EEX 9.2: Exception Comments for Duplicate Expense Field Is Not Displayed at Fluid Expense Report Line Level When Duplicates Are Detected (Doc ID 2939788.1)

Last updated on MAY 18, 2023

Applies to:

Symptoms

Having entered multiple Expense Report Line transactions with the same values on the Expense Date, Expense Type, Expense Amount, and Transaction Currency Code fields, the system correctly flags the rows with an Exception Comments bubble icon indicating that duplicate transactions have been found. However, the Exception Comments section at the bottom of the page is not being displayed, and neither is the Duplicate Expense button. As a result, the Exception Comment sub-page for duplicate transactions, (Panel EX_DUP_CMNT_SCF), is not available for the Employee to enter a justification as to why several expenses may be identical.

This problem takes place when the Expense Amount of the identified Transaction Lines is less than the Receipt Minimum Amount defined at the Receipt Required Exceptions section.

REPLICATION STEPS:

    1.- Log into the FSCM Online Application as a System Administrator
    2.- Navigate to: Set Up Financials/Supply Chain > Install > Installation Options > Expenses
    3.- Define the following criteria:
         a) Option = Attachments Only
         b) Attachment Location = Header and Line
         c) Duplicate Review Required = N
    4.- Navigate to: Set Up Financials/Supply Chain > Business Unit Related > Expenses > Expenses Definition
    5.- Open GL Business Unit US001
    6.- Go to the Receipts Required tab, and define the below settings:
         - Receipt Required = Always
         - Minimum Receipt Amount = 60.00 USD
         - Enforce Receipt = Y
         - Header Receipt for All Lines = Y
         - Comments Required = Y
         - No Receipt Reason = (Blank)
         - In the Exceptions section:
              - Expense Type = AUTO
              - Payment Type = Cash
              - Receipt Required = Always
              - Minimum Receipt Amount = 15.00 USD
              - Enforce Receipt = Y
              - Comments Required = Y
    7.- Navigate to: Travel and Expenses > Manage Employee Information > Update Employee Detail
    8.- Open the Expenses Profile from Employee ID KU0021
    9.- Go to the Organizational Data tab, and ensure the GL Unit is US001
    10.- Go to the User Defaults tab, and ensure that the 'Receipts Not Required' check-box is not selected
    11.- Log into the FSCM Online Application as an Expenses User
    12.- Go to the Employee Self Service Fluid Homepage
    13.- Click on the Expenses Tile
    14.- Click on the Create Expense Report Tile
    15.- Enter the needed values at the Expense Report Header level (Business Purpose, Description, Default Location)
    16.- Select the Expense Report Action of 'Add Expense Lines'
    17.- The system loads the Fluid Expense Entry page with almost all fields in blank
    18.- Manually add Expense Report Line #1 with the below values:
         a) Expense Type = AUTO
         b) Payment Method = Cash
         c) Amount = 10.00
         d) Currency Code = USD
    19.- Manually add Expense Report Line #2 with the exact same values:
         a) Expense Type = AUTO
         b) Payment Method = Cash
         c) Amount = 10.00
         d) Currency Code = USD
    20.- Save the changes
    21.- Confirm that the system has flagged both transaction line with the Exception Comments bubble icon on the left hand side panel
    22.- PROBLEM: Scroll down at the bottom of the Expense Entry page for each of the Transaction Lines, and confirm that the 'Exception Comments' section is missing

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 Users are getting confused with the current system behavior, because while the Expense Report Lines have been flagged with errors, the Exception Comment sub-page for duplicate transactions, (Panel EX_DUP_CMNT_SCF), is not available for the Employee to enter a justification. Such comments are crucial for Approvers to review and understand whether the transactions submitted are valid, or duplicates when one or more may need to be denied. This is denying the approvals of the affected Expense Reports.

If the system has detected any potential duplicates, whether the 'Duplicate Review Required' new functionality is enabled, or not, at the Expenses Installation Options level, the Fluid Expense Entry page should display at the bottom of each identified Transaction Line the Exception Comments section, with the Duplicate Expense button.

Changes

Cause

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