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EEX 9.2: Adding Travel Authorization Line During Approvals Makes Display Prior Approval Level In Pending Actions Section (Doc ID 2306356.1)

Last updated on APRIL 10, 2019

Applies to:

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



Having multiple levels of approval at the Line level for Travel Authorizations, if a second level approver adds a new line into the submitted transaction, and saves the changes, workflow automatically adds a new line in the transaction's Pending Actions section, for the prior approval level that already had been completed, and it stays until the whole transaction is approved.

At the same time, it has been detected that if the Approval Level is defined by a Pool of Approvals, the workflow will require all Users to approve, even though at the TAApproval Stage level, the setting has been set to 'Some Approvers Required'.


     1.- Enable Commitment Control functionality for Expenses and General Ledger module
     2.- At the Process Approval Setup level, for TAApproval, set the HR Supervisor, and Expense Manager stages at LINE Level, as well as set 'Some Approvers Required' and '1' for this last level
     3.- For Travel Authorizations, at the Transaction Definition set up page, enable the levels of HR Supervisor, and Expense Manager approvals
     4.- Create a Privilege Template for Travel Authorizations, with FULL rights on Transaction Lines, and Distributions, and link it to the Expense Manager Profile
     5.- Log into the FSCM Online Application as the Expenses Employee
     6.- Create, and submit a new Travel Authorization transaction
     7.- Log into the FSCM Online Application as the HR Supervisor
     8.- Open the submitted Travel Authorization, run Budget Checking to success, and approve the transaction
     9.- Log into the FSCM Online Application as the Expense Manager
     10.- Open the routed transaction, and click on the 'Travel Authorization Detail' link
     11.- Add a new transaction line to the Travel Authorization
     12.- Return to the Travel Authorization Summary page, and click on the Save Changes button
     13.- Back on the Approve Transactions console, click on the Refresh List button
     14.- Once the Travel Authorization transaction displays again, open it
     15.- Scroll to the Pending Actions section, and note how workflow has added a new line for HR Supervisor approval level

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 system adds an unnecessary row in the Pending Actions section for prior executed approval levels. This is confusing. Additionally, it has noted that while only 'Some Approvers Required' configuration has been set for the TAApproval Expense Manager Stage, the system still routes to all Users defined in the pool before the transaction gets fully approved.


Once the Travel Authorization new line has been added, and saved successfully, the transaction should still be routed to the current approval level, and should be approved accordingly, not adding any additional rows under Pending Actions.


NOTE: In the  attached document, user details / company name / address / email / telephone number represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance).  Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.





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