EEX 9.2: Change Accounting Date on Modify Approved Transactions Not Prompt for a Budget Check
(Doc ID 3015157.1)
Last updated on APRIL 15, 2024
Applies to:
PeopleSoft Enterprise FIN Expenses - Version 9.2 to 9.2 [Release 9]Information in this document applies to any platform.
Symptoms
On the Modify Approved Transactions page, the system does not prompt for a budget check if the Accounting Date is changed on an Expense Report. Because of this, there are differences in the Accounting/Budget Dates on the Expense Report compared to the dates/periods in Commitment Control.
Steps to reproduce the isssue:
1.- Define Budget for Expenses
2.- Log into the FSCM Online Application as an Expenses User
3.- Navigate to: Employee Self-Service > Travel and Expenses > Expense Reports > Create/Modify
4.- Add New Expense Report Tab
5.- Click on Add
6.- Filling all Expense Report Required fields.
7.- Click on Summary and Submit
8.- Select the Check box "By checking this box, I certify the expenses submitted are accurate and comply with expense policy."
9.- Click on submit expense report
10.- Log into the FSCM Online Application as an Expenses Approver
11.- Approve and Budget checking the Expense Report
12.- Log into the FSCM Online Application as an Expenses Approver
13.- Navigate to: Travel and Expenses > Expenses WorkCenter
14.- Go to Modify Approved Transactions
15.- Open to View the Expense Report
16.- Change the Accounting Date & Save
17.- Issue : the system does not prompt for a budget check if the Accounting Date is changed on an Expense Report
Changes
Cause
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In this Document
Symptoms |
Changes |
Cause |
Solution |
References |