EEX 9.2: Unable To Delete a Denied Expense Report, or Travel Authorization, if Budget Check Request Has Been Run on Batch Mode (Doc ID 3059073.1)

Last updated on NOVEMBER 14, 2024

Applies to:

Symptoms

When Denying an Expense Report, or a Travel Authorization, during approvals, the system triggers a Budget Check Request that runs individually for those transactions, and removes all rows in related Commitment Control Tables, if that feature has been enabled. At that stage, those transaction would qualify for online deletion if needed.

However, if the Budget Check Request is launched in Batch mode any time after that denial step, the system picks those transactions once again, and generates one single row into the PS_KK_SOURCE_HDR table, while all other remaining KK Tables are left empty.

REPLICATION STEPS:

    1.- Set Up Commitment Control for TA and ER
    2.- Log into the FSCM Online Application as an Expenses User
    3.- Navigate to: Employee Self-Service > Expenses Tile> Expense > Create Expense Report
    4.- Filling all Expense Report Required fields using the ChartFields with budget
    5.- Click on Summary and Submit
    6.- Log into the FSCM Online Application as an Expenses Approver
    7.- Navigate to: Employee Self-Service > Approvals > Expense Report
    8.- Select the ER/TA Click on Approve but only to Run Budget Check
    9.- Review the Data on Commitment Control Tables and ER/TA Tables by SQL
    10.- Refresh the Page and Deny the ER/TA.
    11.- The system run again the process to validate the Budget.
    12.- The Process Clean the Commitment Control Tables. and update the Budget Status for ER/TA.
    13.- Go to Travel and Expenses > Manage Accounting > Request Budget Check
    14.- Run Budget Check on Batch Mode
    15.- OBSERVATION: hen Request Budget Checking on Batch Mode and select Option All the Process populate the tables PS_KK_SOURCE_HDR, but not the PS_KK_SOURCE_LN, PS_KK_ACTIVITY_LOG, PS_KK_TRANS_LOG.
    16.- Navigate to: Employee Self Service > Travel and Expenses Center > Expense Reports > Delete
    17.- PROBLEM: The denied Expense Report is no longer being retrieved in the search, (same would be for a Travel Authorization).

The denied Expense Report cannot be deleted, and as such, its linked Travel Authorization does not get released, so it can be re-used once again. Same problem if the Travel Authorization needs to be deleted after that, it will not show online anymore in the delete TA page.

If a Travel Authorization, or Expense Report, has been denied, the system should allow the User to delete it if needed.

Changes

Cause

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