Workflow
Discussion List
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Add ability to View AP Invoice within notification (FinApInvoiceApproval)Summary: Hi All, I have a requirement to grant the ability for AP approval for viewing the PDF via BPM notification. From where can I achieve such ability on BPM configu…Eliran Hadad 12 views 3 comments 0 points Most recent by Eliran Hadad Payables, Payments & Cash Management -
In Invoice Approval Spreadsheet there is option to Add Block. What happens by adding block?Summary: In Manage Workflow Rules in Spreadsheet setup, for invoice approval there is option to Add Block. If we click on Add Block, then is a new Rule Set added? And is…Gitika Baranwal 44 views 8 comments 0 points Most recent by SIDDHARTH D SHAH Payables, Payments & Cash Management
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How to configure AP Invoice approval workflow based on Budget Availability of ExpenseSummary: We need to configure AP Invoice approval based on the condition if Budget is available or not. Content (please ensure you mask any confidential information): We…Shireen Mirza-Oracle 23 views 1 comment 0 points Most recent by Bogdan Nita-Oracle Payables, Payments & Cash Management
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Need to populate PO discount details in Invoice UISummary: Hi there, Business created PO with 50% amount discount. They created Invoice with same PO, at Invoice line level it is showing the updated amount (after discoun…Mahaboob Basha717 1 view 1 comment 0 points Most recent by MiaM-Oracle Payables, Payments & Cash Management
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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 104 views 5 comments 0 points Most recent by hannah_barry Payables, Payments & Cash Management
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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 42 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
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AP Invoice approval rule spreadsheet for sequential configurationSummary: Hi, Need to create sequential approval rules for AP invoices. Requirement is when invoice is forgsaxena 23 views 2 comments 0 points Most recent by Cosmin Nadolu-Oracle Payables, Payments & Cash Management
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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 51 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 55 views 2 comments 0 points Most recent by Ali Husseini Payables, Payments & Cash Management
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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…
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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 113 views 3 comments 0 points Most recent by User_EUOTY Payables, Payments & Cash Management
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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 32 views 7 comments 0 points Most recent by Meghana Gaddam-Oracle Payables, Payments & Cash Management
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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 12 views 3 comments 0 points Most recent by Meghana Gaddam-Oracle Payables, Payments & Cash Management
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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 175 views 2 comments 0 points Most recent by Laxman Jaiswal 86 Payables, Payments & Cash Management
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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 64 views 3 comments 0 points Most recent by Shweta Mangal Payables, Payments & Cash Management
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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
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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
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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 11 views 1 comment 0 points Most recent by Md_Anees-Oracle Payables, Payments & Cash Management
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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 1 view 3 comments 0 points Most recent by Md_Anees-Oracle Payables, Payments & Cash Management
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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 63 views 5 comments 0 points Most recent by Gaurav_20 Payables, Payments & Cash Management
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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 11 views 1 comment 0 points Most recent by Shivam Chauhan-Oracle Payables, Payments & Cash Management
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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 18 views 1 comment 0 points Most recent by Vivek Mandowara-Oracle Payables, Payments & Cash Management
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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 13 views 8 comments 0 points Most recent by CristinaTanasescu Payables, Payments & Cash Management
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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 11 views 1 comment 0 points Most recent by MiaM-Oracle Payables, Payments & Cash Management
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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 241 views 6 comments 2 points Most recent by mkthg Oracle AI for Fusion Applications