Can a DFF be auto-populated based on the COA segment on the AP invoice distribution combination?
Answers
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Use Case : Customer wants to drive AP workflow based on the location segment. As the location segment is not exposed in BPM, we would like to create a DFF that mirrors the location segment in the Invoice distribution combination. This needs to be auto- populated.
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Astrid - Exposing DFF has its challenges. Data redundancy and additional work for user to capture data multiple times. Please note defaulting of data in DFF based on account string on the line does not work. Besides any solution using DFFs also means that data coming from boundary system using integrations will need to populate additional data in DFFs. For all those reasons, I would not recommending using DFFs for the requirement.
Instead suggesting 2 things:
- Please review some of the ideas to expose all COA segments in AP Invoice approvals and vote them up.
- Invoice Approvals based on Segments . Ideas (1998) . Idea Lab – Payables, Payments & Cash Management . Idea Center . Oracle Cloud Customer Connect
- Ability to use all segments of AP Invoice... . Ideas (1998) . Idea Lab – Payables, Payments & Cash Management . Idea Center . Oracle Cloud Customer Connect
- Use SQL based routing in BPM the interim, that will allow to refer to all the segments and many more attributes. Please refer to attached on the solution that we have been building for Healthcare and Hi-Ed clients.
6 - Please review some of the ideas to expose all COA segments in AP Invoice approvals and vote them up.
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Astrid - I could not attach the PDF here. I have slacked you separately.
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Hi, Susheel
I want know about "SQL based routing in BPM" too.
So could you share the PDF to me?0 -
You have it now
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Hi Susheel
Please could you share the document on how to use SQL based routing.
Much appreciated
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Rohinth - Not sure how I can share with you since I can't attach PDF here.
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Hi Susheel K Raina-Oracle we have the same requirement for our client needing approval based on a segment (that isnt balancing, costcenter or natural account). Can you share the document to jpole@dxc.com
Thanks
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I would love the PDF as well. Current client has the same exact needs.
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Hi @Susheel K Raina-Oracle, could you please share the sql based routing documentation with me as well? sean.rogers@alithya.com
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@Astrid Ferrao-Oracle or @Susheel K Raina-Oracle , could you please share the sql based routing documentation?
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Can someone share me sql based routing document?
thanks!
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