EEX 9.2 Pending Actions Routing Issue When Approver Deletes Expense Lines (Doc ID 2893769.1)

Last updated on JANUARY 24, 2023

Applies to:

Symptoms

After approving an Expense Report the report Remains in the Approvers Queue and cannot be approved.

The Pending Action section should update accordingly instead of having the ER reroute back to the same approval level as well as routing to the next approval level

 REPLICATION STEPS

1. Log in as an employee.
2. Navigate to: FSCM > Employee Self Service > Travel and Expenses > Expense Reports > Create/Modify
3. Click the Add button
4. Populate fields on ER (For this example the first two lines are per diem expenses and the third line is not)
5. Click the Summary and Submit link
6. Place a check mark in the box, then click Submit Expense Report button
7. Click OK to confirm submission
8. Log in as the first approval level (supervisor)
9. Navigate to: FSCM > Manager Self Service > Travel and Expense Center > Approvals > Approve Transactions
10. Click on the ER ID link under the Transaction ID column
11. Uncheck the Approve box on the first line for In State Lodging to deny the line, then select a reason from the drop down
12. Click the Budget Options link. Pending Actions section is accurate.
13. Click the Budget Check button
14. After budget status is valid, click the OK button
15. Click the Save Changes button
16. Click OK to confirm saving
17. Click the Refresh List button
18. Click on the ER ID link under the Transaction ID column
19. Click the Approve button
20. Click the OK button to confirm approval
21. Log in as second approval level
22. Navigate to: FSCM > Manager Self Service > Travel and Expense Center > Approvals > Approve Transactions
23. Click on the ER ID link under the Transaction ID column
24. Click on the Expense Report Detail link.
25. Click the minus (-) icon to the right of the second line to delete it
26. Click OK button to confirm deleting line
27. Click on Return to Expense Report Summary link
28. Notice Pending Actions section is accurate. Click on the Budget Options link.
29. Click the Budget Check button
30. Once budget status is valid, click the OK button
31. Click on the Save Changes button.
32. Click the OK button to confirm saving
33. Click the Refresh List button
34. ER returned to approvers worklist as expected. Click the ER ID link under the Transaction ID column.
35. Notice Pending Actions is still accurate. Click the Approve button
36. Click the OK button to confirm approval
37. Click the Refresh List button
38. Notice the ER returns to the approvers worklist. Click on the ER ID link under the Transaction ID column.
39. Notice under the Pending Actions section it states it needs the same approval level again though it says it was approved at the level under the Action History.
40. Log in as the third approval level (Agency Head)
41. Navigate to: FSCM > Manager Self Service > Travel and Expense Center > Approvals > Approve Transactions
42. Notice the same ER is on the approver's worklist where the Role column states it needs the 3rd approval level action (Agency Head). The ER should not be on approver's worklists for both the second and third approval levels.


This very same scenario was resolved for Travel Authorization transactions on PeopleSoft Enterprise FSCM 9.2 Image #41, please refer to EEX9.2: Travel Authorizations Pending Actions Routing Issue when Approver Deletes Expense Lines  <Document 2823973.1> .

Changes

Cause

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