FIN, ESA, ALM Release 9.1 Bundle #13 Release Notes

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ReleaseNotesJun-11PeopleSoft Enterprise Release Notes - 9.1 Bundle #13For FMS, ESA AND ALM ProductsThese release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 9.1 Bundle #12ProductFunctional CategoryBugIDReported Problem DescriptionResolution DescriptionAsset ManagementConversion12323210EAM: COMBO EDIT ABENDING IN AMIF1000 FOR BU'S WITH MULTIPLE CORPORATE BOOKS USINGWe modified the Transaction Loader process AMIF1000 so that it goes to success.Depreciation11901046NEGATIVE NBV FOR RETIRED ASSET WITH SALVAGE VALUEWe modified the depreciation calculation process AMDPCALC to calculate depreciation correctly when an asset with salvage value and accumulated depreciation is fully retired.12346977GETTING PEOPLE CODE ERROR WHEN TRYING TO OPEN DEPRECIATION SUMMARY BY COST TYPEWe modified records/pages objects to resolve an error while opening the Depr Summary by Cost Type page.12588709UNIQUE CONSTRAINT ERROR WHEN ADJUSTMENT ON ASSET WITH DB AND LOW LIMITWe modified the depreciation calculation process AMDPCALC to resolve unique constraint error when it is run for an adjustment transaction of an asset with Declining Balance and Low limitDepreciation Bonus11805872EAM: BONUS DEPRECIATION INCORRECT FOR ASSETS WITH DEPRECIATION LIMITSWe added new 50% depreciation bonus to Tax Relief Act 2010 and new depreciation limits for the Safe Harbor accounting method.Depreciation Group12427118AMGROUP ASSET DEPRECIATION IS ERRORING.We modified the parent/child retirement process of group assets to resolve a unique constraint error.Functionality12365820EAM: THE PROMPT TABLE FOR REVIEW VOUCHERS PAGE DOES NOT FIND BUSINESS UNITWe changed the prompt table so as to display AP Business Units.12556026AM: WHEN DOING IUT NON CAP ROWS ARE DISTRIBUTED TO ALL BOOKSWe modified the PeopleCode so that non cap rows are distributed to books correctly when doing IUT.Asset ManagementIntegration AP12334858ADDING ASSETS VIA AP DOESN'T TRIGGER THE CAPITALIZATION LIMIT DEFINED IN AMWe modified pages, records, PeopleCode, and the application engine program so that adding assets via AP triggers the capitalization limit defined in AM.Inter Intra Unit11931568EAM: HYPERLINK DOES NOT WORK. DISPLAYS HTML ERROR ON THE LEFT CORNER OF THE BROWWe modified the field label so that the hyperlink works fine on the Interunit Transfer Definition page.Interface12376013EAM: AMIF1000 EXCLUDES IUT ALTHOUGH COST IS OVER CAPITALIZATION THRESHOLDWe modified several SQLs of application engine process AMIF1000 so that it successfully uploads interfaces.Leases12541584AM: LEASE CALCULATE BUTTON GIVES INCORRECT COST AND DUPLICATE DOC SEQ NUMBERSWe modified the PeopleCode so that document sequencing does not duplicate and MRP is calculated correctly.Reports11770169EAM: ASSET APPEARING TWICE IN AMGL1000 REPORTWe modified the AM to GL Reconciliation process to populate COST correctly in AM_GL_RECON_TBL.12531012AM:CF_TEMPLATE & RF_TEMPLATE ISSUESWe modified the PeopleCode for the CF and RF template.Update Delete Pending Trans12399989AM:FIELD DOES NOT EXIST -- ASSET_TXN11_VW.BUSINESS_UNIT_PC. (2,104)We added PC chartfields to resolve the runtime PeopleCode error when users save the Change/Delete Pending Transactions page.Cash ManagementBanks and Counterparties11779835ENABLE SEPA (SINGLE EUROPEAN PAYMENT AREA) PAYMENTS FOR GLOBAL PAYROLL EMEAWe modified PeopleCode in Records and Application Packages to integrate SEPA payments with Global Payroll.12425577EXTERNAL BANK ACCNT PAGE ALLOW SAVING WITH NO DFI ID EVEN WHEN CHK METHOD EXISTSWe modified PeopleCode in the record BANK_ACCT_MTHD to include validation for DFI ID in the External Accounts page.Cash Position Worksheet12414620POSITION MANAGER RESULTS GRID LIMITED TO 15 ROWS.We modified the grid properties on the page POS_IMPCT_RSLT_PNL so the rows on the Position Manager Results page are not limited to 15.Cash ManagementCash Sweep11924067CM RUN CONTROL PAGES SHOWING DIFFERENT USER ID WHILE ADDING A NEW RUN CONTROL IDWe modified component search records and added record PeopleCode to ensure proper request selection.Dispatch Payments12572236PAYMUL FORMAT PAYMENT FILE CONTAINS INCOMPLETE ADDENDA INFO FOR EFT TRANSFERSWe modified PeopleCode in the Application Package TR_FORMAT so the PAYMUL format payment file contains complete addenda information for EFT transfers.Payment Processing11884395ENABLE SEPA (SINGLE EUROPEAN PAYMENT AREA) PAYMENTS FOR GLOBAL PAYROLL EMEAWe modified PeopleCode in Records and Application Packages to integrate SEPA payments with Global Payroll.Settlements and Transfers12433991DEAL SETTLEMENTS WITH AN EFT PAYMENT LAYOUT THAT IS INVALID FOR A BANK ACCOUNT CWe modified PeopleCode in the Component STL_SELECTION and STL_APPROVAL so the transactions with an invalid payment method and invalid layout for a bank account cannot be selected or approved.ContractsAmendments12396385PSFT CA: REVENUE PLAN STATUS NOT UPDATED TO ACTION REQUIRED AFTER AMENDMENTWe modified the application so that an amendment cannot be set to ready status when revenue plan events are in progress.Billing12322700RECURRING CA_BI_INTFC SENDS INCORRECT AMOUNT TO BILLINGWe modified the application so that the Contracts to Billing Interface process (CA_BI_INTFC) sends correct amounts to billing for recurring billing plans.12382506CA_BI_INTFC FOR RECURRING BILL IS NOT POPULATING THE ACTIVITY_TYPEWe modified the application so that the activity type