EEX 9.2: Fluid Travel Authorization Line Detail Page Hiding Per Diem Range Field on Second and Subsequent Lines if Per Diem Expense Type Is Selected (Doc ID 2895823.1)

Last updated on SEPTEMBER 21, 2022

Applies to:

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. After implementation of the <Bug 34093091> - (EX: Fluid Travel Authorization Not Defaulting Per Diem Amount At Line Level On Defaulted Transaction Lines Even After Selecting/Modifying Per Diem Range Value), the first transaction line is working just fine, but any subsequent transaction lines manually added into the Travel Authorization, regardless of the Per Diem Expense Type selected, the Line Amount defaults from the first row.

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: Set Up Financials/Supply Chain > Product Related > Expenses > Purchase > Create Expense Type Codes
    10.- Create a new Expense Type PDLUNCH under Set ID SHARE
    11.- Ensure the below settings are defined:
            a) Required Field Description = Y
            b) Required Field Location = Y
            c) Expense Type Edit = Per Diem             (Very important!)
            d) Rate Retrieval Table = Per Diem Table             (Very important!)
    12.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Location > Define Per Diem Amounts
    13.- Configure Government and Active Amounts for the various fields under the following criteria:
            a) Set ID = SHARE
            b) Expense Type = PDLUNCH
            c) Country Code = USA
            d) Currency Code = USD
            e) Range ID = DAYS
            f) Range Category = LOCAL
            g) Location = BOSTN
            h) Amounts = 33.00 USD for 0-2 range, 66.00 USD for 3-10 range, 99.00 USD for 11-20 range, and 129.00 USD for 21-999 range
    14.- Navigate to: Travel and Expenses > Manage Employee Information > Update Employee Detail
    15.- Open existing Employee ID KU0021
    16.- At the User Defaults tab, define the following settings:
            a) Per Diem Range = (Blank)            (Very important!)
            b) Billing Ty[e = Internal
            c) Payment Type = CSH
    17.- Log into the FSCM Online Application as User ID EXA1
    18.- Navigate to: Employee Self-Service Fluid Homepage > Travel Authorizations Tile > Travel Authorization Search > Click on 'Add Travel Authorization' button > Travel Authorization
    19.- Proceed to enter all the Travel Authorization Header fields, (Travel From/To as Location BOSTN, and Date From/To)
    20.- At the Travel Authorization Line level, have the system default, or manually select the Expense Type PERDIEM, but the Line Amount field is displaying a blank value, as expected, because Per Diem Range has not been defaulted/selected yet
    21.- Click on the Details button, and then, at the Line Detail sub-page, manually select the Per Diem Range value of 0-2
    22.- Confirm that the Line Amount field is still now displaying a value of 100.00 USD, correctly
    23.- Click on Done button, and on the main Travel Authorization page confirm Line and Header Amounts are reflecting a value of 100.00 USD
    24.- Click on the + icon to manually add a new Travel Authorization Line
    25.- Select the Expense Type of PDLUNCH in this new row
    26.- Confirm that the Line Amount is pre-populated with an amount of 100.00 USD
    27.- ISSUE: The system should have defaulted a value of 33.00 USD, if Expense Type is PDLUNCH

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.

The Travel Authorization Line Amount field for second and subsequent Per Diem related lines will have incorrect amount values, and if not caught by the Employee before submission, or the Approver Users during workflow, the company will generate a payment reimbursement with an incorrect amount once defaulted into Expense Reports.

When adding new Travel Authorization Lines in Fluid User Interface, the system should be able to correctly populate, or re-calculate, the Line Amount depending on the Per Diem Expense Type selected, and Per Diem Range fields.

Changes

Cause

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