Workflow
Discussion List
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Upload AP Invoice Approval Rules Usi issue while uploading Invoice Approval rule through SpreadsheetSummary: After uploading the zip the error is You've uploaded an older version of the rule file. Download the latest rule template from the Manage Workflow Rules in Spre…Badripalli Archana-Oracle 277 views 4 comments 0 points Most recent by Weidan Guo Payables, Payments & Cash Management -
Budgetary Control ApprovalSummary: We have a requirement to configure approval while entering budget on spreadsheet, users & budget manager get notified and approve. Requirement is to secure budg…Yara Ibrahim-Oracle 25 views 1 comment 1 point Most recent by Baidehi Nanda–Support-Oracle Budgetary Control
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How to write Payment approval rule in BPM to Convert Total Amounts To USDSummary: I'm trying to create a payment approval rule based on payment process request amounts converted to another currency (for example USD dolars). please guide me on…User_59SY2 32 views 2 comments 0 points Most recent by User_59SY2 Payables, Payments & Cash Management
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25A feature: Support Alias for Aggregate Functions in Simplified Rules Configuration SpreadsheetsI’m reviewing the release notes for 25A and can’t figure out this feature. In the Rules Configurations Spreadsheets that I downloaded from our demo-environment, on the t…Fiona van Rooij 81 views 1 comment 0 points Most recent by Amitabha Payables, Payments & Cash Management
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Usage of Approval Patterns "Each", "None", "Aggregate", "At Least One" in Spreadsheet loader for APSummary: How to use Approval Patterns in Spreadsheet loader for AP Content (please ensure you mask any confidential information): Hi, I used to configure approval rules …JimVT 23 views 5 comments 0 points Most recent by Bogdan Nita-Oracle Payables, Payments & Cash Management -
Invoice Summary Says "Initiated" while the database column "Approval Status is showing as 'Approved;While doing some research on on the invoice, I noticed that the Invoice Summary states the Approval status as "Initiated" while the database column "Approval Status" fro…Wilson Chelakadan 6 views 1 comment 0 points Most recent by Latha Palanisamy-Oracle Payables, Payments & Cash Management -
Block invoice hold release on mail notificationsSummary: Block invoice hold release on mail notifications Content (please ensure you mask any confidential information): Hi, invoice hold notifications are sent to reque…Antoine.Kaiber 11 views 1 comment 0 points Most recent by Antoine.Kaiber Payables, Payments & Cash Management -
How to cancel invoice or lines that have a PO with a cancelled line or 0 amount quantity?We enabled a functionality (Prevent Cancellation of Partially Received or Invoiced PO's) in mid January. Before we enabled this feature we had two purchase orders and th…Christina O 128 views 2 comments 0 points Most recent by Pablo Schenquerman Payables, Payments & Cash Management
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Invoice Approval for AR Refund InvoicesSummary: As per our business requirement, we require approval for AR Refund invoices, so for that we used setup "Manage Workflow Rules in Spreadsheet however" when Refun…Gangadhara 33 views 2 comments 0 points Most recent by Jiten Jataniya Payables, Payments & Cash Management
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Oracle Reviewer workflow before ApproverHi, Please advise how we can set up specific workflows (not all workflows) to have a reviewer review before approval. The reviewer will not have any authority to approve…Bala Murali SV8 11 views 3 comments 0 points Most recent by Bogdan Nita-Oracle Payables, Payments & Cash Management
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Can we send Approval to an Email ID?Summary: We need to route AP Invoice Incomplete Scans approval Notification to users bearing a specific email ID. Multiple users will be assigned the same "Home Mail" ID…Iffat Shaikh 21 views 2 comments 0 points Most recent by Navya Siddaling Payables, Payments & Cash Management -
How can we reinitiate approval for an invoice after bank account is changed from manage installmentsSummary: How can we reinitiate approval for an invoice after bank account is changed from manage installments of an approved invoice Content (required): How can we reini…Shilpa Gada 41 views 5 comments 0 points Most recent by Jiten Jataniya Payables, Payments & Cash Management
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Approval rule should not trigger until the previous rule related users approve the invoiceScenario: 1)Invoice amount < = 10000 it should go for an Approval group consisting of 3 members 2)Invoice amount between 10000 to 15000 it should go for approval to Appr…Beeram Sravan 1 view 1 comment 0 points Most recent by Beeram Sravan Payables, Payments & Cash Management
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Visible the Comments to AP Invoice Approver that entered by Account Coding Approver.As per the requirement client using two workflow approvals ( FinApInvoiceAccountCoding and FinApInvoiceApproval) . And wanted to Visible the Comments to AP Invoice Appro…Subramanyam.karamala 55 views 1 comment 1 point Most recent by Daniela Petria-Oracle Payables, Payments & Cash Management
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How can we use DFF Column to send FYI Notifications in Supplier Registration Portal ApprovalsSummary: We are collecting email from Suppliers on Next Gen Supplier Registration Portal in a DFF, We would like to send FYI Notifications to the email we get in the DFF…Narasimha Rao Kondapalli 33 views 2 comments 0 points Most recent by Melissa Carrick - Oracle-Oracle Supplier Management
