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EPC 9.2: Returning a Program Budget Change Request Creates Invalid Worklist Items (Doc ID 2688736.1)

Last updated on JULY 08, 2020

Applies to:

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


When a budget change request is returned by the approver to the requestor, the resulting item in the requestor's worklist does not contain a valid URL to link to the item but instead shows "Invalid Activity/Event/Worklist name". The item can therefore not be acted on or cleared in the worklist.

When a Program Budget Change Request (Program Management->Project Management->Budget Change Request) is submitted a worklist item for Business Process PGM_BUDCHREQ_APPR is created. If this item is returned to the requester, another row in PSWORKLIST for the Business Process PGM_BUDCHREQ_APPR, Activity Name NOTIFY_BUDCHG_REQUESTOR, Event Name "Return", WorklistName: "Worklist item for Requestor" is created. This appears to be an issue with the NOTIFY_BUDCHG_REQUESTOR activity since the only valid worklist item under the "Return" event is called BPITEM1. 
The worklist item for the budget change requestor that is created when the approver returns the request should be well-formed so that the item can be worked and cleared from the worklist.

Replication Steps
The issue can be reproduced at will with the following steps:
1. Create a new budget change request for an existing project
2. Submit the change request for approval
3. Log in as the approver, open the worklist, and navigate to the budget change request item.
4.Drill down on the worklist item and click the Return button to send the item back to the requestor.
5. Log back in as the requestor. Worklist shows the item for the returned request but instead of a URL, the link says 'Invalid Activity/Event/Worklist name'





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