EEX 9.2: Incorrect Payment Type and Billing Type Values Get Defaulted From Expenses Profile into Expense Report if Expense Type Selected via Quick Fills
(Doc ID 2794462.1)
Last updated on JULY 25, 2021
Applies to:PeopleSoft Enterprise FIN Expenses - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.
Having defined at the Expenses Profile level, under the User Defaults tab, a series of Expense Type values, with their respective Payment Type and Billing Type combination, whenever the Employee creates the Expense Report transaction, and selects one of these Expense Type values, the system automatically populates the Payment Type and Billing Type at the line level as per expected.
The problem has been found though when this Expense Type is being selected from the Quick Fills feature, (Fluid User Interface), as in this scenario, the Payment Type and Billing Type values defaulted are not those of the 'Expense Type Defaults' section, but the generic values defined at the overall 'Expense Defaults' section. In other words, the Payment Type and Billing Type fields get wrongly populated.
1.- Log into the FSCM Online Application as an Expenses User
2.- Go to the Expenses Profile of the Employee, and at the User Defaults tab, define the following settings:
a) At the overall Expense Defaults section, define Billing Type = Internal
b) At the overall Expense Defaults section, define Payment Type = CHK (Check)
c) At the Expense Type Defaults section, enter a new row with Expense Type = Air Travel , Payment Type = Prepaid Air , and Billing Type = Billable
3.- Proceed to create a new Expense Report for this Employee in Fluid User Interface, or Online Classic
4.- Click on the Quick Fills feature
5.- Select the Expense Type 'Air Travel'
6.- Check the new Expense Report Line created, and confirm that both Payment Type and Billing Type are incorrect: Check and Internal respectively, instead of the expected Prepaid Air and Billable
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 defined Expense Type Defaults at the Expenses Profile level seem to be ignored, and the Employee is forced to manually override the incorrectly defaulted values with the proper ones. This is not efficient, and prone to errors if the Employee does not realize the mistake.
Regardless of whether the Expense Type value is selected directly from a newly created Expense Report Line, or through the Quick Fills feature, the proper combination of Payment Type and Billing Type values should be automatically defaulted.
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