EEX 9.2: Fluid Approvals Expense Report Line Add Attachment Icon Grayed Out To Upload New Files Even if Privilege Template Is Defined To Add Attachments (Doc ID 2972786.1)

Last updated on SEPTEMBER 06, 2023

Applies to:

Symptoms

Even though at the Privilege Template for Expense Reports the Attachments option has been defined as ADD, the Approver Users in Fluid Approvals are unable to upload any new files at the Transaction Line level for submitted Expense Reports when performing Fluid Approvals.

REPLICATION STEPS:

    1.- Log into the FSCM Online Application as a System Administrator User
    2.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Privilege Template
    3.- Open the Privilege Template for Expense Reports, and HR Supervisor level, and at the Attachments option, define ADD value
    4.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Define Approver Profiles
    5.- Open the HR Supervisor Approver Profile, and at the Expense Report line, define the Privilege Template configured
    6.- Navigate to: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Map Approval Trans Definition
    7.- Under Set ID SHARE, open the Transaction Type Expense Report, and make sure that HR Supervisor is selected as active
    8.- Navigate to: Set Up Financials/Supply Chain > Business Unit Related > Expenses > Expenses Definition
    9.- Open the Expenses Business Unit to test with, and go to the Receipt Required tab. Enable the below settings:
              a) Receipt Required = Always
              b) Minimum Receipt Amount = 60.00 USD
              c) Enforce Receipt = N
              d) Header Receipt for All Lines = N
              e) Comments Required = Y
    10.- Log into the FSCM Online Application as the Expenses Employee
    11.- At the Employee Self Service Fluid Homepage, click on the Expenses Tile
    12.- Click on the Create Expense Report Tile
    13.- Define all Expense Report Header field values, and choose the Expense Report Action of 'Add Expense Lines'
    14.- Define all the Expense Report Line information, for an Expense Amount of 100.00 USD
    15.- Save the transaction at this stage
    16.- Confirm that the validations have set the Expense Report Line in error due to missing receipt which is required
    17.- Click on the Missing Receipt Exception Comments button, and manually add a justification (For example: HR Supervisor will upload receipt file)
    18.- Save the changes, confirm the Transaction Line is no longer flagged in Error, and submit for approval
    19.- Log into the FSCM Online Application as the Expenses HR Supervisor
    20.- Go to the Employee Self Service Fluid Homepage, and click on Approvals Tile
    21.- At the Pending Approvals page, identify the submitted Expense Report, and open the transaction
    22.- Click on the 'Expense Details' link from the main Expense Report page
    23.- Once at the Expense Summary page, click on the View Details button
    24.- At the Expense Entry page, find the Line with 100.00 USD, and click on the Receipt Attachments button
    25.- PROBLEM: The Add Attachments button is visible, but grayed out, so Approver cannot upload any files needed

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.

Expense Reports cannot be approved for payment without all receipt documentation having been uploaded, and as such, this is delaying approvals, which in turn, may affect the timing on reimbursing Expense Reports to Employees, and Credit Card Suppliers.

If the Approver's Privilege Template for Expense Reports is defined so that Attachments can be added by the Approver, then Fluid Approvals should allow the Add Attachments button to be clickable by the User performing approvals.

Changes

Cause

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