Workflow
Discussion List
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Approval Remarks for Completed Bank Reconciliation in Oracle Cash ManagementContent Hi I would just like to inquire if there is a way to mark the completed bank reconciliation in oracle cash management as "Approved"? because currently, what i ca…User_2025-02-11-12-30-38-982 46 views 1 comment 1 point Most recent by Cristian Bilibou-Oracle Payables, Payments & Cash Management -
Send invoice approval to PO Requestor for 2-way PO Matched invoicesSummary How to send invoice approval to PO Requestor for 2-way PO Matched invoicesContent Hi All, Can anyone let me know if they have implemented the invoice approval wo…bmachineni 50 views 6 comments 0 points Most recent by Susheel K Raina-Oracle Payables, Payments & Cash Management -
PO Invoices goes for Exception Approver bypassing the requesterContent PO invoices with requester at line level goes for exceptional approver bypassing requester. the expectation is that it should route through requester, it there a… -
Payables Matching Hold Report is not picking any hold gains invoice not PO matchedSummary Payables Matching Hold Report is not picking any hold gains invoice not PO matchedContent do we have any hold report in AP module which will pull all invoices re…Sam Samaddar 72 views 2 comments 0 points Most recent by Sam Samaddar Payables, Payments & Cash Management
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Invoice Approval Workflow. Stages, Participants.Summary Trying to design workflow but unsure of best way to do itContent I am working on designing an approval workflow based on invoice source. Each source would then h…User_2025-02-10-15-06-52-222 50 views 2 comments 1 point Most recent by PKumar Payables, Payments & Cash Management
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How to setup BPM Invoice approval process for AssetSummary How to setup BPM Invoice approval process for Asset ItemContent Hi, I want to setup Invoice approval process in BPM for Asset items. I have used "Account Type" =…Iman Mukhopadhyay 39 views 4 comments 1 point Most recent by Iman Mukhopadhyay Payables, Payments & Cash Management
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AP Invoice Auto-Approval: User does not want to receive workflow notification of automatic approvalSummary AP Invoice Auto-Approval: User does not want to receive workflow notification of automatic approval.Content Hi Experts, AP Invoice Auto-Approval: User does not w…User_87I2Y 59 views 6 comments 1 point Most recent by User_87I2Y Payables, Payments & Cash Management
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20D: AP Invoice Escalation "Information requested by/from"Summary 20D: AP Invoice Escalation "Information requested by/from"Content Hi All, Please advise if you have implemented AP invoice escalation since our project is encoun…User_87I2Y 51 views 2 comments 1 point Most recent by User_87I2Y Payables, Payments & Cash Management
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Escalation Workflow - escalation should not go to particular person e.g. CFOSummary Escalation Workflow - escalation should not go to particular person e.g. CFOContent Hello Experts, We have implemented escalation workflow and it's working but t…User_87I2Y 70 views 4 comments 2 points Most recent by User_87I2Y Payables, Payments & Cash Management
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How to route the ap inv approval to the project manager, which project has the maximum line total amContent For example. An invoice has 5 lines with 2 different project details and an invoice amount of 5000. Project# 1: 3000 Project# 2: 2000 The payable document approv…SankarBalu 55 views 2 comments 4 points Most recent by SankarBalu Payables, Payments & Cash Management -
21B FYI holds: Comments are not supportedSummary The notification of an FYI Manual Invoice hold looks completely different in 21B. The BPM Worklist item looks just like the Email . You are not able to create Co…Osvaldo Medina 54 views 1 comment 1 point Most recent by User_5XX7A Payables, Payments & Cash Management -
AP Invoice Workflow Routing for ProjectsSummary What Project roles are available for routing AP Invoices?Content Can someone please provide me a list of the possible workflow routing options for AP Invoices wi…Judy Hamner 40 views 2 comments 0 points Most recent by Judy Hamner Payables, Payments & Cash Management -
Send approval to alternative person in case the usual approver has approved beforeContent We have a rule setup in AP approval with three stages, on Invoice Header level: STAGE0: Approval from accounting group STAGE1: Approval from business STAGE2: App…MaartenDIF 49 views 2 comments 4 points Most recent by Ervar Stecher Payables, Payments & Cash Management -
Invoice Approval flow on Net Amount instead of Gross AmountContent Hi, For the Approval Workflow of AP Invoices we've always used the attribute 'Invoice Header.Invoice Amount'. This is the gross amount, including the tax amount.… -
Why invoice coding account is completed since we validate the invoiceContent Hi, Today when we validate the invoice, the coding account status become "Complete". Is it any solution that we can't validate the invoice since the coding accou…Mohamed jouini 25 views 1 comment 0 points Most recent by JOEL DSILVA-Oracle Payables, Payments & Cash Management
