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EEX 9.2: Out of Policy Flag on Corrected Time Report Does Not Get Cleared if Minimum Hours Are Met, Leading to an Alert Icon Displayed in Fluid Approvals (Doc ID 2740425.1)

Last updated on DECEMBER 28, 2020

Applies to:

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

Symptoms

Having defined at the Expenses Definition level for the Business Unit used, that the Time Report Threshold is to have a minimum weekly amount of hours set at 40, the Time Report Fluid Approvals page displays an Alert icon should the submitted transaction have an hour count lower than the minimum.

However, if the submitted Time Report is sent back to the Employee for correction, and the missing hours are added, and the transaction is resubmitted for approval, the Alert icon does not seem to get cleared out at the Fluid Approvals level, even when showing that this time the transaction has 40 Hours entered.

This seems to be because the Out Of Policy flag is not being reset once the Employee has corrected the Time Report missing hours, and resubmitted it for approval.

REPLICATION STEPS:

    1.- Define at the Expenses Business Unit Definition level, the Threshold for Time Reports, with a Minimum number of Hours to be set at 40
    2.- Configure the Time Report Transaction Definition page so that HR Supervisor is a required approval level
    3.- Create a new Project Definition, and link it to a new Project Activity
    4.- Enter the system as an Expenses Employee, create a new Time Report in Fluid, and ensure to use the new Project, as well as manually place 8 hours on only 4 different days
    5.- Save the new Time Report, and submit it for approval
    6.- Click YES on the pop-up message stating that the entered hours are less than policy requirements (40 Hours)
    7.- Log into the FSCM Online Application as an Expenses Approver User
    8.- Go to the Fluid Approvals page, and find the submitted Time Report
    9.- Confirm that the Time Report has an Alert icon being displayed, stating only 32 Hours are entered
    10.- As the Approver User, decide to Send Back the Time Report stating in the Comments that the minimum of booked weekly hours are 40
    11.- Log into the FSCM Online Application as an Expenses User
    12.- Open the returned Time Report in Fluid, and enter the additional 8 Hours missing
    13.- Save the changes, and submit the Time Report once again for approval
    14.- Log into the FSCM Online Application as an Expenses Approver User
    15.- Go to the Fluid Approvals page, and find the submitted Time Report
    16.- Confirm that the Time Report still has an Alert icon being displayed, although this time around it shows 40 Hours

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 Expenses Approver Users are confused in seeing the incorrect Out of Policy Alert icon on a submitted Time Report due to too few hours being entered, when the Time Report clearly is meeting the minimum Hours requirement. This has Users trying to find what other possible issues could the transaction have, and hence, delaying the approvals.

If the submitted Time Report is meeting the minimum amount of hours defined at the Expenses Business Unit Definition level for Thresholds, the Out Of Policy flag should be cleared, and as a result, the Alert icon should not be displayed at the Fluid Time Report Approvals page.

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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