Approvals
Discussion List
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How to add a action menu (linking to a data form) in Approvals card in Oracle EPM EPBCS ApplicationSummary: In Oracle EPM EPBCS Application, under Approvals tab, we added a certain data (marked in yellow) for user's view. Now we want to link a form to it. So that when… -
ePBCS Workflow - How to reject Parent and base entities at one goSummary: In the ePBCS workflow, if we approve a parent entity, then all base entities are also approved automatically. But this will not work for Reject; is there any wo…Naveen_Bonakurthi-Oracle 41 views 2 comments 0 points Most recent by Naveen_Bonakurthi-Oracle Planning -
Workflow - option to attach a Form or Report or URL while promoting an entitySummary: Do we have the option to attach a data form, dashboard, or report URL when a planner is promoting the entity (this should be automatic so that planners do not n…
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EPBCS/Planning Approval issueSummary Approval process doesnt provide direct link to view data/attachment.Content Hello, My client is looking to achieve following in EPBCS/Planning approval process f…
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Read EPBCS audit log using Groovy directly.Summary: I have a requirement to get last action of planning unit (approval status) for a specific entity. Is there a way to access the audit log directly using groovy (…
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Can Secondary Dimension Members be created and included in a planning unit after it's been started?Summary: I would like to set up approval units for to route projects for approval by cost center. Is it possible to start the approval unit, and after it is started user…
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Approval NotificationsContent Hi all, We have enabled notifications at user preferences. However, when the approval is sent for the particular user the notifications are not seen and email is…
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Get Planning Unit History and Annotations - Invalid Method or Method Not allowedSummary: I'm trying to get the planning unit history and annotations for a specific entity using rest Api provided in admin guide. Admin Guide URL https://docs.oracle.co…
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Two Ifs : to use in calculation scriptSummary: Content (required): Hi I want to use Two ifs in calculation scripts but it is giving a validation error. Condition is if user selected a particular smartlist va…
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Approval units: Multiple version same entity displayedSummary: Approval units: Same entities displayed in all versions Content (required): We have multiple version - Expenses, Sales, COS and Payroll. Here if user has access…
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Planning: Approval units -one shot to approve multiple approval units for reviewSummary: Planning: Approval units -one shot to approve multiple approval units for review Content (required): We have multiple version - Expenses, Sales, COS and Payroll…
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Time stamp shown in approval email notifications is not updating as per User Preference settingSummary: In EPBCS application, Client need to change time shown in approvals email notifications received by Users, need to set it to Qatar time. We have tried updating …
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Permission for Rule setHi, I'm unable to give permission for rulesets, but its possible to give access for a rule. Possible way to give users permission for rulesets? Ruleset Rules
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Approval Hierarchy - Reviewers couldnt make amendementsSummary: Content (required): Hi All, We have created an approval hierarchy where 'User A' is assigned as Owner and 'Users B' & 'User C' are assigned as reviewers in an a…
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How to use Approvals in Budget Revision (Financials Module)Summary: We are setting up Budget Revisions and see in the documentation that Approvals can be configured and used in the budget revision process that we enabled as part…
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Mandatory Comments on each formSummary: Is it possible to force an user to write a comments after completion of a data entry form? Content (required): Hello everybody, We have a requirement that each …
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AggregationSummary: Content (required): Hi We have a plan element called "Adjusted total" which has a formula as below. "OFS_Direct Input" + ("OFS_Direct Input" * "OFS_% Increase/(…
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New Video AvailableWe are pleased to announce the availability of the following new video: Managing Approvals with Approval Groups in Cloud EPM Learn how to set up approval groups and mana… -
Shared Members unavailable on Approvals ProcessSummary: I'm developing a structure of shared members and would like to add then in the Approvals process but no shared members are displayed. Its OK don't show shared m… -
Approval Workflow on custom dimensionSummary: Approval Workflow can be set up only in Custom segment ? As per standard feature, it can be enabled in co-junction with Entity\Entity-Custom segment only. Conte…
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PBCS- Cannot see the Period mapping type in data load ruleSummary: PBCS- Cannot see the Period mapping type in data load rule Content (required): Hi Im performing a file based integration. And we have the global, application an…
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New Video and Hands-on Tutorial Available for PlanningWe are pleased to announce the availability of the following new Video and Hands-on Tutorial: Overview: Threshold-Based Approvals in Cloud EPM Planning This overview hig…
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How to skip reviewers in the promotion pathSummary: Content (required): Hi everyone, Our promotion path is as follows Owner: can be a user or a group in which multiple users are included Reviewers Level 1 approva…
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Error in Groovy Calc calling the Change Planning Unit StatusContent I am trying to use this command in a groovy calc. I have gotten other direct calls to the REST API to work with this connection. I have reviewed the help for thi…
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Load data using data management while entity is under approvalsHello everyone, I am locking entity using approvals or through dimension security, then I cannot submit data using SV, that's ok. Now, I Can load data using data managem…