field is populated correctly in the billing interface table for recurring bills.Milestones12535426DELIVERED CRYSTAL REPORT CA_MS- ERRORS IN THE PROCESS MONITORWe modified the application so that the Milestone Management Crystal Report runs successfully.eSettlementsAdministration12542482QEO-FMS90PRD-C369-BUNDLE 35 -CORE-ESETTLEMENT:APP ISSUE: POEPLECODE CLASS ERRORWe modified record PeopleCode to rectify the PeopleCode error.eSettlementsFile Upload cXML and others12386600AP: VOUCHER BUILD TRIGGERS ?INVALID PO SCHEDULE? PRE-EDIT ERROR ON PO BASEDWe modified PeopleCode so that cXML invoices can be successfully processed by Voucher Build.Functionality12346824BUG 12346824 - ESETTLEMENTS: REVIEW BUYER DETAILS REFERENCES GL BUSINESS UNIT ANWe modified the Business Unit prompt on EM_BUY_SRCH_VW to point to SP_BU_AP_NONVW to resolve the reported problem.ExpensesAccounting General12375275EEX:JOURNAL EXPENSE REPORT SUBMIT GIVES ERROR; FIELD DOES NOT EXIST -- EX_HDR_WRWe modified the code to submit adjustments created for paid Expenses successfully.12538241EEX: THE ALTERNATE ACCT IS AUTOMATICALLY POPULATED IN THE ACCOUNTING LINE TABLEWe modified the system so that the Alternate Account will not be filled if Alternate Accounting is not enabled in the Business Unit.Approvals12358128EEX:ER IS NOT ROUTING TO HR SUPERVISOR WHEN IT IS SUBMITTED BY PROJECT MANAGERWe modified the code to route Expense Reports to the appropriate approvers only.12358179TIMESHEETS NOT ROUTING CORRECTLYWe modified the code to route approval requests for Time Reports and Expense Reports properly.12366073TIMESHEETS NOT ROUTING CORRECTLYWe modified the code to route approval requests for Time Reports and Expense Reports properly.12394282TA IS BEING LISTED ON REVIEWERS EMP EXP HISTORY PAGE EVEN THOUGH REVIEWER IS NOTWe modified the code to display transaction history only for authorized users.12394773'SORT BY' DROPDOWNLIST VALUES IS IN ENGLISH IN THE FRENCH VERSIONWe modified the system so that the correct language is used in the Sort By field in the Summary Approval page.ExpensesApprovals12399168COMMENTS BOX NOT EDITABLE VIA MODIFY APPROVED TRANSACTIONS WHICH IMPACTS COMMENTWe modified the code to make the Comments box editable only on the Approval Transactions page. The Comments box is not editable on the Modified Approval Transactions page because it is used for Approvers during the Approval process to jot notes down as to why a transaction is denied, and so on. The Approver who has access to this page does not necessarily have an approver role anymore.Cash Advances12423168EX 9.1: DESCRIPTION FOR CASH ADVANCE ISWe modified the code to display the proper label on Cash Advance pages.Commitment Control12417474TA ENCUMBRANCE AMOUNTS WERE CHANGED WHEN THEY SHOULD NOT HAVE BEENWe changed the program so that TA Encumbrance amounts change properly. To completely solve the mentioned scenario, this resolution must be applied together with the GL resolution attached to the BUG #12412003.Configuration12366190EEX: UNABLE TO CHANGE DEFAULT BANK ACCOUNTWe changed the program to correctly validate a default bank account into the employee profile page.Expense Report General12375238EMPLOYEES RECEIVE FALSE EMAIL NOTIFY FOR OVERDUE CREDIT CARD TRANSACTIONSWe modified the system so that notifications will not be sent for ATM transactions already applied to Cash Advances.12408570EEX: UNABLE TO SUBMIT EXPENSE REPORTS FOR A DATE IF EMPLOYEE HAS MULTIPLE JOB REWe modified the code to return the proper Hire / Rehire date of employees correctly.Integration AP12423156EX9.1GETTING WARNING: UNABLE TO PERFORM COMMIT - FORCING USE OF BASE TABLE FOR EWe added the temp record to the App. Engine definition so that a temporary instance can be used.General LedgerIntegration Corporate Cards12350421EX: CREDIT CARD MAINTENANCE MASTERCARD TRANSACTIONS NOT STORED IN EX_MC_MNT_ERRWe modified the code to load maintenance MasterCard properly.12431839EEX: VISA TRANSACTIONS NOT LOADED WHEN WE HAVE CREDIT AND DEBIT TRANSACTIONSWe modified the code to load VISA transactions properly.Performance12328728EX: PERFORMANCE DEGRADATION IN THE APPROVER ASSIGNMENT PAGE (EX_APPRVR_ASGN)We modified the system so that the Approver Assignment page will have better performance when handling huge numbers of rows in the page.Reporting and Analytics12357116EEX: EX_ETRD_XRPT PROCESS ABENDS BLDDATAINS TA5 SQL 1438We modified the program Employee Trends report to run successfully and generate the expected results.Allocations12339449EGL 9.1: THE PROMPT BUTTON FOR FIELD NAME = MOVEMENT FLAG DOES NOT WORK ON PAGEWe modified code so that the prompt table for the movement flag shows field values on target and offset pages.Chartfields12590094MISSING CLASS VALUES IN PRO CARD ISSUERS PAGEWe modified the record view CLASSCF_BU_VW so that the lookup class field shows an active value.Document Sequencing12340566UNABLE TO DELETE GL JOURNAL ENTRY WITH DOCUMENT SEQUENCE ENABLEWe modified Component Rec PeopleCode so that journal entries can be deleted with document sequence enabled.Inter Intra Unit12409872EGL: PROMPT TABLE FOR PROJECT IS NOT AVAILABLE ON INTERUNIT SECTION OF JOURNALWe modified code so that the prompt table for the project is available to Inter/IntraUnit Groups.KK Budget Checking12430498EGL9.1: JOURNAL_ENTRY_KK PAGE IS SHOWING THE WRONG OVERRIDE USER IDWe modified record PeopleCode to show the correct override user ID on the JOURNAL_ENTRY_KK page.12585020ISSUES WITH COMMITMENT CONTROL SPEEDTYPE.We modified record