EEX 9.2: Series of Error Messages When Copying an Approved Travel Authorization Into a New Expense Report in Fluid, With Attendees/Hotel Expense Types
(Doc ID 2877857.1)
Last updated on JUNE 20, 2022
Applies to:PeopleSoft Enterprise FIN Expenses - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.
A series of Error Messages are triggered by the system when trying to copy an approved Travel Authorization into a new Expense Report using the Fluid User Interface pages.
This seems to be related to the configuration of the Expense Type Codes being used in the Travel Authorization, which seem to have multiple Effective Date rows, and whose Expense Type Edit setting has changed from a prior value of Attendees or Hotel, to a current value of None.
The Travel Authorization transaction has proper logic to ensure the most Effective Date row of the Expense Types used is defaulted, but at the time of copying the transaction lines into the Expense Report, it seems to have issues.
1.- Log into the FSCM Online Application as a System Administrator User
2.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Purchase > Create Expense Type Codes
3.- Under Set ID SHARE, open the delivered Expense Types of ENTERO
4.- On the current Effective Date row of 01-01-1900, ensure the Expense Type Edit is set to Attendees
5.- Create a new Effective Date row of 01-01-2020, and set the Expense Type Edit option to None
6.- Save the changes
7.- Under Set ID SHARE, open the delivered Expense Types of LODGING
8.- On the current Effective Date row of 01-01-1900, ensure the Expense Type Edit is set to Hotel
9.- Create a new Effective Date row of 01-01-2020, and set the Expense Type Edit option to None
10.- Save the changes
11.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Transaction Definition
12.- Open under Set ID SHARE, the Transaction Type Travel Authorization, and set as active the HR Supervisor approval level
13.- Log into the FSCM Online Application as an Expenses Employee
14.- Create in Fluid User Interface, a new Travel Authorization with two lines, each using their own respective Expense Type (ENTERO, and LODGING)
15.- Complete all the transaction, and submit it for approval
16.- Log into the FSCM Online Application as an Expenses HR Supervisor
17.- Approve the submitted Travel Authorization with Fluid Approvals
18.- Log into the FSCM Online Application as an Expenses Employee
19.- Go to the Employee Self Service Fluid Homepage, and click on Travel Authorizations Tile
20.- Find the approved Travel Authorization, and select the action of 'Copy To Expense Report'
21.- ISSUE: The system triggers a series of Error Messages
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.
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