EEX 9.2: Cancelled Travel Authorization Is Incorrectly Set Back to Approved Status if the Denied Expense Report to Which It Was Associated Gets Deleted Online (Doc ID 2967899.1)

Last updated on AUGUST 15, 2023

Applies to:

Symptoms

Travel Authorization transactions that have been manually cancelled by the Employee, (PS_EX_TAUTH_HDR.TRAVEL_AUTH_STATUS = 'CLS'), get automatically reverted to Approved status, (PS_EX_TAUTH_HDR.TRAVEL_AUTH_STATUS = 'APR'), when the denied Expense Report they have been associated with gets deleted online.

REPLICATION STEPS:

    1.- Create a new Travel Authorization transaction, and submit it for approval (Navigation Path: Employee Self Service Fluid Homepage > Travel Authorizations Tile > Add Travel Authorization)
    2.- As an Approver, review and approve the submitted Travel Authorization (Navigation Path: Employee Self Service Fluid Homepage > Approvals Tile > Pending Approvals)
    3.- Copy the Approved Travel Authorization into a new Expense Report transaction, and submit it for approval (Navigation Path: Employee Self Service Fluid Homepage > Travel Authorizations Tile > Copy To Expense Report)
    4.- As an Approver, review and this time deny the submitted Expense Report (Navigation Path: Employee Self Service Fluid Homepage > Approvals Tile > Pending Approvals)
    5.- As the Employee, proceed to mark the Travel Authorization as cancelled (Navigation Path: Employee Self Service Fluid Homepage > Travel Authorizations Tile > Approved filter > Cancel Travel Authorization)
    6.- Proceed to delete the denied Expense Report transaction (Navigation Path: Employee Self Service Fluid Homepage > Expenses Tile > Expense History Tile > Delete Report)
    7.- As the Employee, confirm that the Travel Authorization has been reverted into Approved status (Navigation Path: Employee Self Service Fluid Homepage > Travel Authorizations Tile > Approved filter)

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 system is automatically re-opening the Travel Authorization, which can later on be eligible for default into a new Expense Report if not realizing it. This forces the Employee to manually cancel the Travel Authorization a second time, which is not user-friendly.

If the Travel Authorization has been manually cancelled, the system should keep the status as such, and not revert it to Approved. If that is though the intended design, some warning message should be placed when deleting the associated Expense Report, asking Employee if they wish to keep the Travel Authorization as Closed/Cancelled, or re-open it as Approved.

Changes

Cause

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