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EEX 9.2: Several Issues Detected With Attachments Functionality at Header and Line Levels for Fluid Travel Authorization Component (Doc ID 2854770.1)

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

Several problems have been detected with the File Attachment functionality at the Fluid Travel Authorization creation functionality (Component EX_TAUTH_FL):

    1) Having uploaded a file as an attachment at the Travel Authorization Header, or Line levels, if the User decides to Edit the row, but later on chooses the Cancel Edit button, the system directly closes the Fluid Attachments feature, loosing all the file data entered
    2) If an existing Travel Authorization Line attachment is getting deleted, and replaced at the same time with a different file, upon saving the changes, the original file gets properly purged, but the substitute document is not stored anywhere in the system

REPLICATION STEPS:

  + Scenario 1: Travel Authorization Header Attachments.

    1.- Log into the FSCM Online Application as an Expenses User
    2.- Navigate to the Employee Self Service Fluid Homepage
    3.- Click on the Travel Authorizations Tile
    4.- Click on the Add Travel Authorization button
    5.- Define all Travel Authorization Header fields, as well as enter all Line details
    6.- Save the changes
    7.- Click on the Attachments button from the Travel Authorization Header level (Same issue happens if choosing Line level attachments)
    8.- In the Attachments page, click on the Add Attachment button
    9.- On the File Attachment page, click on the My Device icon
    10.- Select a file from the desired folder, and click OK
    11.- Click on the Upload button from the File Attachment page
    12.- Once the system displays the 'Upload Complete' click on the Done button
    13.- The system brings the User to the Attachments page, where the file's description is yet to be entered
    14.- Proceed to select the attachment row displayed, and the Edit button clicked upon
    15.- Subsequently, click on the Cancel Edit button
    16.- At this stage, the system closes the Attachment page, and reverts into the main Fluid Travel Authorization entry page
    17.- All recently uploaded file information, but not yet saved, has been lost

  + Scenario 2: Travel Authorization Line Attachment Replacement.

    1.- Log into the FSCM Online Application as an Expenses User
    2.- Navigate to the Employee Self Service Fluid Homepage
    3.- Click on the Travel Authorizations Tile
    4.- Click on the Add Travel Authorization button
    5.- Define all Travel Authorization Header fields, as well as enter all Line details
    6.- Save the changes
    7.- Click on the Attachments button from the Travel Authorization Line level
    8.- In the Attachments page, click on the Add Attachment button
    9.- On the File Attachment page, click on the My Device icon
    10.- Select a file from the desired folder, and click OK
    11.- Click on the Upload button from the File Attachment page
    12.- Once the system displays the 'Upload Complete' click on the Done button
    13.- The system brings the User to the Attachments page, where the file's description is entered
    14.- Click on Done button
    15.- Once back at the main Fluid Travel Authorization page, click on Save button
    16.- Proceed to click once again on the Travel Authorization Line Attachments icon
    17.- Select the initial file row, and click on Edit button
    18.- Ensure that the file's row is still selected, and click on the Trashcan icon
    19.- Click on Yes option on the pop up message confirming the deletion
    20.- Back into the Attachments page, click on the Add Attachment button
    21.- On the File Attachment page, click on the My Device icon
    22.- Select a file from the desired folder, and click OK
    23.- Click on the Upload button from the File Attachment page
    24.- Once the system displays the 'Upload Complete' click on the Done button
    25.- The system brings the User to the Attachments page, where the new file's description is entered
    26.- Click on Done button
    27.- Once back at the main Fluid Travel Authorization page, click on Save button
    28.- Click on the Travel Authorization Line Attachment button
    29.- Back into the Attachments page, confirm that there is no file displayed anymore

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 currently delivered functionality on attachments for the Fluid Travel Authorization is not very user-friendly, and causes complete loss of file data being uploaded, and never registering in the system. Users need to perform the upload tasks all over again in order to ensure that the needed documentation is present upon submission of the Travel Authorization, as without it, approvals can be delayed.

Upon clicking on the Cancel Edit button, the system should bring the User back into the Fluid Attachments main page, to proceed with the processing of the files uploaded. At the same time, if an existing attachment is deleted, at the same time that a new file is uploaded, and saved, the second one should be properly registered, and stored in the system tables.

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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