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EEX 9.2: Billing Type Drop-Down Field Not Hidden at Fluid Travel Authorization Header and Line Detail Pages Regardless of Expenses Role and Employee Privilege Template Settings (Doc ID 2854808.1)

Last updated on SEPTEMBER 12, 2022

Applies to:

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

Symptoms

It has been detected at the time of creating a new Travel Authorization transaction in Fluid User Interface, that the Billing Type drop-down field is still getting displayed at both the Header and Line Detail levels, regardless of the configuration defined at the Employee Privilege Template for Travel Authorizations, whether that is at the Expenses Profile, or the Expenses Business Unit Definition level.

Even if the Billing Action field has been configured to be hidden, the same still gets displayed online in the Fluid pages, and is editable by the Users creating the Travel Authorization transaction.

REPLICATION STEPS:

    1.- Define a new Employee Privilege Template for Travel Authorizations, and ensure that the Billing Action field is set to HIDE
    2.- Define the newly created Employee Privilege Template for Travel Authorizations at the Expenses Business Unit Definition
    3.- Ensure that there is an Expenses Role defined, with the Employee Privilege Template for Travel Authorizations set up
    4.- At the Expenses Profile level for any given Employee, define the Expense Processing Role previously defined
    5.- Log into the FSCM Online Application as an Expenses User
    6.- Proceed to create a new Travel Authorization, in the Fluid User Interface delivered pages
    7.- Confirm that the Billing Type drop-down field is getting displayed, and is editable, at the Fluid Travel Authorization Header level from Page EX_TAUTH_FL
    5.- Click on the Details button on one of the Travel Authorization Lines
    6.- Once at the Fluid Travel Authorization Line Details page (EX_TAUTH_DT_LN_SCF), the Billing Type drop-down field is visible, and also editable

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 logic behind the Employee Privilege Template for Travel Authorizations does not seem to be applied for the Billing Type field. This enables Users to modify the value populated by default, and change from Internal to Billable, or Non-Billable, the nature of the Expense Lines entered in the Travel Authorization.

If the Employee Privilege Template for Travel Authorizations has been defined so that Billing Action drop-down field is to be hidden, the same should not be displayed in Fluid Travel Authorization Header nor Line pages.

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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