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Financial Structure Request - 'From' Filter Is Incorrectly Showing 'Created By' Name In Fluid Pending Approvals Page (Doc ID 2791613.1)

Last updated on JULY 19, 2021

Applies to:

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

Symptoms

In Financial Structure Request, the 'From' filter is incorrectly showing the 'Created by' name in the Fluid pending approvals page instead of showing the last approver.

Given the scenario with 2 levels of approval required for Chartfield requests. After the 1st approval is done, the 2nd approver is seeing the drop down lists on the 2 filters, 'Created by' and 'From', to be the same. Instead, the 'From' drop down filter should show the last approver rather than the 'Created By' user.

For approvers who have dozens of fluid pending approvals it is necessary to be able to filter on 'From' user being the last approver of the transaction.

STEPS
-----------------------
(1) Employee Self Service, click on Finance & Accounting
---Click on Structure Request Template tile
---Click on the structure request template for adding a new Account chartfield. Note the Business Reviewer Role.
---Find the Reviewer details: PeopleTools > Security > Permissions & Roles > Roles. Search for role ‘FSR_BUS_REVIEWER’
(2) Logon as Requester, REQ1 (FSR Requester)
---Click on Financial Structure Request tile
---Click on the ‘Add’ button
---A request ID is generated when mandatory details in the General Information section are filled & page is saved.
---Click Add Line button to add the field name and template type.
---Click on Request Detail & fill in other details
---Click Save
(3) Logon as Reviewer, BUS1 (FSR Business Reviewer)
---Employee Self Service, click on Finance & Accounting
---Click on Structure Request Detail tile
---Click on the Structure Request to be reviewed
---Reviewer may click Submit button after reviewing the request & adding any additional information if needed
---Click on View Approval Flow link
---View Approval Chain
-------GLS2 – Karen Mitchell(1)
-------MGR2 – Darla Sullivan(2)
-------GLS4 – Rachelle Matthews(3)
(4) Logon as 1st level Approver, GLS2 (Karen Mitchell)
---Click on the Approvals tile
---Click on the request and click on the ‘Approve’ button.
---Enter approver comment and click Submit
(5) Logon as 2nd level approver, MGR2 (Darla Sullivan)
---Select Structure Request row and click on Approver
---Enter approver comment and click Submit for approval
---See 3rd level now Pending
(6) Logon as 3rd level approver, GLS4 (Rachelle Matthews)
---View list of pending approvals
---click on Filter icon
---In dropdown for Requester, incorrectly see ‘FSR Business Reviewer’
---ISSUE: dropdown should list the Requester, (FSR Requester, REQ1)
---In dropdown for From, incorrectly see ‘FSR Business Reviewer’
---ISSUE: dropdown should list the just prior approver for 2nd level approval (Darla Sullivan, MGR2)

 

Note: In the above example, user details/company name/address/telephone number represent a fictitious sample from the Oracle Demo Vision Database. Any similarity to actual companies or actual persons, living or dead, is purely coincidental and is in no way intentional on the part of Oracle.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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