PeopleCode to resolve the KK SpeedType issue.General LedgerStandard Budgets12404837EGL 9.1 BUDGET COPY DEFINITION IS MISSING POOL AND TARGET TABS.We modified record PeopleCode to resolve the missing Pool and Target tabs when going to the Budget Copy Definition.Workflow12328654BACKPORTING APPROVAL FRAMEWORK ENHANCEMENTSWe enhanced approval framework to support backporting for release 9.1.Grants ManagementMaintain Professional12371844INCORRECT RESULTS IN SQL VIEW GM_PRAWD_ADM_VW USED FOR PRE-AWARD ADMINISTRATOR LWe modified the Maintain Proposal page so that the prompt for pre-award administrator displays correct values.PI Portal11643428PSFT 2035753000-GM 9.1: EMPLOYEE GRANTED "PI/PROJECT MANAGER ACCESS" CANNOT SEE1) We changed the Generate Award process to grant security to those with PI/PM and division assignment when generating an award. 2) We developed a new AE process to delete those assignments when project is deleted from an award, and we add security to those persons when the project is added to an existing award.11645572PSFT 2035753000-GM 9.1: EMPLOYEE GRANTED "PI/PROJECT MANAGER ACCESS" CANNOT SEE1) We changed the Generate Award process to grant security to those with PI/PM and division assignment when generating an award. 2) We developed a new AE process to delete those assignments when project is deleted from an award, and we add security to those persons when the project is added to an existing award.Grants ManagementPI Portal11645928PSFT 2035753000-GM 9.1: EMPLOYEE GRANTED "PI/PROJECT MANAGER ACCESS" CANNOT SEE1) We changed the Generate Award process to grant security to those with PI/PM and division assignment when generating an award. 2) We developed a new AE process to delete those assignments when project is deleted from an award, and we add security to those persons when the project is added to an existing award.11647991PSFT 2035753000-GM 9.1: EMPLOYEE GRANTED "PI/PROJECT MANAGER ACCESS" CANNOT SEE1) We changed the Generate Award process to grant security to those with PI/PM and division assignment when generating an award. 2) We developed a new AE process to delete those assignments when project is deleted from an award, and we add security to those persons when the project is added to an existing award.11648984PSFT 2035753000-GM 9.1: EMPLOYEE GRANTED "PI/PROJECT MANAGER ACCESS" CANNOT SEE1) We changed the Generate Award process to grant security to those with PI/PM and division assignment when generating an award. 2) We developed a new AE process to delete those assignments when project is deleted from an award, and we add security to those persons when the project is added to an existing award.Grants ManagementPI Portal11725178PSFT 2035753000-GM 9.1: EMPLOYEE GRANTED "PI/PROJECT MANAGER ACCESS" CANNOT SEE1) We changed the Generate Award process to grant security to those with PI/PM and division assignment when generating an award. 2) We developed a new AE process to delete those assignments when project is deleted from an award, and we add security to those persons when the project is added to an existing award.11734160GRANTS PORTAL - AWARD DETAIL - DEMOGRAPHIC TAB - AMENDMENT INFORMATION NOT POPULWe modified the application to populate the Amendment grid.11813912GRANTS PORTAL - PROJECT SUMMARY PAGE - PI INQUIRY - SHOULD RETRIEVE ALL PROJECTSWe modified the application to search by PI on the project summary page.11874086GRANTS PORTAL ABENDED GM_PT_STAGE.UPDPROJ.UPDBRAT2 - BUDGET< TOTAL EXPENDITUREWe modified the application to handle a remaining balance of < 0.11874168GRANTS PORTAL ABENDED GM_PT_STAGE.UPDPROJ.UPDBRAT2 - BUDGET< TOTAL EXPENDITUREWe modified the application to handle a remaining balance of < 0.12328107GRANTS PORTAL PROJECT DETAIL DOES NOT DISPLAY DEPARTMENT ALLOCATION INFORMATIONWe modified the application in order to show the correct department allocation information.12331267ABEND AT GM_PT_STAGE.AWDBUD.INVAMT WHEN ITEM IS CREDITED OR UNPOSTED IN ARWe modified the application in order to handle multiple sequence in one line of item activity.Report12422366GRANTS - FEDERAL FINANCIAL REPORT - LINE 10A CASH RECEIPTS IS INCORRECTWe modified the application so that Line 10a, Cash Receipts, of the Federal Financial report shows the correct value.PayablesArchiving12401174AP:ARCHIVAL QUERY DEFINITIONS MISSING FROM THE QUERY MANAGERWe added the Audit Log records AP_VCHR_AUD_TBL, AP_VCHR_AUD_ARC, AP_CNTL_GRP_TBL, AP_CNTL_GRP_ARC, AP_PYMT_AUD_TBL, and AP_PYMT_AUD_ARC to the Tree QUERY_TREE_AP.Copy PO to Voucher11893721AP SALES TAX (TAX CODE SUT) CANNOT BE CHANGED ON VOUCHERWe modified the Voucher page so AP Sales Tax code can be changed when it is copied from a PO Receipt that has a ship-to location that is not the default.ERS RTV SBI12399795VOUCHER BUILD INCORRECTLY UPDATES THE UNIT PRICE ON RTV CREDIT VOUCHERWe modified the Voucher Build process to avoid incorrectly updating the Unit Price.Inquiries12381444ERROR ON CONTACT PG- CLASS ROW METHOD GETROWSET SCROLL VNDR_ADDR_SCROL IS INVALIWe modified PeopleCode to check that Scroll.VNDR_ADDR_SCROL is in the Component buffer.Matching11869421SQL ERROR IN MATCH WORK BENCH WHILE SEARCHING FOR DISPUTED VOUCHERWe modified PeopleCode to prevent a SQL error in the Match Workbench when the % symbol is used in the search field.11887934EAP: MATCH RULES NOT WORKING CORRECTLY.We modified DAM, adding extra logic at the end of the SumUpTo rule. If the receipt associated to the SumUpTo rule has a remaining amount, the process will check if this remaining