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EEX 9.2: PeopleTools Worklist Unable To Open Routed Travel Authorization For Approvals If Refinement Template By Expense Type Is Used (Doc ID 2480376.1)

Last updated on FEBRUARY 03, 2019

Applies to:

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

Symptoms

ISSUE:

Trying to configure the Travel Authorization approval functionality, to find a problem on the very last Approval level, Expense Manager. This Approval level is using a Refinement Template for which a set of specific Expense Type values have been defined (overnight charges). Only a Travel Authorization with such Expense Types in its lines should require this last approval level.

The problem is that although workflow is routing the Travel Authorization correctly to the proper Expense Manager User on such transactions, when the Approver User tries to open the transaction from the PeopleTools Worklist, the system is unable to find the transaction, and hence, it cannot open it successfully. However, when the same Approver User tries to access the same routed Travel Authorization from the Expenses Approvals main page, the transaction is listed, and can be opened, and approved without problems.

It seems as if the PeopleTools Worklist has a Work Item of 'Transaction Approved' while it would be expected to have a 'Routing Approval' value instead.

Also, this only takes place when the Travel Authorization first line is not having an Expense Type value contained within the Refinement Template, but this one is to be found on the second or ulterior lines.

REPLICATION STEPS:

     1.- Enable Travel Authorizations approvals on multiple levels: HR Supervisor, Pre Pay auditor, Reviewer, and Expense Manager (with Refinement Template based on Expense Types)

     2.- Have an Expenses Employee create a new Travel Authorization transaction, and submit it for approval, with the needed Expense Type value on the second or later line

     3.- Have the Travel Authorization been approved by HR Supervisor, Pre Pay Auditor, and Reviewer

     4.- At this stage, the Travel Authorization sits in the PeopleTools Worklist of the Expense Manager

     5.- When opening the Worklist Item for this Travel Authorization, the system cannot find the transaction nor open the Approvals page, and an Error Message is thrown

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.

ERROR MESSAGE:

     " No matching values were found. "

ACTUAL RESULT:

The last level of approvals required, Expense Manager, is unable to open the submitted, and routed, Travel Authorizations using the PeopleTools Worklist feature, for review and approval.

EXPECTED BEHAVIOR:

The PeopleTools Worklist should properly display the Travel Authorization in the Approvals component once the User clicks on the Work Item for this transaction.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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