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EEX 9.2: Fluid Travel Authorization Does Not Issue A Message Requiring User To Certify Expense Estimates Upon Submitting for Approval (Doc ID 2854761.1)

Last updated on MARCH 09, 2022

Applies to:

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

Symptoms

When an Employee submits for approval a Travel Authorization using Fluid, the system does not require the User to certify that the expense estimates are reasonable, and comply with the company's policy.

In Online Classic, an Employee is required to select the certify check-box if the Travel Authorization is to be submitted for approval. If not selected, the transaction is prevented from invoking workflow.

REPLICATION STEPS:

    1.- Log into the FSCM Online Application as an Expenses Employee
    2.- Go to the Employee Self Service Fluid Homepage
    3.- Click on the Travel Authorizations Tile
    4.- Click on the Add Travel Authorization button
    5.- Fill in the Travel Authorization Header and Line details
    6.- Click on the SUBMIT button
    7.- The Travel Authorization is automatically sent through workflow, and routed to the different approval levels, and Users involved for the approvals. There is no certification required per part of the submitter.

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 User is no longer required to certify that the estimates are truthful, and comply with company policy. This is undermining the responsibility of the User to submit accurate transactions, and taking responsibility on the submission action. Additionally, the fact that User cannot withdraw an already submitted Travel Authorization in Fluid makes it more complicated if the SUBMIT button was clicked by mistake, instead of SAVE button, as there is no failsafe of the Certify pop up message requesting to click on Submit/Cancel buttons.

The Fluid Travel Authorization submission logic should trigger a pop up message where the Employee is requested to certify the expense estimates to be submitted, just like when submitting an Expense Report in Fluid, to keep the functionality consistent.

NOTE: In the images/screenshots/examples mentioned and/or the attached document, user details / company name / address / email / telephone number represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance).  Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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