Resetting the Expense Report Status

During the reimbursement process, which begins when you submit an expense report, the system assigns and updates the expense report status. The value it assigns depends on the expense report routing rules that you have set up for the type of expense report that you submit. Managers use the status to monitor the reimbursement progress, as well as to manage approval and audit processes.

Employees with access to the Auditor's Workbench program (P09E115) can change the status of an expense report by selecting it, and then selecting Reset Report from the Row menu. You can reset an expense report only under these conditions:

• An error occurred during the reimbursement process; the expense report status is Error During Reimbursement (910).

  If an error occurs when you run the Expense Report Reimbursement program (R20110), the system assigns the status Error During Reimbursement to the expense report and sends a message to the work center identifying the reason for the error.

  To complete the reimbursement process, you must resolve the problem and reset the status on the expense report so that it can be reprocessed. When you reset an expense report that is assigned the status Error During Reimbursement, the system changes the expense report status to Reimbursement Process (900).

  Note: The system sends a workflow message about the expense report error only to the person who runs the Expense Report Reimbursement program (R20110). You locate the message in the Submitted Jobs queue.

• A manager or auditor wants to audit an expense report; the expense report status is Reimbursement Process (900).

  If the expense report status is Reimbursement Process and you reset the expense report status, the system changes the status to Audit Required (310).

If you try to reset an expense report that is at a status other than Error During Reimbursement (910) or Reimbursement Process (900), the system does nothing and no error message is returned.