Workflow
Discussion List
-
User wants to update the verbiage of Invoice Approval Invoice Approval Email NotificationUser wants to update the verbiage of Invoice Approval Invoice Approval Email Notification, when the approver wants to approve/reject the payables invoice through email. -
Inquiry User Unable to See Request Comments within 'Approval and Notification History'Summary: We have a payables inquiry user that has access to see 'Approval and Notification History' within an invoice; however, the comments section always shows 'no rec…hannah_barry 82 views 5 comments 0 points Most recent by hannah_barry Payables, Payments & Cash Management
-
Unable to create AP Approval rules based on Ledger CurrencySummary: Unable to create AP Approval rules based on Ledger Currency Content (please ensure you mask any confidential information): We are trying to create AP approvals …Bhanu Prakash Sharma 11 views 2 comments 0 points Most recent by Lakshmish Rao-Oracle Payables, Payments & Cash Management -
Invoice Account Coding Workflow HistorySummary: Client's AP Manager has a requirement to view account coding approval history on AP Invoice Screen, where Invoice Approval history can be seen. But Oracle does …Abhijeet Tamoli 45 views 3 comments 1 point Most recent by Faith W Payables, Payments & Cash Management -
How To Auto-Copy A Value From A Standard Field To A DFF On The Payables Invoice Line?Summary: We have a requirement to copy Ship To Location name of Invoice Line to a Invoice Line Global DFF so that we can use Global DFF to write the Invoice Approval Rul…Mallela Mahesh Kumar 152 views 4 comments 0 points Most recent by Shobhan Panchagiri Payables, Payments & Cash Management
-
AP Invoice approval rule spreadsheet for sequential configurationSummary: Hi, Need to create sequential approval rules for AP invoices. Requirement is when invoice is forgsaxena 24 views 2 comments 0 points Most recent by Cosmin Nadolu-Oracle Payables, Payments & Cash Management
-
Problem reclassifying an account on an AP invoice in dollarsHello everyone, I have a problem with an AP invoice in dollars: The first line is recorded with the wrong account at the distribution level, and the invoice is validated…Jorge Luis Gomez 52 views 2 comments 9 points Most recent by Alberto Villaizan Paredes Payables, Payments & Cash Management -
How to use 'Enable auto assignment' function in BPM ?Hi All, I am trying to set a BPM. and I found this setting 'Enable auto assignment' may I know how to use it? Literally, is it assign to the users in the approval group …Weitao 52 views 2 comments 0 points Most recent by Ali Husseini Payables, Payments & Cash Management
-
Send notification to a project role post auto approvalSummary: We have a requirement wherein once the project status is updated from Pending Close to Final Close, a particular project role should get notified. We are trying…
-
FYI notifications to be triggered for user once the Payables Invoice is Approved - Spreadsheet RulesSummary: FYI notification is to be sent for the user once the invoice is approved by the final approver. Currently, the approval rules are configured through spreadsheet…Phaneendra PVN 75 views 3 comments 0 points Most recent by User_EUOTY Payables, Payments & Cash Management
-
Possibility of adding static message in AP Invoice Approval WorkflowSummary: Hi Team, We have recently enabled the Single Type Participant In Parallel Rule set for the AP Invoice Approval rules and added the Financial Controller for the …Swati97 31 views 7 comments 0 points Most recent by Meghana Gaddam-Oracle Payables, Payments & Cash Management
-
How to use uppercase in approval spreadsheetSummary: Hi, I am writing approval rules based on user name e.g. if a user is abc@xyz.com then it should route to pqr@xyz.com. I am using spreadsheet to upload rules. Ho…gsaxena 11 views 3 comments 0 points Most recent by Meghana Gaddam-Oracle Payables, Payments & Cash Management
-
How to set 3 way and 2-way matching AP workflow invoice workflow using spreadsheetSummary: Need to set rule 2-way and 3-way matching AP workflow invoice workflow using spreadsheet with example. Added Match Approval level values with Unmatched Invoice …CharuDalvi 113 views 2 comments 0 points Most recent by Laxman Jaiswal 86 Payables, Payments & Cash Management
-
Invoice Hold Approval delay notification by few daysSummary: Invoice Hold Approval delay notification by few days Content (required): Our client requirement to delay to Invoice Hold Approval notification the buyer/request…Hemant T 62 views 3 comments 0 points Most recent by Shweta Mangal Payables, Payments & Cash Management
-
We need a solution where invoice to be approved only once if PM and PGM are same person.Summary: Project invoices in Payables where the Project Manager (PM) (Level1) and Program Manager (PGM) (Level2) are the same person, invoice after getting approved by P…Ritesh Agarwal 51 views 4 comments 0 points Most recent by Marcellus-Oracle Payables, Payments & Cash Management