receipt amount can exactly match one of the selected vouchers.12372485AP: MATCHING ABENDING AT AP_MTCH_FUME.UPDRCVFL.STEP10 AFTER APPLYING 854805We modified the Match Update (AP_MTCH_FUME) process so that it will complete successfully when matching purchase orders and vouchers for which the PO business unit is not the same as the AP business unit.PayablesMatching12544377SQL EXEC ERROR WHEN TRYING TO ACCESS MATCH EXCEPTIONSWe modified Application Package PeopleCode to use %DateIn and %DateOut meta-SQLs, which expand date into platform-specific SQL syntax.Not Categorized12375061ERROR IN THE DMS SCRIPT WHILE APPLYING UPDATE ID 855536, FMS FINANCIALS 9.1 BUNDWe modified the DMS Script to resolve the issue.Payables setup pages11866910GETTING THROWN OUT OF THE APPLICATION WHEN TRYING TO SAVE SET CONTROL-VENDOR PAGWe modified PeopleCode so that it will call an Application Engine process to improve the performance for populating the vendor name history table.Paycycle ACH EFT Processing12326937AP: NEW POSPAY PROCESS (AP_APY2055) IS NOT CREATING THE FILE CORRECTLY.We modified the Application Engine (AP_APY2055) to ensure that the file is created correctly.12361665OUTPUT DESTINATION FOR POS PAY NOT DEFAULTING FROM USER PREFERENCESWe modified PeopleCode so that the output destination for pos pay is provided by default from the user preferences.12365813AP: MANUAL POSITIVE PAYMENT ERROR AT PYCYCL_PNL_WRK6.PAY_CYCLE.SAVEPRECHANGEWe modified the Record PeopleCode PYCYCL_PNL_WRK6 to resolve the error.12376529VOUCHERS UPDATED DURING PAYCYCLE RUNWe modified the Application Engine process so that the latest control group iD will be updated into the pay cycle stage table after a selected voucher has been locked.12396063AP: NEW POSPAY PROCESS (AP_APY2055) IS NOT CREATING THE FILE CORRECTLY.We modified the Application Engine (AP_APY2055) to ensure that the file is created correctly.12432061PYMNT_OVERFLOW_ID SAME AS PYMNT_REF_ID SINCE FMS 8.9 BUNDLE 40We modified the app.engine AP_PYMNTID so that the system correctly populates the field PYMNT_OVERFLOW_ID.PayablesPaycycle ACH EFT Processing12544973AP: PAY CYCLE DOES NOT RUN BOTH ELECTRONIC PAYMENT FILES, FINANCIAL GATEWAY ELECWe modified the Application Engine process so that the pay cycle will process electronic files settled by both Pay Cycle and Financial Gateway.12550580GETTING ERROR WHEN PROCESSING AP CHECKS AFTER EXCLUSION OF CRYSTAL REPORTSWe modified the Application package PeopleCode so that when Crystal Check Process type is excluded in the Server definition, error messages do not appear on the Pay Cycle page.Payment Cancellation12321642AP PAYMENT CANCELLED FOR THE SAME YEAR SHOULD NOT GIVE THE WARNING MESSAGEWe modified the Cancel Payment program so that it will not appear if case payment date and cancel date are in same fiscal year. It only shows the message if the years are different.Posting Payment11938401PERFORMANCE ISSUE ENCOUNTERED WHEN RUNNING PAYMENT POST AP_PSTPYMNT.AB000.AB000-We modified steps to ensure that we will not have a performance issue when running the Payment Post process.12592727AP: PAYMENT POST PROCESS FAILS AT STEP AP_PSTPYMNT.BH200.BH20010 (ACTION SQL)We modified Payment Posting application engine SQL so that it does not abend on Microsoft SQL Server when posting a payment cancellation.Posting Voucher12394031AP: VOUCHER POST DOES NOT CREATE MISC CHARGES LINE WITH AMOUNT ROUNDED TO ZEROWe modified the Voucher Post application engine so that the correct accounting entries get created when the Miscellaneous charges get rounded to zero.12426835AP_PSTVCHR.BN0001.STEP03 ABENDS WITH UNIQUE CONSTRAINT ON UTL RECORDSWe modified the Voucher Posting application engine to avoid the ABENDED at Step AP_PSTVCHR.BN100.Step03 error.PayablesPosting Voucher12559869PSFT 2045114000-AP: SERVICE TAX DISTRIBUTION ENTRY AFTER VOUCHER POSTING IS WRONWe modified PeopleCode and SQLs in Application Engine Program AP_WTHDCALC so that Voucher Posting creates correct payment amounts after applying prepayments that involve withholding.PrePayment Application11930586ERROR MESSAGE: PREPAID VOUCHERS MUST HAVE A POSITIVE GROSS AMOUNT. (7030,325)We modified the Voucher Entry process to not show an error message when adding prepaid vouchers with a positive gross amount.12426385AP91>MANUALLY APPLYING PREPAID VOUCHER APPLIES REG VOUCHER TWICEWe modified PeopleCode so that the system will work correctly when manually applying prepaid vouchers to regular vouchers.Quick Invoice12409748AP91>ON DEMAND PROCESSING DOES NOT WORK FOR QUICK INVOICEWe modified the Quick Invoice on demand process to work correctly when creating a Quick Invoice.Reports12364674CANNOT SAVE THE DETAILED OPTION ON THE RUN CONTROL FOR PAYMENT HISTORY BY PAYMENWe modified the Payment History by Pay Method page to save correctly when the Detail/Sum field changes.Sales Use Tax12353743SERVICE TAX AMOUNT INCORRECT IN PAYMENT ACCOUNTING ENTRIESWe modified SQLs and PeopleCode in the Application Engine Program AP_PSTPYMNT to get correct accounting entries for service tax.Usability12394017INCORRECT WARNING MESSAGE WHEN AUTOPILOT OPTION IS NOT CHECKEDWe modified the Component Record PeopleCode event (PST_VCHR_RQST.PST_VCHR_RUN_AP.Saveedit) so that the correct warning message is thrown.Vendor12323124AP: VENDOR_SYNC IN FINANCIALS IS FAILING WHEN PROCESSING STUDENT REFUNDSWe modified PeopleCode so that the VENDOR_SYNC application message successfully processes student refunds when the contact phone number is changed to include