My Oracle Support Banner

EEX 9.2: Expense Approvers No Longer Can Apply Cash Advances Into Expense Reports If Those Submitted Transactions Do Not Already Have At Least One Applied Regardless Of Privilege Template Access Granted (Doc ID 2447365.1)

Last updated on FEBRUARY 08, 2019

Applies to:

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



Although at the Privilege Template level, the 'Cash Advance Applied' setting has been defined to Modify, Expense Approvers are still unable to manually apply an outstanding Cash Advance transaction from one Employee whose submitted Expense Report transaction has been routed to them for approval. At the Actions drop down list, the 'View Cash Advance' option is only displayed as long as the Expense Report already has one Cash Advance applied.

If the option selected at the Privilege Template is View, even if a Cash Advance is presently applied, the option of 'View Cash Advance' on the Actions drop down list is not being displayed.

With the re-design of the Expense Report Approval pages from FSCM 9.1 to FSCM 9.2, the 'Apply Cash Advance(s)' link has been removed, and with it, the access for Approvers to apply Cash Advances into submitted Expense Reports that have none so far applied.


   1.- Create a new Cash Advance transaction for 500 USD, and submit it for approval
   2.- Ensure Management and Approvers properly complete workflow on the submitted transaction, and it gets into Approved For Payment
   3.- Run Post Liabilities, and Stage Payment processes against the transaction
   4.- Launch a new Pay Cycle, and run it to completion, so the needed payment is generated
   5.- Run the Post Payments, and Update Paid Statuses processes against the transaction at hand
   6.- Create a new Expense Report for a total of 700 USD, do not apply any Cash Advances, but still submit the transaction for approval
   7.- For the involved Approvers, define a Privilege Template that has the option of Modify on the Field 'Cash Advance Applied'
   8.- As an Approver who has been routed the transaction, open the Expense Report, but in the Actions drop down list there is no value available so Cash Advance feature can be called in to manually apply the outstanding transactions

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.


In FSCM 9.1 Application Release, an Expenses Approver with the proper Privilege Template access granted, was able to apply outstanding Cash Advance transactions against submitted Expense Reports that have none applied. This functionality has been taken away in FSCM 9.2, and Approvers are left with adding comments, and send back for revision the Expense Report, so that the Employee can apply the Cash Advance, and re-submit the Expense Report again. Approvals will need to be re-done all over again, and this delays the processing of such transactions, and reimbursements of expenses.


A new release should deliver new functionality, not taking away already existing one that is heavily being used by customers. Especially since the Privilege Template configuration settings have not changed between releases, and only works partially (Note that option View does not show the drop down value even if Cash Advances are applied against the Expense Report). 




To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!

In this Document

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.