My Oracle Support Banner

EEX 9.2: Expense Report Tied to a Travel Authorizations, Receives Ref Doc Budget Error After Approver Unchecks Non-Reimbursable Box (Doc ID 2558091.1)

Last updated on MARCH 25, 2024

Applies to:

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


An Expense Report that is tied to a Travel Authorizations, receives "Ref Doc Budget Error" After Approver Unchecks Non-Reimbursable Box



1. Create and fully approve a travel authorization with more than one expense line (at least one per diem line).
2. Create an expense report, associated it to travel authorization (copy TA lines through Quick Start option) and mark the per diem expense line as non-reimbursable.
3. Submit the expense report.
4. The first approver budget checks the expense report and approves it.
5. The second approver opens the expense report, unchecks the non-reimbursable box on the per diem line to make it reimbursable and clicks the Save button.
7. The second approve Re-budget checks report.
8. The following error is receive:


"Ref'd Doc has been Finalized" budget error

Please see the replication steps document for more details.

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.




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.