Approvals
Discussion List
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Approvals Groups and Appoval Unit Hierarchy Set up QuerySummary: When adding an Account based Approval Group into an AUH can the resulting Approvals Hierarchy be structured with my Account at the top drilling down into Entity… -
Missing Timestamp in approval notification emailSummary: Missing approval timestamp information is shown in the approval notification email Content (please ensure you mask any confidential information): Hi Experts, Wh…
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Start multiple approval units' planning cycleSummary: Is there any function to start multiple approval units' planning cycle? Content (please ensure you mask any confidential information): In our EPBCS model, we ha…
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Planning data is final and available to report before approval unit is approvedSummary: we are trying to configure approval groups to control the access to planning data and to enable final approval. We have an issue where the approval doesnt reall…
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Can we get the approval unit owners details for each entity in the report in SWP application.Summary: Can we get the Entity approval unit owners details for each entity in the report in SWP application. We have requirement to get the HC planner name (approval un…
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Adding an approval URL link in the approval email notificationSummary: Content (please ensure you mask any confidential information): I noticed that the official Oracle guide includes a screenshot of a URL in the approval email not…
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Extended Approval Flow Apply at All LevelsSummary: Functionality of enabling "Extended approval flow apply at all level" setting Content (please ensure you mask any confidential information): Hi, I would like to…
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Templates should restrict users from performing executions.Summary: In business rules, there is a functionality that prevents users from executing the rules unless they are the current owner of the specific entity, as defined by…
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How to setup Project Budget Approval Workflow by converting the budget amount into USD currencySummary: How to setup Project Budget Approval Workflow where Project Currency is different from Planning Currency (USD) and approval threshold is in USD. Content (please…
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Disabling Specific Actions in Approval Status within Approval WorkflowSummary: In the Approval Workflow, we are looking to disable certain actions under the Approval Status to restrict users from performing them. The goal is to control the…
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Approve planning unit via EmailSummary: Ability to approve planning unit via Email notification Content (please ensure you mask any confidential information): The client has requested a feature where …
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All Approval units are visible for the user when using Approval GroupsSummary: Content (please ensure you mask any confidential information): Hi All, We’ve used Approval Groups in EPBCS to configure the workflow. Approval workflow is confi…
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Is there any Standard/Custom/Workaround for Attaching Forms/Reports/Links in EPBCS Approvals Tab?The business is requesting the ability to attach forms, reports, or links in the Approvals tab in the EPBCS application. Below are the business scenarios when a budget p…
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Can we change the Approval Status Actions names in Approval WorkflowSummary: Can we change the Approval Status Actions names in Approval Workflow Content (please ensure you mask any confidential information): Version (include the version…
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bulk submissions in approvals workflow in PBCSIs it possible to submit bulk approvals of multiple entities in a single transaction from the approvals workflow in PBCS ? Currently it appears to be only possible to su…
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How can I assign a group of users to a task in task manager in PBCS. viewer or assigee or approverSummary: How can I assign a group of users to a task in task manager in PBCS. viewer or assigee or approver Content (please ensure you mask any confidential information)…
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How to skip owners in the workflowHow to skip owners in workflow For example, Company A is at hierarchy 3 (terminal organization) and wants to pass approval to Company C at hierarchy 2 (middle hierarchy)…
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Questions about Approval WorkflowI would like to know about the following three points regarding the approval workflow of Oracle EPM Cloud Planning. how to input data for a user who is set as a “confirm…
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Approval notifications and linking notification to in oracle EPM PlanningWe need clarification on how approval notifications in Oracle EPM Planning can be configured to ensure they: Include relevant details and direct links for approvers to a…
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Reporting on Approval AnnotationsSummary: What are the options for reporting on approval annotations in Planning (besides looking at the annotations via the Approvals page)? I'm only aware of the system… -
How to add a department to an Approval Unit?Summary: How do I "add" an Approval Unit for a department not listed within Manage Approvals/Approval Unit? Department 10930 is assigned to Capital Budget project BLD118…
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In the Planning unit maintenance - Can owner assignment be loaded instead of manual updated??Summary: Our finance department would like to know if there is a way the planning units - owner assignment can be loaded instead of manual updates. There are several pla… -
Workforce Planning Task ListIn Workforce planning, whenever any promotion or transfer request is raised, it goes for approval at each line item level to higher level of authority in the organizatio…
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Controlling Approval ActionsThere are two user groups for a certain entity, and users with PowerUser privileges belong to each group. Both are set to have write permission for Entity. Is it possibl…
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What does the "Failed: Not Enough Access" Approvals message mean?Summary: A user promoted an approval unit and now there is a "Failed: Not Enough Access" error. Content (please ensure you mask any confidential information): The promot…
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Phased Submission of Approval Unit using Approval GroupsSummary: We are trying to set phased submission of approval workflow for 2 set of accounts using approval groups feature. While setting up the approval unit, we have sel…Javed Nawaz Khondkar-Oracle 41 views 3 comments 0 points Most recent by Javed Nawaz Khondkar-Oracle Planning -
Is it possible to auto start the plan cycle for a newly created entity in a planning unit?Summary: We would like to auto start the plan cycle for any new created entity (it inherits it's owners and reviewers from its parent, which is what we want). It only se… -
Job Scheduling System Reports -> Approval Unit ReportSummary: How can I Job Schedule the System Reports → Approval unit report. Currently there is no in built Job Schedule for the same and human intervention is required fo…
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PlanningFeasibility to attach reports in the Approval Workflow