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MarkView Expense Management - Receipts Missing flag in Oracle ignored by MarkView

Summary

4176

Applies To

  • ERP System: Oracle
  • MarkView Version: Version 6.x

Behavior

  • MarkView Expense Management for Oracle Applications only releases Expense Reports for Manager Approval when the related receipts have been faxed in.
        However, Oracle provides the user to select the "Receipt Missing" option at an expense report line item level.
        Even if this "Receipt Missing" option is selected by the user, MarkView Expense Management for Oracle Applications does not take the associated flag into account, so if an Expense Report has a single line item and the "Receipt Missing" option has been flagged, it will still not be released for Manager Approval until a receipt is faxed in.

Known Causes

  • This is a known issue (Bug 25293) and is under consideration for correction in a future release.

Resolution

The following workaround can be used but please read the note below:

  1. The user faxes in a dummy receipt which releases the Expense Report for Manager Approval.
  2. A customization of the MVOA_OIE_Custom package body can be implemented, as outlined below:

The ReceiptsRequiredForManager function in the MVOA_OIE_Custom package determines whether a newly created Expense Report should be released for Manager Approval or not. The default is to require receipts to be faxed in if the following query returns a count > 0.

SELECT count(*)
INTO l_num_req_receipts
FROM ap_expense_report_lines_all
WHERE report_header_id = ReportHeaderID
AND nvl(receipt_required_flag, 'N') = 'Y';

i.e. Are there any expense report line items that have a receipt_required_flag set to 'Y'.

This can be edited to take the Receipt Missing flag into account:

SELECT count(*)
INTO l_num_req_receipts
FROM ap_expense_report_lines_all
WHERE report_header_id = ReportHeaderID
AND nvl(receipt_required_flag, 'N') = 'Y'
AND nvl(receipt_missing_flag,'N') = 'N';

i.e. Are there any expense report line items that have a receipt_required_flag set to 'Y', but do not have a receipt_missing_flag set to 'N'.

After this customization is added, an Expense Report that has a single line item and the "Receipt Missing" option has been flagged, will be released for Manager Approval without requiring a receipt is faxed in.

Note:
Normally, this type of customization is implemented by Kofax Consulting. If you want to make this change on your own, such a change is considered a Non-Standard Modification to your MarkView solution. The support of such a change is limited.

Keywords: 25293 Receipt Missing ap_expense_report_lines_all receipt_missing_flag receipt_required_flag