EEX 9.2: Online Classic Expense Report Creation Sets Line Status Automatically to APR (Approved) if Defaulted From Travel Authorization (Doc ID 2938060.1)

Last updated on DECEMBER 05, 2024

Applies to:

Symptoms

When an Expense Report is created via Online Classic Pages, from an eligible Travel Authorization transaction, all defaulted Lines automatically get a status of 'APR' (Approved).

This problem started taking place after implementing the codeline changes introduced by <Bug 34160769> - (SUP - CHANGED RECORDS FOR BASE <BUG 34146097>), delivered within PeopleSoft Enterprise FSCM 9.2 Image #45. New Field #42 EX_LINE_STATUS got added into Record PS_EX_TAUTH_LN_VW, and it is taking the Approved value of the Travel Authorization Line into the Expense Report Line.

This problem is only taking place in Online Classic Pages, while all is working fine in Fluid User Interface.

REPLICATION STEPS:

    1.- Log into the FSCM Online Application as an Expenses Employee
    2.- Navigate to: Employee Self Service > Travel and Expenses Center > Expense Reports > Create/Modify
    3.- Define the Employee ID value, and click on Add button
    4.- At the Create Expense Report main page, select the option of 'A Travel Authorization' from the Quick Start drop-down, and click on GO button
    5.- From the 'Copy from Approved Travel Authorization' modal page/window, find an eligible transaction, and click on SELECT button
    6.- Confirm that all Travel Authorization Line information has been defaulted into the Expense Report
    7.- Click on 'Save for Later' link
    8.- PROBLEM: Query Record PS_EX_SHEET_LINE, and confirm that Field EX_LINE_STATUS has a defaulted value of 'APR' (Approved) on all created lines

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.

As the Expense Report Line Status is set to 'Approved' (Record Field PS_EX_SHEET_LINE.EX_LINE_STATUS = 'APR'), the affected lines will not go through Workflow Approvals, and will not be picked up by the Stage Payments, nor the Post Liabilities processes. This leaves Expense Report Lines unaccounted for, and ineligible for reimbursement.

When the Travel Authorization Lines get defaulted into a new transaction, the Expense Report Lines should have a Status of 'PND' (Pending), so once submitted, they undergo approvals, and qualify for staging, and reimbursement.

Cause

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