Workflow
Discussion List
-
how to create invoice approval for invoice matched to PO line via Workflow rules in spreadsheetSummary: We have requirement to auto approve invoices matched to PO and these rules need to be created through task manage workflow rules in spreadsheet. please let me k…Sunil_Bhatt_0001 33 views 1 comment 0 points Most recent by Nitesh Gupta. Payables, Payments & Cash Management -
How to disable/hide Administration and/or Preference options in BPM Worklist drop down menu?Summary: Is there a way to disable or hide the Administration and/or Preferences options in the BPM Worklist user drop down menu? Content (please ensure you mask any con…
-
Edit Distributions out of BalanceSummary: During invoice approval, users are able to Edit Distributions through the notification. If the user changes the total amount of the distributions to an amount g…Neal Foley 12 views 2 comments 0 points Most recent by Neal Foley Payables, Payments & Cash Management
-
Enable reminder for Invoice Hold FYI NotificationsSummary How to steps to enable reminder for Invoice Hold FYI NotificationsContent Hi Oracle Experts, Business just went live to use the Invoice Hold FYI Notification and…Jennica Pedro 251 views 4 comments 0 points Most recent by NIKHIL KUDROLI Payables, Payments & Cash Management
-
How to disable notifications only for few workflowsSummary: How to disable notifications only for few workflows Content (please ensure you mask any confidential information): We have a requirement where we want to enable…Jyoti_Garg 23 views 3 comments 0 points Most recent by Venk Kudire- Support-Oracle Payables, Payments & Cash Management
-
The workflow rules couldn't be created for process 1,087,880.Summary: Error while uploading the 23D invoice approval spreadsheet. Content (please ensure you mask any confidential information): Hi, I had to download the 23D templat…GaelleP 655 views 6 comments 1 point Most recent by Sandeep Arora Payables, Payments & Cash Management -
Send IDR Links and attachments on the WF notificationsWe have a requirement to send the IDR Invoice Link/attachment on the Workflow notifications (Not Email Notification). Would like to understand, Was there any functionali…Murali Polineni 101 views 6 comments 0 points Most recent by Liz Konley Payables, Payments & Cash Management
-
Workflow rules in spredsheet - Parallel Stage vs Spreadhseet BlocksHello, with BPM we configured a rule that send the approval request to all the invoice line requester users in parallel. With the "Manage Workflow Rules in Spreadsheet" …GiuliaC-Oracle 34 views 6 comments 0 points Most recent by Surya Teja Atkuri-Oracle Payables, Payments & Cash Management -
Ideal time to run "Synchronize Notifications in Global Header"Summary: Ideal time to run "Synchronize Notifications in Global Header" Content (please ensure you mask any confidential information): What should be the ideal time to r…Jyoti_Garg 16 views 1 comment 0 points Most recent by Ravi Tilekar Payables, Payments & Cash Management
-
Need to allow holds resolution routing for system invoice Hold codeSummary Need to allow holds resolution routing for system invoice Hold codeContent Hi, For our user case, we need to allow holds resolution routing for system invoice Ho…Mohamed jouini 245 views 4 comments 1 point Most recent by AmitGoel Payables, Payments & Cash Management
-
Can users default preferences for BPM worklist criteria?Summary: We have the following inquiries - Can I alter the defaulted preference for the BPM worklist criteria, such as Me, Assigned, All? Is the Number column, the WF tr…Trang Tran UCD 11 views 1 comment 0 points Most recent by Venk Kudire- Support-Oracle Payables, Payments & Cash Management -
Payment File Register Report with Document DetailSummary: Is this "Payment File Register Report with Document Detail" newly added by Oracle in "Payment Process Profile"? Content (please ensure you mask any confidential…Jyoti_Garg 23 views 2 comments 0 points Most recent by Jyoti_Garg Payables, Payments & Cash Management
-
How to create AP approval rules based on the Employee Location in HCM?Summary: Hi, How to create an AP approval rule based on the Employee Location in HCM? in our business we have Employees are working in deferent locations, So, we need to…Mahmoud9308 22 views 1 comment 0 points Most recent by Mahmoud9308 Payables, Payments & Cash Management
-
how to Approve Invoices by Invoice Group (Batch)Summary how to Approve Invoices by Invoice Group (Batch)Content Customer would like to approve the invoice by Invoice Group, is it possible to approve in single Go. Busi… -
Invoice ApprovalsHi Team, We have a requirement on how can we Create unmatched Invoice Approval Rules Using a Spreadsheet using Project number? Can someone help us out how to achieve thi…Neeha 12 views 1 comment 0 points Most recent by Bogdan Nita-Oracle Payables, Payments & Cash Management
-
