defined at the Authorize Expense Users settings level (Page EX_USR_EE_AUTH2) has never been applied when accessing the functionality via the main Travel and Expenses main menu, only Employee Self-Service, or Manager Self-Service. This is confirmed by the fact that the User ID GLS4 is able to retrieve existing transactions, update them, and even create new ones, and submit them, even though it is not configured in the Authorize Expense Users configuration page. The Withdraw Expense Report button should also be available if the transaction is accessed via this unsecured menu navigation. The Approval System Administrator should be able to have full access.
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