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EEX 9.2: Email Notification Sent From Expenses WorkCenter to Employee Owner of Expense Report That Is Within Approvals Does Not List Approver, nor Contains URL Link to Fluid UI (Doc ID 3046383.1)

Last updated on SEPTEMBER 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

At the Expenses WorkCenter level, an Administrator or Expense Manager can review the list of Expense Report transactions still pending approvals, and notify both Approver, and Employee. A couple of problems were detected on the Email Notification sent by workflow from Expenses WorkCenter to the Employee owner of an Expense Report transaction that is currently ongoing through approvals:

    a) While the wording of the email clearly states the "Approver listed below" , the notification does not show the User ID or Employee ID/Name of the Approver at all, only the owner of the Expense Report.
    b) The Email Notification has a URL Link listing the Online Classic Expense Report View page, while Fluid User Interface is what is currently rolled out to Employees.

REPLICATION STEPS:

    1.- Log into the FSCM Online Application as an Expenses Employee (Example User ID EXA1)
    2.- Go to the Employee Self Service Fluid Homepage, and click on the Expenses Tile
    3.- Click on the Create Expense Report Tile
    4.- Define the various Expense Report Header details, and pick the Expense Report Action of ‘Add Expense Lines’
    5.- Fill in the Expense Report Line details, and click on Review and Submit button
    6.- Proceed to submit the Expense Report for approval
    7.- Confirm that the Expense Report got routed by workflow to HR Supervisor (User ID EXS1)
    8.- Log into the FSCM Online Application as a System Administrator
    9.- Navigate to: Travel and Expenses > Expenses WorkCenter
    10.- Identify the submitted transaction from the Expense Reports pending approvals, and confirm that Approver ID is EXS1
    11.- Select the row for the Expense Report transaction, select the Action to 'Notify Employee' and click on GO button
    12.- PROBLEM: The Employee owner of the Expense Report (User ID EXS1) is receiving a confusing Email Notification, as Approver ID is not being listed, while the URL Link is pointing to Online Classic

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 Email Notification sent by workflow does clearly state that the Approver ID is listed within the information details, but that is not the case. The only Employee ID/Name listed is that of the User owner of the Expense Report. When clicking on the URL Link, if Online Classic pages access has been replaced with Fluid UI ones, the User receives an Error Message stating he/she is not authorized to access the page/component.

The Email Notification sent by Workflow from Expenses WorkCenter should include a new field/row for the Approver ID/Name, as well as when clicking on the URL Link contained within, the system should automatically re-route to Fluid UI component/page if access to Online Classic is no longer granted, or replace the complete URL Link with Fluid Menu/Component/Page details.

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.

Cause

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In this Document
Symptoms
Cause
Solution
References


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