EAP: View Attachments Section Missing on the Fluid Approvals > Payment Request Page for Approver (Doc ID 3029142.1)

Last updated on JUNE 16, 2024

Applies to:

Symptoms

The View Attachments section is missing on the Fluid Approvals > Payment Request page for the Approver when specific steps are performed prior to submitting the Payment Request for approval. The specific steps performed are adding and deleting an Attachment, selecting “Save For Later”, and using the Activity Guide / Train Stop to move a specific task.

STEPS TO REPLICATE
1. Set Up Financials/Supply Chain > Product Related > Procurement Options > Vouchers > Payment Request Template - select Workflow Approval
2. PeopleTools > Security > User Profiles > User Profiles
    a. Display User ID = XXX (User ID that will be entering the Payment Request)
    b. User Profiles > Workflow page, Supervising User ID = YYY (User ID that will be approving the Payment Request)
3. Log in as XXX
4. On the Fluid Home page, select the Payment Request tile
5. Payment Request Center, click the + sign
6. Payment Request > Summary page, Step 1 of 4: Summary
    a. Enter a Payment Request
    b. Click Attachments (0)
    c. Attachments page, add an Attachment
    d. User, Name, and Date/Time Stamp fields are populated for the Attached File
    e. Click Done
    f. Step 1 of 4: Summary shows Attachments (1)
    g. Click Next
7. Payment Request > Supplier page, Step 2 of 4: Supplier
    a. Add Supplier
    b. Click Next
8. Payment Request > Invoice Details page, Step 3 of 4: Invoice Details
    a. Add Invoice Details
    b. Click Next
9. Payment Request > Review and Submit page, Step 4 of 4: Review and Submit
    a. Click the 3 dots (More Actions)
    b. Select Save For Later
    c. Click Exit
10. Payment Request Center, re-select the Payment Request that was just created
11. Payment Request page, click Update
12. Payment Request > Summary page, Step 1 of 4: Summary
      a. Click Attachments (1)
      b. Attachments page, click Edit
      c. Check the Attached File box
      d. Click Delete
      e. Attachment deleted
      f. Click Done
      g. Step 1 of 4: Summary shows Attachments (0)
      h. Click the 3 dots (More Actions)
      i. Select Save For Later
      j. Click Next
13. Payment Request > Supplier page, Step 2 of 4: Supplier
      a. No updates to Supplier
      b. Click Next
14. Payment Request > Invoice Details page, Step 3 of 4: Invoice Details
      a. No updates to Invoice Details
      b. Click Next
15. Payment Request > Review and Submit page, Step 4 of 4: Review and Submit - At the top of the page, select 1-Summary from the Activity Guide / Train Stop
16. Payment Request > Summary page, Step 1 of 4: Summary
      a. Click Attachments (0)
      b. Attachments page, add another Attachment
      c. User, Name, and Date/Time Stamp fields are populated for the Attached File
      d. Click Done
      e. At the top of the page, select 4-Review and Submit from the Activity Guide / Train Stop
17. Payment Request > Review and Submit page, Step 4 of 4: Review and Submit
      a. Click Attachments (1)
      b. Attachments page, notice that only the Name field is populated for the Attached File - User and Date/Time Stamp fields are now blank
      c. Click Done
      d. Click Submit
      e. Click OK to the message - The current Payment Request will be submitted. Click OK to proceed.
18. Payment Request Center - Payment Request shows Request Status = Pending
19. Log in as YYY
20. Click the Approvals tile
21. Click the above Payment Request
22. Payment Request page, the View Attachments section is missing
23. Log in as XXX
24. Employee Self Service > Payment Request Center
25. Under Requests, for the above Payment Request, click the Review icon
26. Review Page
      a. Notice the Attachments (1) link is displayed
      b. Click Attachments (1)
      c. Payment Request Attachments page, even though the User, Name, and Date/Time Stamp fields are blank, the View icon is available to view the attached file

Changes

Cause

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