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EEX 9.2: Several Performance Problems Detected When Creating New Expense Reports, or Reviewing Existing Transactions Containing Over 100 Lines, While Using Fluid User Interface (Doc ID 2971363.1)

Last updated on AUGUST 30, 2023

Applies to:

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


An overall performance degradation is being experienced by Employees when creating new Expense Reports, as well as updating, saving, submitting, and/or reviewing existing ones in Fluid User Interface when a high number of transaction lines are involved (100+ in some cases). Specially at the time of defaulting Credit Card Transactions from My Wallet, uploading attachments, and/or using the Hotel Wizard feature to split existing expense lines.

All Patches suggested in (Document 2610671.1) have been applied, but the suggestion to not have more than 30 Transaction Lines in Fluid Expense Reports for Fluid is sometimes not feasible. When the Employee is at a project site for several weeks, and receive the Hotel Lodging checking out invoice, the Credit Card Supplier will bring the expense into the My Wallet. Once there, the expense is defaulted into the Expense Report, and then the Hotel Wizard is used to itemize the Hotel Room Rate, Hotel Room Tax, and meals, as well as additional related expenses. This results in an Expense Report containing well over 50+ Lines, if not over 100 Lines sometimes.


      1.- Log into the FSCM Online Application as an Expenses User
      2.- Go to the Employee Self Service Fluid Homepage
      3.- Click on the Expenses Tile
      4.- Click on the Create Expense Report Tile
      5.- Define all the required Header Fields (Business Purpose, Location, Description, etc...)
      6.- Select the Expense Report Action option of 'Add From My Wallet'
      7.- Select all existing transactions, (around 60 items), and click on Import button
      8.- PROBLEM: The system suffers a performance degradation to default that many transactions from My Wallet into the Expense Entry page
      9.- Go the the Expense Report Header page, and upload a new attachment file
      10.- PROBLEM: The system takes a while before the new file is saved and the transaction updated accordingly
      11.- Back at the Fluid Expense Entry page, select a Hotel Expense Line, and execute the Hotel Wizard feature to split the original expense into 10 new expense lines
      12.- PROBLEM: The system slows down when going through the steps of the Hotel Wizard activity
      13.- Perform a save of the changes performed against the Expense Report
      14.- PROBLEM: The system takes a long time to complete the validations, and save the transaction
      15.- Proceed to the Fluid Expense Summary page, and submit the Expense Report for approval
      16.- PROBLEM: Once again, the system's performance slows down while workflow calculates the routings, and updates the transaction accordingly

      17.- Go to the Employee Self Service Fluid Homepage
      18.- Click on the Expenses Tile
      19.- Click on the My Expense Reports Tile
      20.- Proceed to identify an existing Expense Report containing 120+ Transaction Lines
      21.- Click on it top open it
      22.- PROBLEM: The system's performance slows down, and it takes over 2 and a half minutes to open the transaction

The slow performance the Employees experience when creating/reviewing the transaction online makes it very non-user friendly. Data entry becomes cumbersome, and in the worst cases, sometimes the system times out, leaving the User to have to start from scratch. Credit Card Transactions that need to get itemized at the Expense Report level cannot be split among different Expense Reports. So workaround suggested cannot be used.

The system should be more efficient on data entry/review tasks, and not experience such performance degradation, avoiding un-necessary codeline checks, and eliminating loops.





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