EEX 9.2: Fluid Expense Report Review Duplicate Lines Button Not Being Displayed on All Identified Potential Transaction Lines From Original Expense Report (Doc ID 2959019.1)

Last updated on JULY 07, 2023

Applies to:

Symptoms

The Duplicate Expense validation logic does not seem to be working as per expected, having true duplicate expenses not getting the 'Review Duplicate Lines' button displayed online in the Fluid Expense Entry page.

This is happening for Transaction Lines copied from an existing Line within the same Expense Report, but later modified (example: different amount), to be an exact match for a Transaction Line created on a subsequent Expense Report. While the later created Expense Report gets its Transaction Line properly flagged, and with the 'Review Duplicate Lines' button displayed, the original Transaction Line from the first expense Report is not.

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.- Ensure that the 'Duplicate Review Required' check-box is not selected
    4.- Log into the FSCM Online Application as an Expenses User
    5.- Go to the Employee Self Service Fluid Homepage
    6.- Click on the Expenses Tile
    7.- Click on the Create Expense Report Tile
    8.- Enter the needed values at the Expense Report Header level (Business Purpose, Description, Default Location)
    9.- Select the Expense Report Action of 'Add Expense Lines'
    10.- The system loads the Fluid Expense Entry page with almost all fields in blank
    11.- Manually add Expense Report Line #1 with the below values:
         a) Expense Date = 04/24/2023
         b) Expense Type = GROCERIES
         c) Amount = 7.00
         d) Currency Code = USD
    12.- Save the transaction
    13.- Click on the MORE button from the left hand side panel
    14.- Select the first line, and click on COPY button
    15.- On the Copy Expense pop up page, select 04/24/2023 as Expense date From/To, and click on DONE button
    16.- The system creates a second Expense Line with all same values
    17.- Save the changes
    18.- The system correctly flags both Expense Report Lines as potential duplicates, and displays on both the 'Review Duplicate Lines' button
    19.- For the Expense Report Line #2, change the Expense Amount from 7.00 USD to 10.00 USD
    20.- Save the changes
    21.- Confirm that the system no longer keeps any of the lines flagged as potential duplicates
    22.- Navigate back into the Expenses Fluid Homepage
    23.- Click on the Create Expense Report Tile to create a second transaction
    24.- Enter the needed values at the Expense Report Header level (Business Purpose, Description, Default Location)
    25.- Select the Expense Report Action of 'Add Expense Lines'
    26.- The system loads the Fluid Expense Entry page with almost all fields in blank
    27.- Manually add Expense Report Line #1 with the below values:
         a) Expense Date = 04/24/2023
         b) Expense Type = GROCERIES
         c) Amount = 7.00
         d) Currency Code = USD
    28.- Save the transaction, and confirm it is getting flagged as duplicate (original Expense Report, against Transaction Line #1)
    29.- Click on the MORE button from the left hand side panel
    30.- Select the first line, and click on COPY button
    31.- On the Copy Expense pop up page, select 04/24/2023 as Expense date From/To, and click on DONE button
    32.- The system creates a second Expense Line with all same values
    33.- Save the changes
    34.- The system correctly flags both Expense Report Lines as potential duplicates, (of one another, but also original Expense Report, against Transaction Line #1), and displays on both the 'Review Duplicate Lines' button
    35.- For the Expense Report Line #2, change the Expense Amount from 7.00 USD to 10.00 USD
    36.- Save the changes
    37.- The system correctly still flags both Expense Report Lines as potential duplicates, (Line #1 and Line #2 are duplicates of the original Expense Report, respective lines), and displays on both the 'Review Duplicate Lines' button
    38.- Navigate back into the Expenses Fluid Homepage
    39.- Click on the My Expense Reports Tile
    40.- Find the original Expense Report, and open it
    41.- PROBLEM: Confirm that Transaction Line #2 (the one copied, and later updated by amount), still shows the Exception Comments icon on the left hand side panel, but the 'Review Duplicate Lines' button is not displayed

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 Employees are getting confused with the current system behavior, because while the Expense Report Lines have been correctly flagged as potential duplicates (Exception Comments icon is being displayed on the left hand side panel), the 'Review Duplicate Lines' button is not getting displayed. As such, Employees do not know how to locate if there exists a true duplicate expense for the flagged line.

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 'Review Duplicate Lines' button should get displayed for those copied and later updated Transaction Lines.

Changes

Cause

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