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EEX 9.2: Save Changes Button in Expense Report Approval Summary Page (TE_SHEET_LINES) Does Nothing (Doc ID 2681823.1)

Last updated on JUNE 24, 2020

Applies to:

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

Symptoms


It has been noticed that after performing any changes, (such as selecting the Receipts Received flag, or un-selecting the Approve flag on any of the displayed Expense Lines), or adding approval comments, at the Approve Expense Report - Expense Report Summary page (Page TE_SHEET_LINES), if the User clicks on the SAVE CHANGES available button to store those modifications into the main tables, the system does not trigger the needed codeline, and no changes are being saved.

This happens when Expense Report Approvers make use of Page TE_SHEET_LINES instead of Page EX_EXPENSE_APPRV, (Delivered through <Bug 20803604> through FSCM 9.2 Image #14).

REPLICATION STEPS:

    1.- Ensure that all Permission Lists used do not grant access to Page EX_EXPENSE_APPRV
    2.- Log into the FSCM Online Application as an Expenses Approver User
    3.- Navigate to: Manager Self-Service > Travel and Expense Center > Approvals > Approve Transactions
    4.- From the Approval Console, select, and open a submitted Expense Report
    5.- Confirm that the system displays the transaction on the Approve Expense Report - Expense Report Summary page (Page TE_SHEET_LINES)
    6.- Select the Receipts Received flag
    7.- Add a new comment in the Comments section
    8.- Click on the SAVE CHANGES button
    9.- Confirm that none of the modifications have been stored in the system's tables

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.

Sometimes Users need to perform specific changes, which need to be saved in the system, but not yet take final action on the submitted Expense Report, as further review may be needed. Such changes performed by the Approver Users are not being stored in the main system records, and as such, the tasks for approval cannot be completed on a timely manner.

The Expenses Organization does wish to use the revamp Expense Approval Page (EX_EXPENSE_APPRV), and instead the current Page TE_SHEET_LINES is preferred, but it should be able to trigger all codeline regardless of the action taken, including Save Changes button.

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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