non-numeric symbols or characters.PayablesVendor12530360AP VENDOR SYNC IS ERRORING FOR VENDORS WITH FOREIGN BANK INFORMATIONWe modified App Message PeopleCode so that the COUNTRY field is populated first because Vendor Bank information is validated by country.12541315DELETE VENDOR GOV'T SOURCES WITHOUT 'INCLUDE HIST' SELECTED CAUSES 'NO MATCHINGWe added PeopleCode to display an error message when users try to delete Government Certification Sources in Update/Display mode.Voucher11871096VIEW RELATED PO INQUIRY ON VOUCHER SUMMARY PAGE INCORRECTLY POPULATESWe modified the calling method for the PO Inquiry search page to correctly populate the fields.12331908AP: ABLE TO SAVE THE VOUCHER WITH 'APPLICABLE' CHECKBOX UNSELECTED ON THE WITHHWe altered PeopleCode to require applicable withholding details for all withholding applicable lines.123685379.1 FINANCIALS AP - VOUCHER COMPONENT - RELATED DOCUMENTS TAB ONLINE PERFORMANCEWe created a new index for PS_VOUCHER_LINE record (bus_unit_related, voucher_id_related) to resolve the online performance issue of the voucher component.12404078SPLIT PAYMENTS NOT CREATING SCHEDULES WHEN VOUCHER SAVEDWe related a page field to a control field so the selected Payment Term is in the component buffer.12408218AP: THERE IS NO LOOK UP FOR CONTROL GROUP ID FIELD IN SUMMARY INVOICE ENTRY PAGWe modified the search record (PS_VCHR_SUM_ADD_VW) to show the lookup for the Control Group ID field on the Summary Invoice Entry page.12427401AP: VALID REMIT VENDOR ADDRESS NOT AVAILABLE TO SELECT FOR REISSUED PAYMENTWe altered the record to allow the selection of valid remit vendor addresses and locations.PayablesVoucher12533529INVOICE LINE VAT TREATMENTS VALUE IS NOT COPIED CORRECTLY FROM VOUCHER TEMPLATEWe modified the VCHR_TMPL_WS1 record by adding the missing VAT fields so they will be copied correctly from the selected Voucher template.Voucher Build12361625AP: VOUCHER BUILD PROCESS IS ASSIGNING SCHEDULE DATE AS CURRENT DATE WHEN NET 30We modified the application engine library (APVEDTSCHD) called by the Voucher Build program. DUE_DT is incorrectly updated in step APVEDTSCHD.SCHDSdt. when using SETTLEMENT_DAYS for EFT payment method. DUE_DT should update DUE_DT in line with online voucher entry behavior.12412472AP: VOUCHER BUILD IS NOT POPULATING SCHEDULE DATEWe modified application engine sql to correct the issue of Scheduled Due Date not being populated.12529887AP AP_VCHRBLD - STATISTICAL DISTRIBUTION LINE ISSUEWe added validation to the Voucher Build process to support both Statistical accounts and Statistics code statistical entries.12541660VOUCHER BUILD PROCESS RUNS TO NO SUCCESS APVEDTDFST.UPDTXPCT.STEP02We modified application engine sql to not update the tax percent when no authorities are assigned to a sales tax code.Withholding12362261AP: UPDATE WITHHOLDING NOT TURNING ON WITHHOLDING IF AP BU NOT EQUAL TO GL BUWe modified the Update Withholding process to process vendor updates when the AP business unit is not equal to the GL business unit.12372450AP: WITHHOLD 1099 REPORT JOB PAGE GRAYED OUT WHEN RPT_1099 PSJOB IS CANCELEDWe modified PeopleCode and application engine programs to remove PROCESS_STATUS updating and validation, which previously grayed the online page fields when the status was other than C or an empty value.PayablesWithholding12405427AP: INCORRECT WITHHOLDING AMOUNTS ARE GETTING CALCULATED WHEN THERE ARE SPLIT PWe modified PeopleCode so that withholding amounts are correctly calculated when the withholding basis amount is overridden and payment schedule is split.Workflow123178299.1 VENDOR APPROVAL EMAIL NOT CONSISTENTLY POPULATING VENDOR DETAILSWe altered the SQL to always populate Vendor Details.12318327AP: AWE DENIED VOUCHER ERROR -- APPROVAL PROCESS ALREADY RUNNING. (18081,1023)We altered PeopleCode to fix behavior when resubmitting denied vouchers.12318352AP: AWE DENIED VOUCHER ERROR -- APPROVAL PROCESS ALREADY RUNNING. (18081,1023)We altered PeopleCode to fix behavior when resubmitting denied vouchers.12426501VOUCHER CANNOT BE RE-SUBMITTED FROM APPROVAL FRAMEWORK PAGE AFTER IT WAS DENIEDWe modified component PeopleCode to allow resubmitting an approval after it is denied from the Approval Framework page.XMLP reports11645717PSFT 2039882000-AP 9.1 > XML PUBLISHER ISSUES WITH CHECK FORM CHECK2We modified XMLP Application Engine PeopleCode and the XMLP Template definition to have data for XMLP reports.11648809PSFT 2044667000-AP 9.1 > XML PUBLISHER VERSION IS NOT CREATED FOR FILE COPY REPOWe modified Application Engine PeopleCode and created a new XMLP template for File Copy report.12318927AP 91>LATE CHARGES ARE ADDED ON THE DISCOUNT COLUMN OF TRIAL REGISTERWe modified the APX2030 template to prevent late charges and total discounts from being displayed in the incorrect columns.12539170APX2030 REPORT LAYOUT IS DIFFERENT FROM APY2030We modified RTF file APX2030 related to APX2030 XMLP report to resolve the reported issue.Project CostingBudgets Integration12370067PC SEND TO BUDGETING ONLY SENDS COST BUDGETS, IGNORES REVENUE BUDGETSWe modified the app engine PC_PC_BD_B so that Send to Budgeting will also consider Revenue budgets.Project CostingCommitment Control11686479PC_KK_TO_PC NOT INSERT ROW TO PC_BUD_DETAIL WHEN NOT USING CALENDAR ID IN KK BUDWe modified PC_KK_TO_PC to update the budget period for grants budgets based on the GM budget periods defined in the GM_PROP_PERIOD table.12433130FUNDS DISTRIBUTION ROWS FAIL KK BUDGET CHECK IF THE TRANSACTION DATE IS PRIOR