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PSA: Milestone Removed From Expense Report Upon Creation

When entering an expense using the Expense Entry Lightning Web Component, the Milestone value may be removed from the Expense Report. This issue occurs because the Milestone is incorrectly populated from the Assignment instead of the inserted value. To resolve this, an upgrade to a specified version is required.

  • Jul 8, 2025
  • Knowledge

Title
PSA: Milestone Removed From Expense Report Upon Creation
URL Name
PSA-Milestone-Removed-From-Expense-Report-Upon-Creation

Product Area
Expense Management
Release Version
Symptoms
  • When entering an Expense via the Expense Entry Lightning Web Component, the Milestone value is first inserted then immediately removed from the Expense Report.
Environment
  • Professional Services Automation
  • Spring 2024, Summer 2024, Winter 2025, Spring 2025
Resolution
  • Upgrade to one of the following versions:
    • Spring 2024 SP15
    • Summer 2024 SP18
    • Winter 2025 SP11
    • Spring 2025 SP5
    • Summer 2025
Cause
Additional Notes
  • Milestone was temporarily being populated from the Assignment rather than the inserted value.
Professional Services CloudCustomer Success CloudExpense ManagementFinancial Management Cloud
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Knowledge:PSA: Milestone Removed From Expense Report Upon Creation