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EEX 9.2: Expense Type Description Field Displaying Blank When Checking Existing Fluid My Wallet Transactions if Record Group EX_01 Points to Different Set ID Value (Doc ID 2921214.1)

Last updated on JANUARY 13, 2023

Applies to:

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


A problem has been detected when reviewing existing transactions in My Wallet feature, where the Expense Type field is displaying blank, even though a value has been defined earlier.

This seems to be taking place when at the TableSet Control definition, Record Group EX_01 (Expenses Options) is pointing to a different Set ID that the one used to configure the Expense Type Codes, which are stored under Record PS_EX_TYPES_TBL.


    1.- Log into the FSCM Online Application as a System Administrator User
    2.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Purchase > Create Expense Type Codes
    3.- Search under Set ID SHARE, and confirm the system contains the configuration for Expense Type SUPPLY
    4.- Search under Set ID US001, and confirm that there are no Expense Type Codes defined
    5.- Navigate to: Set Up Financials/Supply Chain > Business Unit Related > Expenses > Expenses Options
    6.- Define a new configuration for Expenses Options under Set ID US001
    7.- Navigate to: PeopleTools > Utilities > Administration > Maintain TableSet Controls
    8.- Open Set Control Value US001
    9.- Find Record Group EX_01, and change it so that Set ID points to a value of US001
    10.- Ensure that Record Group EX_01 keeps pointing to Set ID SHARE
    11.- Log into the FSCM Online Application as an Expenses User
    12.- Go to the Employee Self Service Fluid Homepage
    13.- Click on Expenses Tile
    14.- Click on My Wallet Tile
    15.- Click on Add Expense button
    16.- Create a new Transaction using Expense Type SUPPLY, and save the changes
    17.- Click on the Homepage icon at the top right hand side of the screen
    18.- The system loads the Employee Self Service Fluid Homepage
    19.- Click on Expenses Tile
    20.- Click on My Wallet Tile
    21.- PROBLEM: Review the previously created transaction, and confirm that Expense Type field is empty/blank

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 get confused when reviewing existing My Wallet Transactions in Fluid, as the Expense Type description value is missing altogether, even though the transactions have been created correctly.

The Expense Type Code configuration is stored under Record PS_EX_TYPES_TBL, which is driven by Record Group EX_02 (Business Unit Controls). As such, the codeline from Fluid My Wallet should be pointing to Record Group EX_02 to get the Set ID value to correctly fetch the Expense Type Code's description.

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.




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