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EGL: Saved Searches in Create/Update Journal Entries with Line Business Unit and Source Not Getting Cleared. (Doc ID 3013065.1)

Last updated on MARCH 27, 2024

Applies to:

PeopleSoft Enterprise FIN General Ledger - Version 9.2 and later
PeopleSoft Enterprise PT PeopleTools - Version 8.60 and later
Information in this document applies to any platform.

Symptoms

Saved Searches in Create/Update Journal Entries do not clear the Line Business Unit and Source fields values.
For instance, a saved search has BUSINESS_UNIT and JOURNAL_DT as criteria.  This is then saved as January 1, 2023.
User, then, created a search by filling in BUSINESS_UNIT and JOURNAL_DT with SOURCE, and saved as February 1, 2023.
When user clicks on saved search January 1, 2023, and the Source is filled in with value from previous search and is not cleared out.
The same thing is noted with BUSINESS_UNIT, JOURNAL_DT, SOURCE and LINE BUSINESS UNIT saved as March 2023.
When user runs the first saved search again, the SOURCE and LINE BUSINESS UNIT are still filled in from previous search and are not cleared out.
In order to make each search work, user has to click on Clear before running the saved search.

Steps to replicate:

1.  Navigate to Go to General Ledger > Journals > Journal Entry > Create/Update Journal Entries
2.  In Find an Existing Value page, populate fields Business Unit, Journal Date and Line Business Unit.
3.  Click Search button.
4.  Save Search.
5.  Go back to Find an Existing Value page, populate fields Business Unit, Journal Date and Source field and Save Search.
6.  Toggle between saved searches and some fields not getting cleared.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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