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EBI9.2: Grants WorkCenter - Invoice Not Finalized Grid Displays Incorrect Amount after Deferring An Expense (Doc ID 2716581.1)

Last updated on OCTOBER 02, 2020

Applies to:

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

Goal

Why in the Grants Workcenter, “Invoices Not Finalized” – “Billing Invoice List” grid displays an incorrect amount after an expense is deferred?

REPLICATION STEPS

===============

  1. Create a proposal.
  2. Submit the proposal.
  3. Generate the award.
  4. Clicked on Generate
  5. Add LOC ID.
  6. Save it
  7. Activate the contract.
  8. Project can be seen
  9. Search for the project created
  10. Create an ACT transaction in Project Costing and process it by clicking on Process Transaction.
  11. Process runs successfully
  12. BIL transaction has been generated.
  13. Run CA_BI_INTFC - successfully run
  14. Run Billing Interface - successfully run
  15. Check the Update Billing Worksheet page- temporary invoice can be seen as listed for the created contract
  16. Click on Refine Filter Criteria link to select BU as EGV05
  17. Grants > Navigate to Grants > Grants Workcenter > Invoicing Not Finalized
  18. Click on the Invoice link to drilldown to the billing worksheet
  19. Click on invoice link under Billing Worksheet column
  20. On the Line Details page, select the Billing Worksheet to “defer” an expense line and click SAVE.  
  21. Notice the “Gross Billable Amount” changed from $1000 to $0.00
  22. Gross Billable Amount has changed accordingly which is correct
  23. When navigating back to the Worksheet Headers page, the Pretax Invoice Amount displays the correct (adjusted amount).
  24. However, when navigate back to the Billing Invoice List grid, the amount is still displayed as $1000 instead of $0.00 which is incorrect.

For the replication document, please review Replication_File.pdf.

NOTE: In 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.

Solution

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In this Document
Goal
Solution
References


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