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EEX 9.2: Amount Related Fields From Delivered EXC4500 BI Publisher Report Definition (Expense Report Print) Remain Empty/Blank if Default Output Format Is XLS (Doc ID 2976893.1)

Last updated on OCTOBER 02, 2023

Applies to:

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


When using the Fluid Expense Report option to 'View Printable Report' in the Expense Summary page, the system generates a printed version of the expense transaction with all its information. However, if the EXC4500 BI Publisher Report Definition is modified to have the Default Output Format as XLS instead of PDF, none of the Amount related Fields/Cells are populated, leaving them as blank.

    - Transaction Amount
    - Base Amount
    - Employee Expenses
    - Cash Advances Applied
    - Non-Reimbursable Expenses
    - Prepaid Expenses
    - Amount Due to Supplier
    - Amount Due to Employee


    1.- Log into the FSCM Online Application as a System Administrator User
    2.- Navigate to: Reporting Tools > BI Publisher > Create BIP Report Definitions
    3.- Open the existing Definition for EXC4500
    4.- Go to the Output tab
    5.- Change the Default Output Format Options from PDF to XLS
    6.- Save the changes
    7.- Log into the FSCM Online Application as an Expenses Employee
    8.- Go to the Employee Self Service Fluid Homepage
    9.- Click on the Expenses Tile
    10.- Click on the Create Expense Report Tile
    11.- Fill in the Expense Report Header details, and select the Expense Report Action of 'Add Expense Lines'
    12.- At the Expense Entry page, define all needed values for the Transaction Line, and place an amount of say 35 GBP (foreign currency)
    13.- Save the changes
    14.- Click on the Review and Submit button
    15.- Once at the Expense Summary page, click on the 'View Printable Report' button
    16.- The system pops up a new window to save the newly generated XLS spreadsheet file
    17.- Save, and open the newly created Excel spreadsheet
    18.- PROBLEM: Confirm that all Amount related Fields/Cells are empty/blank

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 problem.

The BI Publisher Report Definition EXC4500 cannot be used in Excel format, as crucial information is missing, confusing the Employees.

If the BI Publisher Report Definition Output Format Option is configurable on the delivered EXC4500 report, and XLS value is set as default, it should properly populate and display all required information details, including amounts.

NOTE: In the images/screenshots/examples mentioned and/or the attached document, user details / company name / address / email / telephone number represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance).  Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.




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