EEX 9.2: The Receipt Verified Flag In Expense Report Approvals Page Is Not Grayed Out For Lines The Approver Should Not Have Access To
Last updated on JANUARY 11, 2018
Applies to:PeopleSoft Enterprise FIN Expenses - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.
A problem have been detected at the time of the Receipt Verifier approvals, where all Expense Report Lines are available for the Approver to (un)select the Receipt Verified checkbox, regardless of what configuration is defined in Approver Assignment set up page, (Departments the User should not have access nor be routed to).
This behavior increases the chances for User mistakes, loosing track of those receipts properly reviewed and confirmed, as well as which lines should the Approver be responsible for.
1.- At the Expense Report Transaction Definition, enable Receipt Verifier, and HR Supervisor
2.- At the Expenses Definition for Business Unit US001, list Expense Type GRCRIES for receipts being required
3.- In the Approver Assignment configuration page, for Business Unit US001, and Approver Profile Receipt Verifier, set up:
a) User ID MGR1 to approve Department ID range from 1 to 43000
b) User ID MGR2 to approve Department ID range from 50000 to 97320
4.- Have the Expenses Profile from Employee ID KU0021 point to GL Business Unit US001, Department ID 13000, and HR Supervisor KU0005
5.- At the Receipt Verification Rules configuration page, ensure the options 'Receipts Received Flag' and 'Verify Receipts' are selected
6.- Log in the FSCM Online Application as User ID EXA1 (Expenses Employee)
7.- Create a brand new Expense Report for Employee ID KU0021, with two lines, both using Expense Type GRCRIES, and each reporting to a different Department ID: One with 25000, and the other one with 61000
8.- Submit the Expense Report for approval, and confirm it has been routed to Reciept Verifier (Pool of Approvers), and HR Supervisor
9.- Log in the FSCM Online Application as User ID MGR1 (Receipt Verifier Approver)
10.- Open the routed Expense Report, and notice how User ID MGR1 is the Receipt Verifier for Expense Report Line #1 (linked to Department ID 25000), but not from Expense Report Line #2, which is using Department ID 61000. Department ID 61000 falls outside the scope of User ID MGR1, and the line should be grayed out for this User, and only available for User ID MGR2
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.
If the Receipt Verified checkbox is editable on all existing lines, even those the User should not be approving, causes problems on further approvals by other Receipt Verifiers.
The Receipt Verified flag at the Expense Report Line level should be only editable for those Expense transaction lines for which the Approver has been defined as responsible.
Sign In with your My Oracle Support account
Don't have a My Oracle Support account? Click to get started
My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms