Budget Authority Workflow Issue

[greenwalt]

We had an issue with the following expense report listed below skipping the Budget Authority workflow step in Concur. We reviewed the details and can't figure out why.

Concur looked into it, and came back with the following:

I looked into the report 65C9EF96720B412EB532 and the workflow steps as per the workflow Budget authority step is assigned with Cost Object approver. In the Feature Hierarchy settings, the cost object approver step is set up based on the custom 9 and Custom 10 at the allocation level.

When I checked the allocation level the custom field is set to copy down from Report Header Form. In the report header there is a value for Index and Activity Code. This should copy down to the allocation. Since the value is not copy down to the allocation the system auto approved the cost object approver step. When I try to replicate the issue by creating a test report the value copy down to the allocation. I have attached the screenshot of the test report for your reference.

We need to replicate the issue to find the root cause, Is there any other report with the same issue so that we can check on the issue?

When we asked about a report or way to identify other submissions that would fit the criteria, we ended up being funneled to billable reporting.

Does anyone have any similar experience with the workflow having an error like this?

[KevinD]

@greenwalt I'm looking at the report you mentioned and one thing I noticed is that there aren't any allocations. Also, would a report that has a zero balance really need a Budget Authority approval step? 

Am I looking at the correct report? 

I did notice that you do have a Skip Step in your workflow for the Cost Object Approver step. Lastly, I wasn't able to see the Index and/or Activity Code in the Cost Object Approvers list. Are you sure that the Index and Activity Code for this user has a Cost Object Approver set up? I'm asking because if there isn't an assigned COA for these, the system would skip the step.