Approvals
Discussion List
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Approval Group Anchor/Non-anchor dimension with Exclude All functionSummary: Hi all, We’re experiencing difficulties configuring approval groups for our approval process. Specifically, we need to exclude certain shared members, but the a… -
Apporval Group - Unselected members are validHi Experts, We’re looking into configuring approval groups so users can promote a subset of data within the same entity. We noticed an option called “Unselected members …
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How to disable email notifications triggered to users on Approvals by the System AdministratorSummary: How to disable approval notifications triggered to users when the system administrator has turned off the approval notifications, but users have enabled it in u…
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Missing Previous Owner and Last Action information in the approval notification emailSummary: When we approve the parent entity via Approvals (e.g. promote data at Group level), the email notification received by the user is missing the previous owner an…
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Automation Mechanism for Approval Status SynchronizationHi Gurus, I am seeking an automation mechanism that will allow the approval status of an entity in PBCS to change based on the approval status of the same entity in FCCS…
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Approvals Groups and Appoval Unit Hierarchy Set up QuerySummary: When adding an Account based Approval Group into an AUH can the resulting Approvals Hierarchy be structured with my Account at the top drilling down into Entity…
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Why owner/review cannot receive any email notification from approval workflow?Summary: I am trying to setup email notification for the approval workflow. After I have initiated the approval process, user A (owner) cannot receive any email notifica…
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Is it possible to setup approval unit by specific accounts, entity and LoB?The requirement is as follows: We are only submitting part of the expense accounts in the P&L hierarchy for approval Only specific entities and LoB are required for appr…
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Missing Timestamp in approval notification emailSummary: Missing approval timestamp information is shown in the approval notification email Content (please ensure you mask any confidential information): Hi Experts, Wh…
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Start multiple approval units' planning cycleSummary: Is there any function to start multiple approval units' planning cycle? Content (please ensure you mask any confidential information): In our EPBCS model, we ha…
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Planning data is final and available to report before approval unit is approvedSummary: we are trying to configure approval groups to control the access to planning data and to enable final approval. We have an issue where the approval doesnt reall…
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Can we get the approval unit owners details for each entity in the report in SWP application.Summary: Can we get the Entity approval unit owners details for each entity in the report in SWP application. We have requirement to get the HC planner name (approval un…
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Adding an approval URL link in the approval email notificationSummary: Content (please ensure you mask any confidential information): I noticed that the official Oracle guide includes a screenshot of a URL in the approval email not…
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Extended Approval Flow Apply at All LevelsSummary: Functionality of enabling "Extended approval flow apply at all level" setting Content (please ensure you mask any confidential information): Hi, I would like to…
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Templates should restrict users from performing executions.Summary: In business rules, there is a functionality that prevents users from executing the rules unless they are the current owner of the specific entity, as defined by…
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How to setup Project Budget Approval Workflow by converting the budget amount into USD currencySummary: How to setup Project Budget Approval Workflow where Project Currency is different from Planning Currency (USD) and approval threshold is in USD. Content (please…
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Disabling Specific Actions in Approval Status within Approval WorkflowSummary: In the Approval Workflow, we are looking to disable certain actions under the Approval Status to restrict users from performing them. The goal is to control the…
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Approve planning unit via EmailSummary: Ability to approve planning unit via Email notification Content (please ensure you mask any confidential information): The client has requested a feature where …
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All Approval units are visible for the user when using Approval GroupsSummary: Content (please ensure you mask any confidential information): Hi All, We’ve used Approval Groups in EPBCS to configure the workflow. Approval workflow is confi…
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Is there any Standard/Custom/Workaround for Attaching Forms/Reports/Links in EPBCS Approvals Tab?The business is requesting the ability to attach forms, reports, or links in the Approvals tab in the EPBCS application. Below are the business scenarios when a budget p…
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Can we change the Approval Status Actions names in Approval WorkflowSummary: Can we change the Approval Status Actions names in Approval Workflow Content (please ensure you mask any confidential information): Version (include the version…
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bulk submissions in approvals workflow in PBCSIs it possible to submit bulk approvals of multiple entities in a single transaction from the approvals workflow in PBCS ? Currently it appears to be only possible to su…
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How can I assign a group of users to a task in task manager in PBCS. viewer or assigee or approverSummary: How can I assign a group of users to a task in task manager in PBCS. viewer or assigee or approver Content (please ensure you mask any confidential information)…
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How to skip owners in the workflowHow to skip owners in workflow For example, Company A is at hierarchy 3 (terminal organization) and wants to pass approval to Company C at hierarchy 2 (middle hierarchy)…
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Questions about Approval WorkflowI would like to know about the following three points regarding the approval workflow of Oracle EPM Cloud Planning. how to input data for a user who is set as a “confirm…
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Approval notifications and linking notification to in oracle EPM PlanningWe need clarification on how approval notifications in Oracle EPM Planning can be configured to ensure they: Include relevant details and direct links for approvers to a…
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Reporting on Approval AnnotationsSummary: What are the options for reporting on approval annotations in Planning (besides looking at the annotations via the Approvals page)? I'm only aware of the system… -
How to add a department to an Approval Unit?Summary: How do I "add" an Approval Unit for a department not listed within Manage Approvals/Approval Unit? Department 10930 is assigned to Capital Budget project BLD118…
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In the Planning unit maintenance - Can owner assignment be loaded instead of manual updated??Summary: Our finance department would like to know if there is a way the planning units - owner assignment can be loaded instead of manual updates. There are several pla…