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EEX 9.2: Fluid Approval - Risk Details Are Not Listing Correctly Based On The Expense Type Authorized Amounts In The Risk Template (Doc ID 2830616.1)

Last updated on DECEMBER 27, 2021

Applies to:

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

Symptoms

Fluid Approval - Risk Details are not listing correctly based on the Expense Type Authorized Amounts in The Risk Templates

Scenario 1:

Setup:
1. Setup Header Level Approval in Approval Process Setup
     Navigation : Enterprise Component >Approval Process Setup> ERApproval
2. Setup Risk Template with "Expense Type Amount Limits" for more than one Expense Type
     Navigation : Setup Financials and Supply Chain > Product Related > Expenses > Management > Approval Setup > Define Risk Template Details
3. Assign the Risk Template to Approval Profile.
     Navigation : Setup Financials and Supply Chain > Product Related > Expenses > Management > Approval Setup > Define Approver Profiles
4. Make sure the Approval level of the Approval Profile is enabled in Transaction Definition.
     Navigation : Setup Financials and Supply Chain > Product Related > Expenses > Management > Approval Setup > Transaction Definition

Steps:
1. Fluid Home Page > Expense Tile > Create Expense Report tile
2. Create and Submit Expense Report with Multiple Expense Types Lines mentioned in the Risk template
3. Log in As approver and go to Fluid Home Page > Fluid Approval  and  Open the Expense Report submitted in step 2
4. Click on the "Exception and Link" link

Scenario 2

Setup:
1. Setup Header Level Approval in Approval Process Setup
     Navigation : Enterprise Component >Approval Process Setup> ERApproval
2. Ensure two levels of approval are active.  In this test HR Supervisor and Prepay Auditor.
     Navigation : Setup Financials and supply chain > Product Related > Expenses > Management > Approval Setup > Transaction Definition
2. Setup Risk Template for both HR Supervisor and the Prepay Auditor
     -- For HR Supervisor select "No Receipt", Duplicate Exists and Populate the Expense Type Authorized Amounts with 3 Expense Types and Save
     -- Setup the same for PrePay Auditor but for the prepay auditor select Duplicates exists, Non Preferred Merchant, and Authorized Amount Exceeded and
add many expense types (16) to Expense Type Authorized Amount and save.
     Navigation : Setup Financials and Supply Chain > Product Related > Expenses > Management > Approval Setup > Define Risk Template Details
3. Assign the Risk Template to Approval Profile.
     Navigation : Setup Financials and Supply Chain > Product Related > Expenses > Management > Approval Setup > Define Approver Profiles
4. Make sure the Approval level of the Approval Profile is enabled in Transaction Definition.

Steps:
1. Fluid Home Page > Expense Tile > Create Expense Report tile
2. Create and Submit Expense Report with Multiple Expense Types Lines mentioned in the Risk template
3. Log in as the Approver (HR Supervisor) go to Fluid Home Page > Fluid Approval  and  Open the Expense Report submitted in step 2 click on the Exceptions and Risk Link
         -- As expected all the Expense Types associated with the risk template are showing to the Supervisor (correct outcome)
4. Approve the report
5. Log in as the Prepay Auditor and go to Fluid Home Page > Fluid Approval  and  Open the Expense Report submitted in step 2 click on the Exceptions and Risk Link

Cause

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In this Document
Symptoms
Cause
Solution
References


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