EEX 9.2: Travel Authorization Is Stuck At Approvers' Queue When The Approver Does Changes To The Transaction And Clicks Budget Check Before Saving The Changes (Doc ID 3061808.1)

Last updated on DECEMBER 04, 2024

Applies to:

Symptoms

Travel Authorization is stuck at approver's queue when the approver does changes to the transaction and clicks budget check before saving the changes.

STEPS
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Setup:

 1. SetUp Financials/Supply Chain–Install–Installation Options-Products. Verify that Commitment Control is enabled for Expenses and General Ledger.
 2. SetUp Financials/Supply Chain–Install–Installation Options–Expenses. Verify the expenses options to make sure Workflow Enabled=Y, HR Manager–Supervisor=Y and Accounts Payable=Y.
 3. Travel and Expenses–Manage Employee Information–Update Employee Detail. Verify employee KU0021 details to make sure GL BU=US003, Dep=25000 and Supervisor=KU0005.
 4. PeopleTools–Utilities–Administration–Maintain TableSet Controls. Verify the table set control for FS_04 group (Detail Ledgers) and Expense module options (EX_XX) for US003.
 5. SetUp Financials/Supply Chain–Business Unit Related–Expenses–Expense Options. Make sure that for SHARE setid, budget check at approval is checked for TA.
 6. SetUp Financials/Supply Chain–Product Related–Expenses–Management–Approval SetUp–Map Approval Trans Defnition. Make sure the Travel Authorization setup has 3 levels of approval (HR Supervisor, Expense Approver and Prepay Auditor).
 7. SetUp Financials/Supply Chain–Product Related–Expenses–Management–Approval SetUp–Define Approver Profiles. Verify the HR supervisor, expense manager and prepay auditor profiles.
 8. SetUp Financials/Supply Chain–Product Related–Expenses–Management–Approval SetUp–Create Approver List. Create an approval list for US003 / Travel Authorization / Expense Manager and Prepay Auditor.
 9. SetUp Financials/Supply Chain–Product Related–Expenses–Management–Approval Setup–Assign Approvers to Profiles. Assign users to EXPENSE MANAGER and PREPAY AUDITOR approval profiles.
 10.SetUp Financials/Supply Chain–Product Related–Expenses–Management–Approval Setup–Privilege Template. For Expense Manager template, make sure to give full access for transaction lines and distributions.
 11.Travel and Expenses–Manage Expenses Security–Authorize Expense Users. Authorize EXA1 to submit expenses on behalf of employee KU0021.
 12.PeopleTools – Security – User Profiles – User Profiles. For EXA1 user, add employee KU0021. For EXS1 user, add employee KU0005 and add fluid approvals role. For MGR1 user, add fluid approvals role. For MGR2 user, add fluid approvals role.
 13.SetUp Financials/Supply Chain–Product Related–Expenses–Purchase–Create Expense Type Codes.
 13a.For expense type ENTERM (Entertainment – Meals), have the GL account as 650045 on all the billing types.
 13b.For expense type PDIEMDY (Per Diem - Daily Range), have the GL account as 650045 on all the billing types.
 13c.For expense type MIE (Meals and Incidental Expenses), have the GL account as 650045 on all the billing types.
 14.General Ledger–Ledgers–Define Ledger Group. Verify the ledger groups for CC_ORG.
 15.Setup Financials/Supply Chain–Business Unit Related–General Ledger–Ledgers For A Unit. Make sure that the Commitment Control is setup for US003.
 16.SetUp Financials/Supply Chain–Common Definitions–Calendars/Schedules–Budget Period Calendar. Make sure that the calendar for year 2024 is defined.
 17.Commitment Control–Define Control Budgets–Budget Definitions. Verify the budget definition for CC_ORG ledger group.
 18.Commitment Control–Budget Journals–Enter Budget Journals. Create and post a budget journal for March 2024 period.

Replication Steps:
    
1. Login as EXA1 to submit a travel authorization.
2. Home–Employee Self Service–Travel Authorizations. Create a travel authorization. Make sure to have 3 lines on the travel authorization and submit for approval.
3. Logout as EXA1 and login as EXS1 (HR Supervisor).
4. Travel and Expenses–Approve Transactions–Approve Expense Transactions.
4a.Open the travel authorization by clicking on travel authorization id.
4b.Uncheck the 2nd line and provide a reason. Save.
4c.Click Budget Options and run budget check.
4d.Click Save Changes.
4e.Re-open the travel authorization. Approve the 2 selected lines on the travel authorization.
5. Logout as EXS1 and login as MGR1 (Expense Manager).
6. Travel and Expenses–Approve Transactions–Approve Expense Transactions.
6a.Open the travel authorization.
6b.Delete the 1st line and DO NOT SAVE.
6c.Click Budget Options and run budget check.
6d.Click Save Changes.
6e.Re-open the travel authorization. Approve the pending 3rd line on the travel authorization. Even though the transaction is approved, it still shows as pending.

Changes

Cause

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