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How to setup a rule configuration using position code for salary change?Summary: How to setup a rule configuration using position code for salary change? Can anyone please help. Content (please ensure you mask any confidential information): …
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Send FYI Notification to Requesitioner after Invoice is approved and Payment is approvedSummary: We have a requirement to send the following notification emails to the user (Requisitioner) who created the Purchase Requisitions (PR). Email notification after…Magesh Ganesan 2 views 1 comment 0 points Most recent by AnamariaRoman-Oracle Payables, Payments & Cash Management
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Ability to query payment batch approval information in the applicationWe started using Oracle's Payment Approval functionality in July, 2024. Our auditors are now asking for screenshots from within Oracle to show the approvals of payment b…
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How to Rename the BPM Workflow Task HeadingSummary: We have a requirement to amend the BPM Workflow Task Title / Heading with additional details. Content (required): We have a requirement to amend the BPM Workflo…Siva Mutukuru 2 views 2 comments 0 points Most recent by Siva Mutukuru Payables, Payments & Cash Management
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How to setup Credit Memo Approval in PayablesSummary How to setup Credit Memo Approval in PayablesContent Business Requirement is for Credit Memo Invoices: I need to achieve the requirement for Credit Memo approval…Kumar 57 295 views 7 comments 0 points Most recent by Sandeep Nayak-Oracle Payables, Payments & Cash Management -
How to Remove 'Approve' button from In-App(Bell) notificationSummary: How to Remove 'Approve' button from In-App(Bell) notification Content (please ensure you mask any confidential information): We have customized InvoiceApprovalN…Gnanadurai Pragasamuthu 231 views 7 comments 0 points Most recent by Utsav_Kar01 Payables, Payments & Cash Management
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AP Invoice AutoApprove and AutoReject rules configured using spreadsheet are not working as expectedI am configuring an AutoApprove rule for PO-matched invoices using a spreadsheet with the following conditions: PO Matched: Yes Requestor Name: Not null Invoice Type: St…TM_18 127 views 1 comment 0 points Most recent by Keerthi Lakshmanan-Oracle Payables, Payments & Cash Management
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Hide Request Info for AP Invoice approval email notificationsSummary: I followed the instructions in Support # KB6939 and it's still not working. The AP Invoice approval email notifications are still showing the Request Info butto…Lisa D 12 views 1 comment 0 points Most recent by Lakshmish Rao-Oracle Payables, Payments & Cash Management
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AP TAD and Account Coding WorkflowWith the new AP TAD, is anyone in an environment where you enable AP TAD + Account Coding Workflow. Are you finding that in the Account Coding Workflow, the user must st…erpexpert03 12 views 1 comment 0 points Most recent by Daniela Petria-Oracle Subledger Accounting & Accounting Hub -
The Actions button is grayed out preventing us from taking any action on the incomplete invoicesOn the Payables invoices, Actions button is greyed out and not allowing to cancel the invoices. The invoices are in incomplete status. Kindly seeking your support for th…Phani Murthy-Oracle 389 views 3 comments 0 points Most recent by Scott Leong Payables, Payments & Cash Management
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AP Invoice workflow approval rules, switch from parallel to First Response WinsSummary: In BPM, our current AP Invoice Workflow rules are setup as Parallel rules, We are now being asked to change some of your existing rules to use an approval group…Kelly Burhans 44 views 2 comments 0 points Most recent by Carlo_M. Payables, Payments & Cash Management
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Add Approver to AP Invoice ApprovalSummary: We have approval rules setup for payable invoices so that they route to the proper approvers. Occasionally we need to get approval to pay an invoice from an add…Robert G Wilkinson 193 views 4 comments 0 points Most recent by Joyce Y Payables, Payments & Cash Management
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Best Practices for AP Invoice Approval Workflow Maintenance in BPMHi All, Can you please suggest best practices for maintaining AP Invoice Approval Workflow on regular basis for: Zero intervention (Employee-Supervisor or Job-level hier…SaurabhSinghal26 32 views 3 comments 0 points Most recent by Bogdan Nita-Oracle Payables, Payments & Cash Management
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Approval Action - Renew Button purposeSummary: Hi Team As per link - Renew button under Invoice action has purpose - "Give yourself more time (seven days is the default) to act on the task, if the task is ab…ShrutiSood 108 views 7 comments 0 points Most recent by Marius Neata Payables, Payments & Cash Management
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Requirement to add Invoice Description to Invoice Approval Workflow Notification TitleSummary: Our business requires the Invoice Description to be added as part of Invoice Approval Notification title that is seen from bell icon in Fusion. Please let us kn…Santosh_V 12 views 4 comments 0 points Most recent by Santosh_V Payables, Payments & Cash Management