EEX 9.2: Approver Cannot Edit Location Amount Exception Comments Field If Using Privilege Template, Even If This One Has Been Defined With Full Access (Doc ID 2306718.1)

Last updated on SEPTEMBER 12, 2017

Applies to:

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

Symptoms

ISSUE:

If an Expenses Approver, such as a Pre Pay Auditor, increases the Transaction Amount of a submitted Expense Report, for a Per Diem Line, to be greater than the Expense Location Amount limit being defined at the Per Diem Table, the system is requesting for mandatory Exception Comments justifying the amount above the limits established.

However, if the Expenses Approver tries to enter such Exception Comments, the field is grayed out, and totally un-editable.

This problem happens when the usage of Privilege Templates is defined at the Approver Profile level, even if such Privilege Template has Full Access at the Transaction Lines level. If instead of Privilege Templates being used, the Approver Profile has a 'Change All' flag selected for Expense Reports, then the Exception Comments field is editable.

REPLICATION STEPS:

     1.- Enable Pre Pay Auditor approval level for the Expense Report Transaction Definition
     2.- Create a new Privilege Template for Expense Report transaction type, and ensure to provide the maximum access of Full or Modify values on all sections, specially Transaction Lines (Full Access)
     3.- Link that new Privilege Template to the Approver Profile of Pre Pay Auditor
     4.- Define an Expense Type as Per Diem, with the Per Diem Table radio-button selected
     5.- Define a Per Diem Location Amount for that Expense Type, Country Code, Currency Code, and Expense Location. Say 50 USD as limit
     6.- At the Expenses Business Unit Definition, in the Business Unit 1 tab, ensure to select the flag named 'Override Per Diem'
     7.- Log into the FSCM Online Application as an Expenses User
     8.- Create, and submit for approval, a brand new Expense Report with one line, using Expense Type Per Diem, and a Transaction Amount of 50 USD
     9.- Log into the FSCM Online Application as the Expenses Approver User
     10.- Navigate to the Approval Transactions console, and open the submitted Expense Report
     11.- Click on the Expense Details link, to get the Expense Report Line information
     12.- Proceed to increase the Transaction Line Amount from 50 USD to 100 USD
     13.- Click on the Summary and Approver link
     14.- Click on the 'Save Changes' button
     15.- The system throws a message stating that there are errors on the transaction
     16.- Click on OK button
     17.- Click on the Expense Details link, to get once again into the Expense Report Line information
     18.- Confirm that on the Per Diem Expense Report Line, there is a red flag
     19.- Click on the Comments bubble with the red flag icon, and the Expense Line level
     20.- The Authorized Amount Exceeded page opens up, but the Exception Comments field is grayed out, and cannot be edited

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.

ACTUAL RESULT:

The Pre Pay Auditor is unable to enter a Per Diem Location Amount Exception Comment, and as such, the changes performed cannot be saved in the Expense Report. The approval of the affected transaction gets delayed, with the potential result of having to pay penalty feed for delayed payments.

EXPECTED BEHAVIOR:

If the Pre Pay Auditor Approver Profile has been granted full access to Transaction Lines via Privilege Template, this should include the Location Exception Comments page whenever the Transaction Amount is greater than the Per Diem Location Amount table.

Cause

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