EEX 9.2: Travel Authorization Per Diem Expense Amount From Previous Line Is Pre-Populated on the New Line Even When Using a Different Expense Type
(Doc ID 2794307.1)
Last updated on JULY 23, 2021
Applies to:PeopleSoft Enterprise FIN Expenses - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.
When entering a Travel Authorization with multiple Per Diem Expense Lines, the system properly defaults into the Expensed Amount field the expected amount value given the selected Expense Type and Location combination. However, for all sub-sequent Expense Lines, even if a different Per Diem Expense Type has been selected, the system directly defaults the amount value from the prior line, and not that of the Per Diem Amount settings defined.
1.- Log into the FSCM Online Application as an Expenses User
2.- Define two different Expense Types for Per Diem functionality, such as PD1 and PD2
3.- Define an Expenses Location, such as ABC
4.- Proceed to set up the Per Diem Amount values for both Expense Types, and Location combination:
a) Expense Type PD1, Location ABC, Per Diem Amount of 25.00 USD
b) Expense Type PD2, Location ABC, Per Diem Amount of 50.00 USD
5.- Proceed to create a brand new Travel Authorization, for Default Location ABC, and enter the first Expense Line with an Expense Type of PD1
6.- Confirm that on the first Travel Authorization Line, the Per Diem Amount is correctly defaulted to 25.00 USD
7.- Continue by adding a second Travel Authorization Line, for same Default Location ABC, but this time change the Expense Type to PD2
8.- ISSUE: Confirm that on this second Travel Authorization Line, the Per Diem Amount is just carrying over the same amount as the prior initial line, 25.00 USD, instead of the expected 50.00 USD
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.
As Travel Authorizations are created, the Per Diem Amounts for the second and sub-sequent lines will automatically pre-populated with incorrect amount values, and Employees may not notice this. Should later this be defaulted into an Expense Report, the company may be reimbursing the incorrect amounts.
The logic and validations behind the Travel Authorization creation page should ensure that the Expense Amount of each Line is properly being defaulted from the Per Diem Amount settings, given the Expense Type, Country, Location, and Currency Code combination.
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