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EAP: Able to Save Payment Request Even Though Required Chartfields Are Not Populated (Doc ID 2631992.1)

Last updated on JULY 20, 2020

Applies to:

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

Symptoms

When creating a Payment Request through Fluid, the Accounting Details page is not requiring that all the required chartfields be populated.  Do not get an error message when clicking Done on the Accounting Details page if only the Account is populated. Able to Submit the Payment Request successfully.

However, when creating a Payment Request through Classic mode, if only the Account field is populated on the Invoice Details > Add a New Line page, once click OK, the following message occurs:

Please correct the error(s) to proceed to the next step.

In red, the following error is displayed:

The following error(s) need to be corrected:
-- Accounting Details line 1, Chartfield Department is a required field.

Fluid should behave the same way as Classic. Should get the same error message in Fluid if all the required chartfields are not populated on the Accounting Details page.

STEPS
1. Payment Request Template setup
    Under Chartfields / List of Chartfields, Required box is checked for ACCOUNT and DEPTID
2. Create a Payment Request through Fluid
3. On the Accounting Details page, populate the Account and leave the Department blank
4. Click Done
5. No error message is received even though DeptID is a required field per the Payment Request Template setup
6. Able to submit the Payment Request successfully
7. Payment Request created through Classic
8. On the Invoice Details > Add a New Line page, populate the Account and leave the Department blank
9. Click OK
10. Following message is displayed:

      Please correct the error(s) to proceed to the next step.

11. In red, the following error is displayed:

      The following error(s) need to be corrected:
      -- Accounting Details line 1, Chartfield Department is a required field.

Cause

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In this Document
Symptoms
Cause
Solution
References


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