Workflow
Discussion List
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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 11 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 73 views 7 comments 0 points Most recent by Sarinee.p Payables, Payments & Cash Management
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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 31 views 1 comment 0 points Most recent by Ravi Prakash Shukla-Oracle Payables, Payments & Cash Management
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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 109 views 3 comments 0 points Most recent by SritharThangavel Payables, Payments & Cash Management
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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 270 views 1 comment 0 points Most recent by Lori K-Oracle Payables, Payments & Cash Management
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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 11 views 1 comment 0 points Most recent by Lori K-Oracle Payables, Payments & Cash Management
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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 41 views 3 comments 0 points Most recent by Ravi Prakash Shukla-Oracle Payables, Payments & Cash Management
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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…
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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
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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 98 views 3 comments 0 points Most recent by Crystal Joy.Paule Payables, Payments & Cash Management
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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 74 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 38 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 41 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 21 views 1 comment 0 points Most recent by Lori K-Oracle Payables, Payments & Cash Management
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Notification to vendor for every invoice status update (validated, cancelled, approval rejectedSummary: The business user is inquiring if there's a way to send a notification to the vendor for every invoice status update like when an invoice gets validated, cancel…Juliet Soriao 21 views 3 comments 1 point Most recent by Juliet Soriao Payables, Payments & Cash Management
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How to differentiate Unclaimed or Stale Cheques Versus Claimed or Normal Cheques?Summary: Normally, claimed cheques which appears in the bank statement are reconciled with the respective cheques created in the system. On the other hand, in order to o…VDoolhur 31 views 1 comment 0 points Most recent by Lakshmish Rao-Oracle Payables, Payments & Cash Management
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Is there anyone who is open to sharing step-by-step instruction how to prepare 1099 filing report?Hello, We have almost new Oracle end users support Accounts Payable. We need help or instruction how to prepare or create US 1099 Tax report for 2023 tax filing. Detail …Cris_Yee_Allenite 42 views 2 comments 0 points Most recent by Cris_Yee_Allenite Payables, Payments & Cash Management -
What column to consider for converting Invoice amount to USD while setting Inv Rules in SpreadsheetSummary: Hi Team, When Loading rules via Spreadsheet, considered Rule Evaluation Currency at Header level as "USD" and loaded the rules. When Invoice is created in other…Kumar_Tarun 31 views 2 comments 0 points Most recent by Kumar_Tarun Payables, Payments & Cash Management -
More than 1 AP Invoice Approval spreadsheetSummary: How can we have more that one AP Invoice Approval spreadsheet based on different Business Units or Ledgers. We have 3 company to add onto Fusion with different …Seef Muller 31 views 2 comments 0 points Most recent by Seef Muller Payables, Payments & Cash Management
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Error in hold resolution routingSummary: Error in hold resolution routing for different suppliers Content (please ensure you mask any confidential information): We have configured rule in "FinAPIncompl…Jyoti_Garg 53 views 1 comment 0 points Most recent by Vinay Galithoti-Oracle Payables, Payments & Cash Management
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Need Separate workflow for Ad hoc payment & attachment feasibility at Ad hoc payment creation LevelSummary: Hi Team, As per Business Requirement we need separate approval work flow for Ad hoc Payment only - as we know that Bank account transfer is also sharing the sam…vamshi Galipelli 22 views 1 comment 0 points Most recent by Neeraj Pandey-Oracle Payables, Payments & Cash Management -
AP Invoice Approvals for Inactive usersSummary: Hi, We have management users , who only approve AP invoices. They dont have any roles in Oracle fusions Saas. I believe Oracle periodically suspend the accounts…Robert A 172 views 4 comments 0 points Most recent by Anjali Kakaraparthi -Oracle Payables, Payments & Cash Management
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Transaction Account DefinitionSummary: What is the purpose of the Account Derivation Method in Manage Invoice Options Content (please ensure you mask any confidential information):What is the purpose…Jyoti_Garg 42 views 2 comments 0 points Most recent by Sandeep Nayak-Oracle Payables, Payments & Cash Management
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Option to route the 'Request Information' to requester of invoice during approval workflow.Summary: Option to route the 'Request Information' to requester of invoice during approval workflow. Content (please ensure you mask any confidential information): Hi, W…Swati97 92 views 1 comment 0 points Most recent by Somashekhar K-Oracle Payables, Payments & Cash Management
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How to add business unit name to invoice approval notificationSummary: I have been trying to add the business unit name to the Invoice Approval Notification in BPM Worklist but the notification shows as "NULL" where the Business Un…Marina Girgis 32 views 1 comment 0 points Most recent by Priyaranjan Shetty-Oracle Payables, Payments & Cash Management -
Skips approval when invoice is already viewed by approver and sent back to requestor for reviewSummary: The situation is not acting as the clients would anticipate; they feel that if the invoice started with A, went to B for review, that the invoice should go back…Rajesh_BR 12 views 3 comments 0 points Most recent by Rajesh_BR Payables, Payments & Cash Management
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Creating AP invoices in Approved StatusSummary: Creating AP invoices in Approved Status Content (required): We have a requirement where we want to create AP invoices in Approved status without any validation …
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Change Invoice Approval > List of fields triggers change approvals in AP InvoiceSummary: Change Invoice Approval > List of fields triggers change approvals in AP Invoice Content (please ensure you mask any confidential information): We just want to …Kumar 57 21 views 1 comment 0 points Most recent by Petru Hirja Payables, Payments & Cash Management -
we want to add two user additionally as FYI after all approvers approves the invoice.Summary: we want to add two user additionally as FY I notifications after all approvers approves the invoice. Please suggest how to write conditions in Invoice approval …Muzaffaruddin 41 views 2 comments 0 points Most recent by Muzaffaruddin Payables, Payments & Cash Management
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Configure an Approve approval rules for Invoices with PO Matched lines and Non-PO Matched linesSummary: How to Configure an Approve approval rules for Invoices with PO Matched lines and Non-PO Matched lines? Can you share the if condition that's identify the PO Ma…Mahmoud9308 78 views 3 comments 1 point Most recent by Sunil_Bhatt_0001 Payables, Payments & Cash Management