My Oracle Support Banner

EAP - Copy Voucher Functionality (Doc ID 2679964.1)

Last updated on JUNE 12, 2020

Applies to:

PeopleSoft Enterprise FIN Payables - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

On: 9.2, Voucher Creation - New feature - Create new regular vouchers by copying existing vouchers.

 

Copy Voucher functionality has been added in Image 33.

The process is initiated from the voucher search screen.

The copy voucher  it is available for vouchers in statuses:

Copy Voucher link is unavailable for

Copy Voucher functionality works inside of a Business Unit, create a new voucher in the same Business Unit as the voucher source.

In the process of creation there are three editable fields, Voucher id, Invoice number and, Invoice date. Business Unit is display only defaulted. These fields are also editable for the user to make corrections post voucher creation as well.

The initial status of the voucher is “Recycle” which on save becomes “Postable”.

Through this process are copied:
1. Invoice lines, distributions, taxes, and miscellaneous charges.
2. Payment terms, source documents, withholding, and bank details.


Copy Voucher functionality does not copy:
1. Attachments,
2. The first schedule – For a Voucher with multiple schedules,
3. Payment message/ note,
4. Prepaid reference,
5. Match, approval and budget statuses

 

Changes

 

Cause

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
Symptoms
Changes
Cause
Solution


My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.