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EEX9.2: Summary Budget Checking not Releasing Encumbrance (Doc ID 2595939.1)

Last updated on OCTOBER 18, 2021

Applies to:

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



Encumbrance is not reversed for the Travel Authorization lines deleted from the expense report.  Occurs when Budget Checking selected on Summary Approval Page

Replication Steps:

1) Create and Submit a Travel Authorization
2) Budget Check the Travel Authorization
3) Create an Expense Report from the Travel Authorization
4) Delete one line from the Expense Report (the deleted line must be one that stemmed from the Travel Authorization)
5) Submit the report
6) Navigate to Manager Self Service>Travel and Expenses>Approve Transactions>Approve Transactions.  While on the Summary Approval page select the tick box associated with the Expense Report and then select the Budget Check push 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 demo environment).  Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.


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