-
Payroll Refernce Number in Cash ManagmentContent FRom where this Number is generated Means from where i can search based on this ? If navigation can be provided it will be helpful thanks Highlighted in attached…
-
How to configure AP Invoice Approval routing to division manager based on Manage Division setupSummary: We have a requirement where every cost center is tagged to a division & a division manager based on which we need to route the AP Invoice approval workflow. Con…Shireen Mirza-Oracle 1 view 4 comments 0 points Most recent by Shireen Mirza-Oracle Payables, Payments & Cash Management
-
Foreign currency Invoice Approval through spreadsheetSummary: We want to configure AP approvals through spreadsheet where foreign currency invoice should be converted to to Functional currency (GBP) and then it should go f…User_UPHXT 35 views 1 comment 0 points Most recent by Neha Garg-Oracle Payables, Payments & Cash Management
-
Invoice Approval Foreign CurrencySummary: Hi, we are enable invoice approval. There is 2 BU currently active in the environment. ABC BU functional currency is MYR. XYZ BU functional currency is IDR. We … -
How to write a condition based on Fund Check Status in AP Invoice Approval SpreadsheetSummary: We have a requirement to write AP Invoice approval conditions based on the Fund Check Status Attribute, example if status is failed it should go to TMG for appr…Shireen Mirza-Oracle 12 views 1 comment 0 points Most recent by Md_Anees-Oracle Payables, Payments & Cash Management
-
How to Check Funds Status in AP Invoice BPM?Hi All, I'd like to configurate my AP invoice BPM with budget control. eg. If funds status is XX, assign to A approval group, If funds status is YY, assign to B approval…Weitao 2 views 3 comments 0 points Most recent by Md_Anees-Oracle Payables, Payments & Cash Management
-
how to use account coding workflow even though AI apps for coding is used.Summary: Hi Community, Currently our client is using Account coding workflow to requestor, we want to Implement Intelligent Account Combination Defaulting as well, since…Subhash M V 32 views 9 comments 0 points Most recent by Subhash M V Payables, Payments & Cash Management
-
Can we have parallel approval within approver groups?Content (required): Hi Everyone, We have a requirement to create an approval group and then any one person from the group needs to take action. Currently in the system w…Karishma D 65 views 5 comments 0 points Most recent by Gaurav_20 Payables, Payments & Cash Management
-
Invoice Approval Workflow IssueSummary: We have Invoice Approval Rules For invoices that meet the criteria of the rule "Non-PO Invoices LOB:CC 000.0000", they are initially assigned to the correspondi…Gifty V 13 views 1 comment 0 points Most recent by Shivam Chauhan-Oracle Payables, Payments & Cash Management
-
How to auto approve or skip the Account Coding based on Supplier TypeSummary: How to auto approve or skip the Account Coding based on Supplier Type Content (please ensure you mask any confidential information): We are defining Account Cod…Bhanu Prakash Sharma 13 views 1 comment 0 points Most recent by Vivek Mandowara-Oracle Payables, Payments & Cash Management
-
AP invoice with 500 lines remains in status InitiatedSummary: AP invoice with 500 lines remains in status Initiated Hello, Our customer has a monthly AP invoice, PO matched, which contains around 550 lines. The invoices fo…CristinaTanasescu 11 views 8 comments 0 points Most recent by CristinaTanasescu Payables, Payments & Cash Management
-
How to default ISP supplier as AP invoice requesterSummary: Hello, is there a way to default the ISP supplier user as the AP invoice requester? Content (please ensure you mask any confidential information): Based on the …Chris_Li1 13 views 1 comment 0 points Most recent by MiaM-Oracle Payables, Payments & Cash Management
-
How to "Add Custom Value" for Start Approver in Invoice Approval workflow Excel Sheet?Summary: We have specified scenario to use different start user for a specific set of suppliers. Are there any sample values or recommended formats for creating and util… -
Oracle AI StudioSummary: How to access Oracle AI Studio ? Content (please ensure you mask any confidential information): Oracle recently launched Oracle AI Studio. How the same can be a…Shantanu_Ghosal 234 views 6 comments 2 points Most recent by mkthg Oracle AI for Fusion Applications
-
Future approvers - Payables invoice - SQL querySummary: Hello, We would like to find a way of extracting the future approver of an AP invoice through an SQL query. We are aware that this is available at the level of …CristinaTanasescu 51 views 6 comments 0 points Most recent by CristinaTanasescu Payables, Payments & Cash Management