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Invoice Accounting Coding WorkflowContent Hi All, The business requirement is below: - We want to use Invoice Accounting Coding workflow to validate or correct invoice distributions. Can i use this workf…Mohamed jouini 87 views 5 comments 1 point Most recent by Susheel K Raina-Oracle Payables, Payments & Cash Management
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MT940 Bank Statement ImportContent Team, We have been trying to setup MT940 Bank Statement import to our company, however we have faced with multiple issues in the process and haven't been success…Rihan Jameel 268 views 5 comments 2 points Most recent by Rihan Jameel Payables, Payments & Cash Management -
Auto Approve POs that have been Matched & ReceivedContent Hi. Using the Approval Workflow spreadsheet, does anyone know the criteria to have Invoices that are PO matched AND Received to auto approve. Currently we are sa…Marisa Escobar 44 views 2 comments 0 points Most recent by Vrind Bali Payables, Payments & Cash Management
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Applying Credit and Debit Memos to Payment Process RequestsContent When creating a payment process request in AP, there is a check box for "Apply credits up to zero amount payment". This feature allows us to pull in credit and d…Sergey Feldman 213 views 1 comment 2 points Most recent by Divya Sidhaiyan Payables, Payments & Cash Management
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AP Invoice Approval Workflow - Escalation Override ClassSummary What is purpose of this field?Content In the FinApInvoiceApproval workflow under Deadlines, Expiration Settings what is the purpose of Escalation Override Class?…
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Need Functionality that Payables Dashboard Synchronize with BPM Worklist ImmediatelyContent I've faced the issue that Dashboard doesn't seem to synchronize with BPM Worklist immediately. Once any action for Expense is taken, the corresponding notificati…
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Multicurrency Payable invoice ApprovalSummary Multicurrency Payable invoice ApprovalContent Hi Guys, I have a requirement where my client wants the AP invoice from multiple currencies to be routed to approva…Kavitha G 96 views 6 comments 0 points Most recent by Sameer Wagh-Oracle Payables, Payments & Cash Management
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Oracle Cloud Payables - prevent approval workflow notification on invoices with missing account distContent Hello Everyone! In Oracle Fusion Cloud Payables module, is there a flag that can be enabled on the workflow notifications to prevent approval of invoices that ar…User_2025-02-11-17-02-45-895 53 views 2 comments 1 point Most recent by Divya Sidhaiyan Payables, Payments & Cash Management
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How to setup BPM approval process for Wire paymentSummary How to setup BPM approval process for Wire paymentContent I need to setup BPM approval process for Wire payment. Approval rule will be simple like based on payme…Iman Mukhopadhyay 62 views 5 comments 0 points Most recent by Iman Mukhopadhyay Payables, Payments & Cash Management
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Invoice Hold Approval Flow: Cost Center Manager not possible (ERROR)Content Hi, I'm trying to have a Invoice Hold Resolution Approval Workflow configured with always the Cost Center Manager who needs to approve/release. See below the onl…JimVT 99 views 3 comments 0 points Most recent by Susheel K Raina-Oracle Payables, Payments & Cash Management
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How to restrict access to submit the installments on installment selection on AP payments in fusionSummary How to restrict access to submit the installments on installment selection on AP payments in fusion cloudContent Hi All, How to restrict access to submit the ins…Devendra Thota-220620 44 views 3 comments 1 point Most recent by Jayanth Muralidhar K-Oracle Payables, Payments & Cash Management
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System is picking the predefined approval rule first rather than PO matched ruleSummary System is picking the predefined approval rule first rather than PO matched ruleContent Team, We have created a auto approval rule(advanced mode) for PO matched …Surya01 22 views 1 comment 1 point Most recent by Avinash Sharma-218663 Payables, Payments & Cash Management -
Is there a report or interface in UI to see why rules do/don't trigger in AP Invoice Workflow?Content Prior to 21A, I used to go into the BPM list and could hover over the assigned approver to see the rule name that triggered their approval. I also went there to …Jon Kelly 44 views 2 comments 4 points Most recent by Jon Kelly Payables, Payments & Cash Management -
AP invoice approval did not include PO information in notification and email which business wanted tSummary AP invoice approval did not include PO information in notification and email which business wanted to displayContent AP invoice approval did not include PO infor…PPREE 37 views 2 comments 0 points Most recent by Susheel K Raina-Oracle Payables, Payments & Cash Management
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Route invoice approval to a dispatcherContent Hello, I am trying to route invoice approval to a dispatcher, however the dispatcher should only be able to route the invoice to another approver. He should only…Louis fayard 43 views 1 comment 0 points Most recent by Susheel K Raina-Oracle Payables, Payments & Cash Management