TOWe modified the app engine PC_TO_KK so that Fund distribution rows will not fail the KK Budget check.Functionality12377180BI DISTRIB STATUS FIELD FOR FDR ROW'S NOT RESET AFTER PC_FND_DIST IS RUNWe modified the SQL step of Funds Distribution application engine to reset the billing distribution status to N for the reversal target distribution rows (FDR) generated after the run.12533047FSCM9.1 MP6 INST: IVT PAGE 31 - SERVICES PROCUREMENT: SQL ERRORWe modified the view to overcome the SQL error.12576202PROJECT COSTING ADD TRANSACTIONS NOT SAVING ALL ROWS WHEN PRESSING ENTERWe modified the property of the Search button of the subpage on the Add Transactions page so that clicking the Enter key will not refresh the page.Messages11898155PROJECT_SYNC MESSAGE IS NOT CALLED AFTER PC_STAT_LINK -PROJECT-PROCESSING STATUSWe modified PeopleCode so that the PROJECT_SYNC message is called after running the PC_STAT_LINK program.Project Assets12386727INVALID PAGE DEFINITION. MORE THAN ONE BUTTON HAS THE ACTIVATE BY ENTER KEYWe modified Page field properties to overcome the error message on the Assign Transactions page.Projects Reports11742368PC_PCX9000 FUNDS DISTRIBUTION REPORT NOT GENERATED IN CANADIEN FRENCHWe modified the PeopleCode of application engine PC_PCX9000 so that reports can be printed in different languages according to the language option selected on the Project Funds Distribution Report page.Project CostingWork Order Integration12341347PSFT 2033822000-EMM: PROCESS WM_PM IS TRYING TO UPDATE A TABLE PS_INTFC_ACT_TAOIn non-Oracle databases, PROJ_ACTIVITY.LEVEL1 field has a max of 32767. This fix will reset this value if more than 32767 activities are added to a project, which can happen in WO-related projects.Real Estate Management20 Lease Administration11898273RE:RE_CRDT_GEN.SECTION3.STEP01 ERRORWe modified the Application Engine SQL to resolve the issue.ReceivablesAccounting Entries General12392183MANUAL INSTRUCTIONS FORINDIA SERVICE TAX CENVAT SUSPENSE ACCOUNT SETUP (1156854)We provided manual instructions for India service tax cenvat suspense account setup.ChartField Inheritance12316887AR9.1: CHARTFIELD INHERITANCE INCONSITENCY ON OA PAYMENTS WHEN CASH CONTROL IS UWe modified PeopleCode to exclude cash control line in CF inheritance function to be consistent with the behavior when creating entries in batch.Collections Workbench12383550AR 9.1>CWB>CURRENCY DISPLAY ISSUE ON CREDIT PROFILE TABWe modified app package PeopleCode to set the control currency for the history grid and also convert amounts in the history grid correctly when a specific history iD is entered.Commitment Control12347179AUDIT ERROR ASSOCIATED WITH FIX FOR AR RECLASS PAGEWe changed the budget check icon with text to image icon to be more consistent with other pages.Condition Monitor12533014EAR 9.0: CONDITION MONITOR DOES NOT GENERATE DUNNING LETTER WHEN PROP/AUTO IS SEWe modified AR_DUNNING.POPITEM so that dunning letter is generated when set to PROPOSED.Customers12382024CUSTOMER BALANCE DOES NOT APPEAR ON THE CUSTOMER AGING PAGE.We changed the Customer Aging Page to show customer balance when Use an AR Display Currency is selected on the Receivable Option - Currency Display Option page.ReceivablesDeposits Express12398334EAR9.1 -DATA BEING UPDATED DOES NOT EXIST- ERROR ON PAYMENT EXPRESSWe ensured that no PeopleCode error occurs on the Express Deposit page when setting the deposit to Batch Standard preceded by worksheet build.Deposits Regular12354053REGULAR DEPOSIT PAGE TIMING OUT DUE TO POOR CODE DESIGN IN ITEM_QUERY_WRK.CONVERWe modified Rowinit PeopleCode to remove a loop on the all PAYMENT rows.Drafts12330223EAR9.0 WRONG VAT AMOUNT ( DOUBLE ) ON ITEM AFTER DRAFT VOIDWe changed the SQL DR_PENDVAT_INS to not generate doubled VAT amounts.Maintenance WS12334479MAINTENANCE WORKSHEET CAN NOT BE POSTED BECAUSE ROUNDING ENTRIES ARE NOT BEING CWe modified AR_PGG_SERV.MNT_SUSP.INSCFBAL.OnExecute PeopleCode and SQL ARPGG_SERV$DSTLINERNDCF so that rounding entries are generated for maintenance worksheetMaintenance WS Acctg Entries11818600CHARTFIELD INHERITANCE IS INTERUNIT WITHIN UNIT IS NOT WORKING PROPERLYWe corrected inheritance in the Maintenance Worksheet when Inheritance Setup is Inherit Within Unit. It should behave as Always Inherit for Non-IU transactions and as Use Unit Default for IU transactions.Payment Predictor11932348PAYMENT PREDICTOR INCORRECT WHEN #COMBOS USEDWe ensured that the Payment Predictor works correctly when the method is defined to create an item and only customer references exist for the payment.Payment WS11873215AR>9.1>PAYMENT WORKSHEET>WO ENTRY TYPE ON PAYMENT WORKSHEET ERRORS OUT WITH 'FIEWe modified AR_PGG_SERV.BALANCE.COPYVAT4 so that the payment worksheet does not error out with field is required:PENDING_VAT-VAT_TRANS_AMT when saving online accounting entries.ReceivablesPayment WS12321199PAYMENT CAN NOT BE APPLIED TO ITEM IF THE PROJECT COSTING BU IS NOT SAME AS THEWe modified view AR_CAGL_VW to use BUSINESS_UNIT_GL in view text instead of BUSINESS_UNIT_PC.Reports12311558AR33A01 - CRYSTAL REPORT CONVERSION TO BI PUBLISHER REPORT ARX33A01 - LEVEL 1 DUWe converted crystal AR33A01 to BI Publisher report ARX33A01.12328784AR33A02 - CRYSTAL REPORT CONVERSION TO BI PUBLISHER REPORT ARX33A02 - LEVEL 2 DUWe converted crystal AR33A02 to BI Publisher report ARX33A02.12348832AR33A03 - CRYSTAL REPORT CONVERSION TO BI PUBLISHER REPORT ARX33A03 - LEVEL 3 DUWe converted crystal AR33A03 to BI Publisher report ARX33A03.12405664AR34004 - CRYSTAL REPORT CONVERSION TO BI PUBLISHER REPORT ARX34004We converted crystal AR34004 to BI Publisher report ARX34004.12537098AR32A00 - CRYSTAL REPORT CONVERSION TO BI PUBLISHER REPORT ARX32A00We converted Crystal Report AR32A00 to BI Publisher report ARX32A00.Revenue Estimates12538630ADDITIONAL CODE CHANGES REQUIRED FOR ISSUE WITH "DST TO GL" FLAG TURNED OFF.We modified app engine step AR_POSTING.CC2.NODIST (for original items) so that the AR Rev Est process picks up items coming from external sources.VAT12394830FIELDS ARE SHOWN WRONGLY ON THE PAYM_ITEM_VAT_HDR PAGEWe widened the VAT Information group box to enclose the fields.Resource ManagementEmployee Profile Module12364438QEO-FMS89PRD-C381-BUNDLE-41-CORE-RM:APP ISSUE:TEST IS FAILING DUE TO SQL ERROR.We modified the application so that no error is thrown while searching competency from Resource Competency page.Establish Resources12338624ENTER A BRIEF DESCRIPTION OF THE PROBLEMWe modified the Component Interface RS_CM_PERSONAL (Update Employee Data component) so that we do not get an error when uploading data through Excel to CI.Resource ManagementEstablish Resources12585253SYSTEM POPULATES CURRENT DATE AS EFFDT WHEN USING RS_CM_PERSONAL CIWe have modified the Component Interface RS_CM_PERSONAL (Update Employee Data component) so that user can enter effective date when the employee is created.Express Search11666649RS: EXPRESS SEARCH DISPLAYS BAD RESULTS FOR COMPETENCIES WITH SPECIAL CHARACTERSWe modified PeopleCode to display correct result when competencies with special characters are searched using Express Search page.11710478INVALID PROFICIENCY GETTING DEFAULTED IN EXPRESSSEARCH PAGE.We modified PeopleCode to prevent Invalid Proficiency getting defaulted in Express Search page.Qualification Profile12378067RS: PEOPLECODE ERROR MESSAGE FROM PROFICIENCY'S PROMPT @ COMPETENCIESWe modified the application to display correct proficiency options for a new competency row added.Resource Dashboard11725062QEO-FMS89PRD-C381-BUNDLE-41-CORE-RM:APP ISSUE:TEST IS FAILING DUE TO SQL ERROR.We modified the application so that no error is thrown while searching competency from Resource Competency page.Staffing Front OfficeAgendas11822121FO91 - Staffing Pagelets Usability IssuesThe Count links in the My Agenda pagelet opens up the Review Agenda component.11822745FO91 - Staffing Pagelets Usability IssuesThe Count links in the Branch Agenda pagelet opens up the Review Agenda component.11858965FO91 - Staffing Pagelets Usability IssuesThe Mouse Over text on Count links in the Branch Agenda and My Agenda pagelets have been adjusted.11864043FO91 - Staffing Pagelets Usability IssuesThe layout of the Branch Agenda and My Agenda pagelets has been re-designed.11868611FO91 - Staffing Pagelets Usability IssuesThe layout of the Review Agenda component has been re-designed.Staffing Front OfficeApplicants11822169FO91 - Pending Applicants Pagelet Usability IssuesThe fields Select, SelectAll, De-SelectAll, View Resume and Action in the Pending Applicants pagelet are available as of PeopleTools Release 8.5211892976FO91 - Pending Applicants Pagelet Usability IssuesDelete Applicant Action option has been renamed to Remove Applicant from List.Pending Applicants11939359FO91 - Pending Applicants Pagelet Usability IssuesThe layout of the Pending Applicants pagelet has been re-designed.11939388FO91 - Pending Applicants Pagelet Usability IssuesThe layout of the Pending Applicants Aging pagelet has been re-designed.Recruiting Funnel11804393FO91 - RECRUITING FUNNEL DETAIL PAGE IS DISPLAY ONLY AFTER FP1.Recruiting Funnel Entry Page has been adjusted in order to let the user edit the event field.Set Up12590808AUDITS CLEAN UP FINANCIAL/SCM 9.10 AFTER C320 BUILD (C326)FO Audits cleaned up for Financial/SCM 9.10Work Order ManagementIntegration GIS12583736TO MEET ESRI NOTICE REQUIREMENTFor legal reasons, we added the following comment to the source code:The ArcGIS JavaScript API is owned by Esri and is used subject to the Terms of Usefound at http://www.esri.com/legal/licensing/software-license.html.Work Order ManagementIntegration Mobile11555020Unable to create a WO from mobile using a Non-WO managed project.We enhanced Maintenance Management Mobile Web Services to allow for the creation of a PC-managed Work Order. This enhancement involved adding two new web services to return Project and Activity IDs, as well as enhancing the existing Work Order Update web service to allow for updates to the Work Order header Project ID and task Activity ID. We also enhanced the Work Order Task web service to return the Work Order's Project and Activity IDs. Additionally, the Asset Details web service will now return the longitude and latitude location of the asset.Work Order12530174MM:ITEM CATEGORY UNAVAILABLE FOR SELECTION ON MM WORK ORDER POH SCHEDULEWe created a new prompt view, WM_ITM_CAT_VW, specifically for use in Item Category code lookups on the Work Order Scheduled Purchase/On-hand page. This view has a key structure to ensure that recently updated Item Category codes are available for selection.

