EEX 9.2: Workflow Sets Travel Authorization Into Approved Status Even if Subsequent Approval Levels Are Still Pending, When the Approver Selects HOLD and Later APPROVE Options on Online Classic Approvals (Doc ID 3046419.1)

Last updated on SEPTEMBER 08, 2024

Applies to:

Symptoms

A problem has been detected with workflow on Travel Authorizations when using Online Classic Approvals. In a scenario where a transaction has been submitted for approval, and routed to multiple required levels of approval (HR Supervisor, Expense Manager, etc...), should one of the first approvers review the transaction, and place it On Hold, the next time they check it out, and take the action of Approve, workflow incorrectly sets the Travel Authorization status into Approved.

All subsequent approval levels, even as required, will be no longer necessary, as the transaction is already marked as fully Approved.

REPLICATION STEPS:

    1.- Log into the FSCM Online Application as an Expenses User
    2.- Navigate to: Employee Self Service Fluid Homepage > Travel Authorizations Tile
    3.- Click on the 'Add Travel Authorization' button
    4.- Proceed to create a new Travel Authorization, and submit it for approval
    5.- Confirm that workflow has routed the Travel Authorization to HR Supervisor, and Expense Manager approval levels
    6.- Log into the FSCM Online Application as an Expenses HR Supervisor
    7.- Navigate to: Manager Self-Service > Travel and Expenses Center > Approvals > Approve Transactions
    8.- Find the routed Travel Authorization, and open it
    9.- Place some comments, and click on the HOLD button
    10.- Go back to the Approve Transactions console, and confirm that the Travel Authorization has been placed as 'On Hold'
    11.- Open the Travel Authorization once again
    12.- This time around, place some new comments, and select APPROVE button
    13.- Log into the FSCM Online Application as an Expenses User
    14.- Navigate to: Employee Self Service Fluid Homepage > Travel Authorizations Tile
    15.- PROBLEM: Find the Travel Authorization in the section of fully Approved transactions, when it should be 'Approvals in Process' as Expense Manager is still pending

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.

Employees are able to default the Approved Travel Authorization into a new Expense Report, even though the transaction has not gone through all required levels of approval, which causes problems with auditing.

If multiple approval levels are still required on the affected Travel Authorization, workflow should place the transaction status into 'Approvals in Process', to ensure all needed reviews/approvals take place.

Changes

Cause

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