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EEX 9.2: Budget Check (EX_BCHK_ALL) Sets Expense Report Budget Status As Valid, but Still Leaves Error Message in PS_EX_SUM_APPR_ERR (Doc ID 2815315.1)

Last updated on OCTOBER 25, 2021

Applies to:

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

Symptoms

Launching the Request Budget Checking process for Expenses (EX_BCHK_ALL AE Program) on an existing Run Control ID, and with the Select Option set to ALL, the process is still correctly picking up all eligible Expense Reports to handle, and properly sets their Budget Header Status and Budget Line Status into VALID. However, the process fails to remove from the Summary Approval Errors Record (PS_EX_SUM_APPR_ERR) and pre-existing rows for those affected transactions.

As a result, the involved Expense Reports will still display a red flag at the Online Classic Summary Approvals Component.

This is taking place even after applying the solution for <Bug 31099105> (AFTER PATCH 29123108, APPROVAL OVERVIEW/ERROR PAGES MISSING ERROR INFORMATION). The key to replicate the problem is that the Run Control ID has to exist in the system (cannot be newly created), and needs to have the Select Option set to ALL (Not Some, or selecting the affected transaction at the Run Control ID level).

REPLICATION STEPS:

    1.- Enable Commitment Control for the module of Expenses
    2.- At the Expenses Options level, define that Budget Checking is required before Expense Reports can be approved
    3.- Log into the FSCM Online Application as User ID VP1
    4.- Create a new Run Control ID for Expenses Budget Checking Request, naming it ABC, and setting the Select Option to ALL
    5.- Launch the EX_BCHK_ALL AE Program to completion
    6.- Log into the FSCM Online Application as an Expenses Employee (Such as User ID EXA1)
    7.- Create a brand new Expense Report, and submit it for approval
    8.- Log into the FSCM Online Application as an Expenses Approver (Such as User ID EXS1)
    9.- Go to the Summary Approvals Overall page, select the routed Expense Report transaction, and click on APPROVE button
    10.- The system automatically flags the Expense Report in Error, stating that Budget Check needs to be run first
    11.- Log into the FSCM Online Application as User ID VP1
    12.- Open the ABC Run Control ID previously created, and launch the Expense Budget Checking Request process
    13.- Confirm that the EX_BCHK_ALL AE Program has completed successfully
    14.- Review the Budget Detail and confirm the Expense Report activity has been properly expensed
    15.- Log into the FSCM Online Application as an Expenses Approver (Such as User ID EXS1)
    16.- Go back to the Summary Approvals Overall page, and confirm that the Expense Report is displayed still with a red flag, even though the Budget Status is set as Valid
    17.- Click on the Errors tab, and confirm that the Error Message still states that Budget Checking needs to happen

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.

ERROR MESSAGE:

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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