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Lifecycle Management FeaturesTaking Advantage of Enterprise PeopleToolsLifecycle Management FeaturesThis document provides an overview and briefly describes these PeopleSoft Enterprise PeopleTools features: Application Designers compare features. Change Assistant. Change Impact Analyzer.Understanding Lifecycle Management FeaturesEnterprise PeopleTools provides a variety of tools and utilities to aid in maintaining your PeopleSoft investment. These tools are designed to enhance installation, upgrade, and the application of software updates, or bundles. By providing a rich user interface and by automating many of the steps, the administrative tasks involved within an installation, upgrade, or update require less time and effort, all while reducing potential errors.The features discussed in this document focus on the tools and features that would be most useful while applying a PeopleSoft application update, or bundle.Note. The features described in this document have become available in different, incremental Enterprise PeopleToolsreleases. Whether you can use a feature described in this document depends on your Enterprise PeopleTools version.Application Designers Compare FeaturesPeopleSoft Application Designer enables you to compare the contents between two databases or between a databaseand a file. Viewing the status of each definition in each location gives you the information for deciding which definitionsto keep during an application update. The following table describes some of the key features you can use whenperforming definition comparisons.FeatureDescriptionPeopleTools ReleaseGenerate compare and reports.These reports appear in the PeopleSoft Application Designer workspace immediately after the compare process completes, highlighting differences between two data sources.8.xGenerate browser reports.These reports are written to HTML and XML files enabling you to open the report in a browser, share the report with coworkers easily, and store report data in an industry-standard format.8.46Visually compare page definitionsEnables you to view source and target page definitions side-by-side, with differences clearly marked.8.46Visually compare and merge page definitionsAdds to the visual page compare by providing the merge feature.8.48Visually compare and merge text definitions.This feature enables you to view PeopleCode, HTML, SQL, and XSLT definitions side-by-side, with differences clearly marked. It also enables you to merge source PeopleCode with target PeopleCode.8.48See AlsoEnterprise PeopleTools 8.46 (and later) PeopleBook: PeopleSoft Application Designer, Comparing Source and TargetDefinitions, Working with Browser ReportsEnterprise PeopleTools 8.46 PeopleBook: PeopleSoft Application Designer, Comparing Source and TargetDefinitions, Comparing Page Definitions VisuallyEnterprise PeopleTools 8.48 (and later) PeopleBook: PeopleSoft Application Designer, Comparing Source and TargetDefinitions, Comparing and Merging Page DefinitionsEnterprise PeopleTools 8.46 (and later) PeopleBook: PeopleSoft Application Designer, Working With Text DefinitionsDuring UpgradesChange AssistantEnterprise PeopleTools 8.44 introduced PeopleSoft Change Assistant to improve the process of finding, analyzing,downloading, and installing application patches and updates. The Environment Management hub gathers informationabout your environment (including licensed products, maintenance history, and so on) and uploads this informationto the PeopleSoft product support website. Based on your specific environment information, Change Assistant: recommends only the necessary software updates. verifies prerequisites and post-requisites and determines the order to apply software updates. applies software updates with minimal user intervention. maintains a complete history of all software updates applied to each environment.See AlsoEnterprise PeopleTools 8.44 (and later) PeopleBook: PeopleSoft Change AssistantEnterprise PeopleTools 8.46 (and later) PeopleBook: PeopleSoft Software UpdatesChange Impact AnalyzerEnterprise PeopleTools 8.48 introduced Change Impact Analyzer, a change analysis tool that enables you to exploreand understand the downstream effects of taking patches or making changes to an applicationall before acceptingor making the change. Change Impact Analyzer can be leveraged in conjunction with Change Assistant to reduce thetime required to analyze and implement changes to your system.Change Impact Analyzer is an interactive utility through which you can view the relationships of PeopleSoft definitions(such as fields, records, or pages) in a hierarchical view. Based on a set of configurable rules, Change ImpactAnalyzer determines the relationships between definitions so that you can assess various types of potential changeimpact, such as those described in the following table, with a quicker, more comprehensive approach.Impact TypeDescriptionStructuralThese could be impacts such as how a change to a field type or its properties could affect the structure of a record. Making changes to a field without considering its effect on associated records may cause runtime errors.BehavioralThese could be impacts such as changing a common library PeopleCode program that is called by numerous other PeopleCode programs. This can affect the behavior of the calling program. Or, suppose a PeopleCode program that writes to fields has changed. This can affect the behavior of the fields. In these cases, Change Impact Analyzer lists all the affected programs or fields for your analysis.Being aware of all the relationships between definitions and the potential structural or behavioral impacts associatedwith a change helps you determine what other modifications need to be made and helps you create a testingstrategy.See AlsoEnterprise PeopleTools 8.48 (and later) PeopleBook: Change Impact Analyzer