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EEX 9.2: Non-Preferred Merchant Field Getting Blanked Out For My Wallet Item Defaulted Into Expense Report (Doc ID 2373782.1)

Last updated on APRIL 08, 2019

Applies to:

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



At the time of creating a new Expense Report transaction, if an Employee defaults an existing Item from the My Wallet functionality, that contains a Non-Preferred Merchant value defined, the system brings all the information correctly. However, if the Employee by mistake, or willingly, selects the Preferred radio-button, the Merchant value gets blanked out. Once the Non-Preferred radio-button is selected once again, the value is not being displayed again.

If the Expense Report Line gets all its information, and places it into a Working or Derived record while the transaction is still being worked on, and not yet saved, it should be able to recognize where the value should be coming at all times:

     + For Preferred Merchants:

          - My Wallet Record Field: PS_EX_TRANS.MERCHANT_CD
          - Expense Report Line Record Field: PS_EX_TRANS.MERCHANT_CD

     + For Non-Preferred Merchants:

          - My Wallet Record Field: PS_EX_TRANS.MERCHANT
          - Expense Report Line Record Field: PS_EX_TRANS.MERCHANT


     1.- Log into the FSCM Online Application as User ID VP1
     2.- Navigate to: Employee Self-Service > Travel and Expense > My Wallet
     3.- Define Employee ID KU0042, and search on existing Items
     4.- Open the one for Hotel/Lodging with Transaction Date 06/02/2005
     5.- Note that this is DEMO delivered sample data, but this transaction has Non-Preferred Merchant radio button selected, and HOTEL ABC as value defined
     6.- Navigate to: Employee Self-Service > Travel and Expense Center > Expense Reports > Create/Modify
     7.- Define Employee ID KU0042, and click on ADD button
     8.- Click on the My Wallet available link
     9.- Select the Item for Hotel/Lodging previously reviewed, and click on DONE button
     10.- Confirm that the My Wallet item has been properly defaulted into a new Expense Report Line
     11.- At this stage, the Non-Preferred radio-button is selected, and Merchant value is HOTEL ABC
     12.- Change the radio-button to Preferred
     13.- Confirm that the Merchant edit box with value HOTEL ABC is now a blank drop-down list
     14.- Re-select the Non-Preferred radio-button
     15.- The drop-down list turns again into an Edit Box field, but it remains blank, the prior value HOTEL ABC is no longer being displayed

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 Users cannot get displayed again the Non-Preferred Merchant value prior changing the radio-button. To get the value again the User needs to delete the Expense Report Line altogether, and then re-select and default it from My Wallet feature again. This is in-efficient.


If the Non-Preferred radio-button is re-selected, the system should display the latest Merchant value that was listed, whether that one is coming from My Wallet directly upon defaulting the Item, or from any editing happening before changing the radio-button.


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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