Payment Approval Notification to include all related invoicesSummary: Is there a way for Payment Approval Notification to include all related invoices?Kaz 52 views 3 comments 0 points Most recent by Mohamed Sadik -Oracle Payables, Payments & Cash Management
-
Can we route Invoice Approvals in parallel instead of serial using Invoice Approval TemplateSummary: Our requirement is to first route invoices to Project Manager for approval based on the Project assigned on the invoice line. If the invoice has 2 lines, each t…Chuck 12 views 1 comment 0 points Most recent by Vinay Galithoti-Oracle Payables, Payments & Cash Management
-
How to see the AP invoice that apply which rule on BPM WorklistSummary: We have many rules on BPM Worklist. How to see the AP invoice document that apply which rule on BPM Worklist? Content (please ensure you mask any confidential i…Sarinee.p 75 views 7 comments 0 points Most recent by Sarinee.p Payables, Payments & Cash Management
-
Difference between "Pending" and "Others" in Approval Infotile on Invoices dashboardSummary: Difference between "Pending" and "Others" in Approval Infotile on Invoices dashboard Content (please ensure you mask any confidential information): I am not abl…Jyoti_Garg 35 views 1 comment 0 points Most recent by Ravi Prakash Shukla-Oracle Payables, Payments & Cash Management
-
Updated Supplier Profile/Address level bank account number is not visible before change req approvedHello Team, I'm in need of information regarding supplier-level bank account number updates. When we do any update in bank account number in supplier profile or supplier…SritharThangavel 106 views 3 comments 0 points Most recent by SritharThangavel Payables, Payments & Cash Management
-
Format of value passed to HierarchyBuilder.getPrincipal for FinApInvoiceApprovalSummary: Format of value passed to HierarchyBuilder.getPrincipal for FinApInvoiceApproval Content (required): A customer I support has a DFF on the AP Invoice Header cal…JimCC 251 views 1 comment 0 points Most recent by Lori K-Oracle Payables, Payments & Cash Management
-
Can the renew button on approval not be used multiple times to extend the notification escalation?How does the renew option works on the AP invoice approval notification. Can it be used multiple times to extend the notification escalation?KanikaGupta 12 views 1 comment 0 points Most recent by Lori K-Oracle Payables, Payments & Cash Management
-
How to enable "rejection notification" in case of invoices gets rejectedSummary: How to enable "rejection notification" in case of invoices gets rejected Content (please ensure you mask any confidential information): We are not getting notif…Jyoti_Garg 43 views 3 comments 0 points Most recent by Ravi Prakash Shukla-Oracle Payables, Payments & Cash Management
-
Need a Prepayment and standard Invoice amount difference clarityHI. I have a scenario regarding prepayment and standard invoices. For example. I created a prepayment invoice in the amount of 10,000 to the supplier and payment was als…
-
Can we set up payment approval based on the currency type?Can we set up payment approval based on the currency type?Janitha Perera 31 views 5 comments 0 points Most recent by Janitha Perera Payables, Payments & Cash Management
-
How to Setup Approval Flow for Invoice Type: Payment requestSummary: Hi Experts Please advise how to Setup Approval Flow for Invoice Type : Payment request If Yes. Please advise how to meet the requirement If No, Can we meet this…Satya Mothe 91 views 3 comments 0 points Most recent by Crystal Joy.Paule Payables, Payments & Cash Management
-
How to restrict worklist and email notifications for just one of the payables invoice approval rulesSummary: We have five rules in the AP invoice approval workflow spread across multiple stages and participants. For all the rest we need to have notifications (both via …Sawant, Gurudas 66 views 2 comments 0 points Most recent by Lori K-Oracle Payables, Payments & Cash Management -
How to configure Approvals for changes to accounting on fully-paid invoices?Sometimes we need to correct the accounting on fully-paid payables invoices. And as a small municipal organization, we are unable to rely on security roles, alone, to pr…Eric Geddes 31 views 6 comments 0 points Most recent by Eric Geddes Payables, Payments & Cash Management -
Invoice Approval- Fund Check ValidationSummary: We need to make mandatory for Approver to Check Fund (Budget) before approving the invoice via BPM notification, if fund is failed then Approver should not be a…azharaazmi 43 views 1 comment 0 points Most recent by User_823U5 Payables, Payments & Cash Management -
How to configure AP Approval Exception rules using spreadsheetSummary: AP Approval Exception rules to be configured using spreadsheet. Content (required): Is it possible to configure the Pay group "Approval Exception rule using spr…Karthic V 22 views 1 comment 0 points Most recent by Lori K-Oracle Payables, Payments & Cash Management