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EEX 9.2: Fluid Travel Authorization Not Defaulting Per Diem Amount at Line Level on Defaulted Transaction Lines Even After Selecting/Modifying Per Diem Range Value (Doc ID 2884219.1)

Last updated on JULY 19, 2022

Applies to:

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

Symptoms

A problem has been detected at the Fluid Travel Authorization creation component with Per Diem Amounts not being properly defaulted at the Transaction Line Amount field. The logic does not seem to work when the Per Diem Range field is modified, or selected for the first time. Having entered the Travel From/To as well as the Date From/To at the Travel Authorization Header level, the Transaction Line Amount field is not being updated as per expected, in the below 2 identified scenarios:

    A) If the Employee's Expenses Profile has in the User Defaults tab the 'Per Diem Range' value defined, the Travel Authorization Line Amount field is being properly populated when creating the transaction, but its value remains the same even if the Per Diem Range value is manually modified by the User at the Line Detail sub-page, when it should be re-calculated instead

    B) If the Employee's Expenses Profile does not have in the User Defaults tab the 'Per Diem Range' value defined, the Travel Authorization Line Amount field is left blank even after the Header fields are populated, as per expected. However, when the Employee goes to the Line Detail sub-page, and manually selects a value from the Per Diem Range blank field, the Line Amount field remains blank, and does not get populated by the system

REPLICATION STEPS:

    1.- Log into the FSCM Online Application as User ID VP1
    2.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Purchase > Create Expense Type Codes
    3.- Open existing Expense Type PERDIEM under Set ID SHARE
    4.- Ensure the below settings are defined:
             a) Required Field Description = Y
             b) Required Field Location = Y
             c) Expense Type Edit = Per Diem
             d) Rate Retrieval Table = Per Diem Table
    5.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Location > Define Per Diem Ranges
    6.- For Range ID DAYS, define Country Code USA, and the From Value and To Value fields as needed (Ranges 0-2, 3-10, 11-20, 21-999)
    7.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Location > Define Per Diem Amounts
    8.- Configure Government and Active Amounts for the various fields under the following criteria:
             a) Set ID = SHARE
             b) Expense Type = PERDIEM
             c) Country Code = USA
             d) Currency Code = USD
             e) Range ID = DAYS
             f) Range Category = LOCAL
             g) Location = BOSTN
             h) Amounts = 100.00 USD for 0-2 range, 150.00 USD for 3-10 range, 200.00 USD for 11-20 range, and 300.00 USD for 21-999 range
    9.- Navigate to: Travel and Expenses > Manage Employee Information > Update Employee Detail
    10.- Open existing Employee ID KU0021
    11.- At the User Defaults tab, define the following settings:
             a) Per Diem Range = 0-2 Days
             b) Billing Ty[e = Internal
             c) Payment Type = CSH
    12.- Log into the FSCM Online Application as User ID EXA1
    13.- Navigate to: Employee Self-Service Fluid Homepage > Travel Authorizations Tile > Travel Authorization Search > Click on 'Add Travel Authorization' button > Travel Authorization
    14.- Proceed to enter all the Travel Authorization Header fields, (Travel From/To as Location BOSTN, and Date From/To)
    15.- At the Travel Authorization Line level, the system has automatically defaulted Expense Type Per Diem from the Fluid TA Mapping settings, and the Line Amount field is properly displaying a value of 100.00 USD
    16.- Click on the Details button, and then, at the Line Detail sub-page, manually change the Per Diem Range value of 0-2 to 11-20
    17.- ISSUE #1: Confirm that the Line Amount field is still displaying a value of 100.00 USD, when the expectation is a refresh to a value of 200.00 USD instead
    18.- Navigate to: Travel and Expenses > Manage Employee Information > Update Employee Detail
    19.- Open existing Employee ID KU0021
    20.- At the User Defaults tab, define the Per Diem Range = (Blank)
    21.- Navigate to: Employee Self-Service Fluid Homepage > Travel Authorizations Tile > Travel Authorization Search > Click on 'Add Travel Authorization' button > Travel Authorization
    22.- Proceed to enter all the Travel Authorization Header fields, (Travel From/To as Location BOSTN, and Date From/To)
    23.- At the Travel Authorization Line level, the system has automatically defaulted Expense Type Per Diem from the Fluid TA Mapping settings, and the Line Amount field is blank, as per expected (Expenses Profile settings have Per Diem Range blank)
    24.- Click on the Details button, and then, at the Line Detail sub-page, manually select from the drop-down list a valid value for the Per Diem Range field, such as 3-10
    25.- ISSUE #2: Confirm that the Line Amount field is still displaying blank/empty, when the expectation is a refresh to a value of 150.00 USD instead

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 have the system automatically populate the Travel Authorization Line Amount field of a Per Diem transaction when performing changes on the Per Diem Range field at the Line Detail sub-page level. Incorrect amounts could be inadvertently left in the Travel Authorization, which would cause issues in approvals, and wrong reimbursements once defaulted into Expense Reports.

When adding a new Travel Authorization in Fluid User Interface, the system should be able to pre-populate, or re-calculate the Line Amount whenever the Per Diem Range field is modified, or selected for the first time, at the Line Detail page level.

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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