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Procurement Card: Able to Save Transactions Without Receipts Attached at Reconcile Statement Page (Doc ID 2877642.1)

Last updated on JUNE 17, 2022

Applies to:

PeopleSoft Enterprise SCM Purchasing - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

Procurement Card: Able to Save Transactions Without Receipts Attached at Reconcile Statement Page.
Turned on Receipts Required for Procurement Card. On Reconcile Statements page it is possible to save transaction line status as 'Verified' or 'Approved' even when there is no receipt attachment.

Here listed multiple scenarios to replicate the issue:


Setup in DEMO:

1. At PO Business Unit Definition. Make sure Receipt Required checked And Threshold amount 0.01. Navigation: Menu > Setup Financials/Supply Chain > Business Unit Related > Purchasing > Purchasing Definitions
2. Add Card ‘1234567892’ to Angelina, Gina (DEMO). Navigation: Menu > Purchasing > Procurement Cards > Cardholder Profile

Steps:

1. Load Pcard stage. Navigation: Menu > Purchasing > Procurement Cards > Process Statements > Load PCard Stage
2. Load Statement. Navigation: Menu > Purchasing > Procurement Cards > Process Statements > Load PCard Statement
3. Reconcile Statement. Navigation: Menu > Purchasing > Procurement Cards > Reconcile > Reconcile Statement.

Issue 1:

1. Select all lines and change status from ‘Staged’ to ‘Verify’ using the button.
2. Unselect all lines using ‘clear all’ and save it.
3. Saved as ‘Verified’ without any message and should not.

Issue 2:

1. Select all and change status from ‘verified’ to ‘staged’
2. Unselected using ‘clear all’ and save it
3. Check line 1 and add comment and attachment. OK
5. Change line 1 Status from ‘Staged’ to ‘ Verified’ and save it
6. Go to comment and delete the attachment file. Ok to message and OK
7. Save again. Saved without any message without attachment file.
Expected to get message: ‘Receipt is required for line 1, credit card number ************7892. Transaction amount is greater than the threshold amount.”
8. BUT, if change the lines status from ‘Verified’ to ‘approved’ getting the message: ‘Receipt is required for line 1, credit card number ************7892. Transaction amount is greater than the threshold amount.’. That is working as expected.



Issue 3:

1. Select line 2 and add comment with attachment. ok
2. Change status from ‘Staged’ to ‘Verified’ and Save it
3. Go to comments and delete the attachment file. OK to message and ok
4. Change status from ‘Verified’ to ‘Approved’ and save it.
5. Saved without any message and should not. Expected to get the message: ‘Receipt is required for line 2, credit card number ************7892. Transaction amount is greater than the threshold amount.’

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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