EEX 9.2: My Receipts Subpage (EX_MY_RCPT_SBF) From Fluid Expense Report Line Attachments Page (EX_ER_ATTCH_LN_SCF) Is No Longer Displaying
(Doc ID 2877904.1)
Last updated on JULY 06, 2022
Applies to:PeopleSoft Enterprise FIN Expenses - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.
It has been detected that the My Receipts section (Subpage EX_MY_RCPT_SBF) usually displayed at the right hand side of the Fluid Expense Report Line Attachments page (EX_ER_ATTCH_LN_SCF) is no longer being shown, even though Twilio Integration has been enabled, as well as Imaging and Attachments have been configured to be uploaded at both Header and Line levels for Expense Reports.
1.- Log into the FSCM Online Application as User ID VP1
2.- Navigate to: Set Up Financials/Supply Chain > Install > Installation Options > Expenses
3.- At the 'Receipts Configuration' section, enable the below settings:
a) Option = Both Imaging and Attachments
b) Attachment Location = Header and Line
4.- Navigate to: Set Up Financials/Supply Chain > Business Unit Related > Expenses > Expenses Definition
5.- Open Business Unit US001
6.- At the Business Unit 1 tab, select the 'Text Message' check-box in the 'Twilio Integration' section
7.- At the Text Message tab, define the Twilio Account and Phone details
8.- At the 'Receipts Required' tab, ensure that the Receipt Required drop down list has the option of 'Always'
9.- Navigate to: Travel and Expenses > Manage Employee Information
10.- Open existing Employee ID KU0042
11.- Go to the Organizational Data tab, and ensure that the GL Unit is pointing to US001
12.- Navigate to: Travel and Expenses > Manage Expenses Security > Authorize Expense Users
13.- Open Employee ID KU0042
14.- Define User ID VP1 with an Authorization Level of 'Edit & Submit'
15.- Navigate to: PeopleTools > Security > User Profiles > User Profiles
16.- Open User ID VP1
17.- Go to the ID tab, and ensure to define Employee ID KU0042
18.- Go to the Employee Self Service Fluid Homepage
19.- Click on the Expenses Tile
20.- Click on the 'Create Expense Report' Tile
21.- Fill in the Expense Report Header details, and click on the Attach Receipt button
22.- Once at the Fluid Expense Report Header Attachments page (EX_ER_ATTCH_HR_SCF), confirm that the My Receipts section (Subpage EX_MY_RCPT_SBF) is properly being displayed
23.- Click on Done button
24.- At this stage, use the Expense Report Action drop-down list, and choose the option of ‘Add Expense Lines’
25.- Proceed to fill in the Expense Report Line page fields, and click on the Attach Receipt button
26.- ISSUE: Now at the Fluid Expense Report Line Attachments page (EX_ER_ATTCH_LN_SCF), confirm that the My Receipts section (Subpage EX_MY_RCPT_SBF) is missing
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.
Employees are unable to use the My Receipts section (Subpage EX_MY_RCPT_SBF) to upload/link existing Twilio message Images into an Expense Report Line as a Receipt. Hence, delaying the creation, and submission, of the transaction, its subsequent approval, and eventually reimbursement payment generated by the company.
The My Receipts section (Subpage EX_MY_RCPT_SBF) should be displayed at the Fluid Expense Report Line Attachments page (EX_ER_ATTCH_LN_SCF).
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