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EEX 9.2: Travel Authorization Stuck in Approvals in Process Status if One Line Is Marked Out of Policy and Not Approved (Doc ID 2647716.1)

Last updated on MARCH 10, 2020

Applies to:

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

Symptoms


The Expenses Functional Team has detected that a Travel Authorization transaction has not been set to Approved status even though all required approval levels have been performed successfully.

The transaction has undergone multiple multiple Approval Levels, but in one of them one of the existing Lines has not been flagged as Approved, with a reason of 'Out Of Policy'. This places the Travel Authorization Expense Line in the AWE tables with a status of 'Pending Denial', and this prevents the transaction from being set to 'Approved' once all levels of approval have been performed.

Additionally, it has been detected that the same Expense Line marked as unapproved by HR Supervisor, is available for editing/approval by Prepay Auditor (bypassing Refinement Template settings), as well as Project Manager approval (even though that line has no Project related ChartField values in its Accounting Distribution Line).

REPLICATION STEPS:

    1.- Log into the FSCM Online Application as a System Administrator
    2.- Enable at the Transaction Definition for Travel Authorizations the below approval levels:
         a) HR Supervisor, for all submitted transactions
         b) Prepaid Auditor, with a Refinement Template filtering only those Expense Lines with Project related data
         c) Project Manager approval level
    3.- Log into the FSCM Online Application as an Expenses User
    4.- Create a new Travel Authorization with several lines, some with Project ChartFields, and some without
    5.- Submit the Travel Authorization for approval, and confirm it has routed to HR Supervisor, Prepay Auditor, and Project Manager
    6.- Log into the FSCM Online Application as the HR Supervisor
    7.- Open the submitted Travel Authorization, un-select the Approved flag in one of the non-Project related Expense Lines, and approve the remaining of the transaction
    8.- Log into the FSCM Online Application as the Prepay Auditor
    9.- ISSUE: Open the submitted Travel Authorization, and confirm that previously denied line is editable and can be approved (bypassing Refinement Template settings)
    10.- Leave the denied line as is, (unapproved), and proceed to approve the Travel Authorization
    11.- Log into the FSCM Online Application as the Project Manager
    12.- ISSUE: Open the submitted Travel Authorization, and confirm that previously denied line is editable and can be approved (bypassing the fact that it does not contain Project related ChartFields)
    13.- Leave the denied line as is, (unapproved), and proceed to approve the Travel Authorization
    14.- Log into the FSCM Online Application as the Expenses User
    15.- Review, the Travel Authorization, and confirm that it is stuck in 'Approvals in Process' status (PS_EX_TAUTH_HDR.TRAVEL_AUTH_STATUS = 'PAR')

To gather more information concerning this scenario and its related problem, refer to the available Replication Steps PDF Document here linked containing the complete configuration and the replication steps necessary to reproduce the issue.

The Travel Authorization is stuck in approvals, and cannot be used to default it into an Expense Report transaction. Also, the denied line can be again approved by Approval Levels that should not have access to this line.

If all Expenses Approval levels have been successfully met, the Travel Authorization transaction should have been set to Approved Status, (Record Field PS_EX_TAUTH_HDR.TRAVEL_AUTH_STATUS = 'APR'). Additionally, if an Approval Level should not have access to a particular line, this one should not be editable/approvable, regardless if it got previously denied in a prior approval level.

NOTE: In the images/screenshots/examples mentioned and/or 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.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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