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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 JANUARY 03, 2024

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 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.

REPLICATION STEPS:

    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).

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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