Workflow
Discussion List
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How to route invoice approval to primary project managerSummary: Customer has a requirement to route AP invoice approvals using job level hierarchy, beginning with the primary project manager. Content (please ensure you mask … -
p2T refresh things to doSummary: Hi After we do our P2T refresh, we don't want things like payment files to go to the bank or remittance advice to go to the supplier, etc. Do we have a document…
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Supplier DFF availability in BPM tasksSummary: Content (required): Hello, are there plan to enable supplier and supplier descriptive flexfield attributes as attributes in BPM tasks FinApInvoiceApproval, FinA…Petr_Mlejnek-Oracle 33 views 2 comments 0 points Most recent by Rishithasri Srinivasan Payables, Payments & Cash Management
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Add ability to View AP Invoice within notification (FinApInvoiceApproval)Summary: Hi All, I have a requirement to grant the ability for AP approval for viewing the PDF via BPM notification. From where can I achieve such ability on BPM configu…Eliran Hadad 11 views 3 comments 0 points Most recent by Eliran Hadad Payables, Payments & Cash Management
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In Invoice Approval Spreadsheet there is option to Add Block. What happens by adding block?Summary: In Manage Workflow Rules in Spreadsheet setup, for invoice approval there is option to Add Block. If we click on Add Block, then is a new Rule Set added? And is…Gitika Baranwal 44 views 8 comments 0 points Most recent by SIDDHARTH D SHAH Payables, Payments & Cash Management
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How to configure AP Invoice approval workflow based on Budget Availability of ExpenseSummary: We need to configure AP Invoice approval based on the condition if Budget is available or not. Content (please ensure you mask any confidential information): We…Shireen Mirza-Oracle 21 views 1 comment 0 points Most recent by Bogdan Nita-Oracle Payables, Payments & Cash Management
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Need to populate PO discount details in Invoice UISummary: Hi there, Business created PO with 50% amount discount. They created Invoice with same PO, at Invoice line level it is showing the updated amount (after discoun…Mahaboob Basha717 1 view 1 comment 0 points Most recent by MiaM-Oracle Payables, Payments & Cash Management
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User wants to update the verbiage of Invoice Approval Invoice Approval Email NotificationUser wants to update the verbiage of Invoice Approval Invoice Approval Email Notification, when the approver wants to approve/reject the payables invoice through email.
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Inquiry User Unable to See Request Comments within 'Approval and Notification History'Summary: We have a payables inquiry user that has access to see 'Approval and Notification History' within an invoice; however, the comments section always shows 'no rec…hannah_barry 93 views 5 comments 0 points Most recent by hannah_barry Payables, Payments & Cash Management
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Unable to create AP Approval rules based on Ledger CurrencySummary: Unable to create AP Approval rules based on Ledger Currency Content (please ensure you mask any confidential information): We are trying to create AP approvals …Bhanu Prakash Sharma 11 views 2 comments 0 points Most recent by Lakshmish Rao-Oracle Payables, Payments & Cash Management -
Invoice Account Coding Workflow HistorySummary: Client's AP Manager has a requirement to view account coding approval history on AP Invoice Screen, where Invoice Approval history can be seen. But Oracle does …Abhijeet Tamoli 50 views 3 comments 1 point Most recent by Faith W Payables, Payments & Cash Management -
How To Auto-Copy A Value From A Standard Field To A DFF On The Payables Invoice Line?Summary: We have a requirement to copy Ship To Location name of Invoice Line to a Invoice Line Global DFF so that we can use Global DFF to write the Invoice Approval Rul…Mallela Mahesh Kumar 157 views 4 comments 0 points Most recent by Shobhan Panchagiri Payables, Payments & Cash Management
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AP Invoice approval rule spreadsheet for sequential configurationSummary: Hi, Need to create sequential approval rules for AP invoices. Requirement is when invoice is forgsaxena 23 views 2 comments 0 points Most recent by Cosmin Nadolu-Oracle Payables, Payments & Cash Management
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Problem reclassifying an account on an AP invoice in dollarsHello everyone, I have a problem with an AP invoice in dollars: The first line is recorded with the wrong account at the distribution level, and the invoice is validated…Jorge Luis Gomez 51 views 2 comments 9 points Most recent by Alberto Villaizan Paredes Payables, Payments & Cash Management -
How to use 'Enable auto assignment' function in BPM ?Hi All, I am trying to set a BPM. and I found this setting 'Enable auto assignment' may I know how to use it? Literally, is it assign to the users in the approval group …Weitao 53 views 2 comments 0 points Most recent by Ali Husseini Payables, Payments & Cash Management
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Send notification to a project role post auto approvalSummary: We have a requirement wherein once the project status is updated from Pending Close to Final Close, a particular project role should get notified. We are trying…
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FYI notifications to be triggered for user once the Payables Invoice is Approved - Spreadsheet RulesSummary: FYI notification is to be sent for the user once the invoice is approved by the final approver. Currently, the approval rules are configured through spreadsheet…Phaneendra PVN 109 views 3 comments 0 points Most recent by User_EUOTY Payables, Payments & Cash Management
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Possibility of adding static message in AP Invoice Approval WorkflowSummary: Hi Team, We have recently enabled the Single Type Participant In Parallel Rule set for the AP Invoice Approval rules and added the Financial Controller for the …Swati97 31 views 7 comments 0 points Most recent by Meghana Gaddam-Oracle Payables, Payments & Cash Management
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How to use uppercase in approval spreadsheetSummary: Hi, I am writing approval rules based on user name e.g. if a user is abc@xyz.com then it should route to pqr@xyz.com. I am using spreadsheet to upload rules. Ho…gsaxena 11 views 3 comments 0 points Most recent by Meghana Gaddam-Oracle Payables, Payments & Cash Management
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How to set 3 way and 2-way matching AP workflow invoice workflow using spreadsheetSummary: Need to set rule 2-way and 3-way matching AP workflow invoice workflow using spreadsheet with example. Added Match Approval level values with Unmatched Invoice …CharuDalvi 140 views 2 comments 0 points Most recent by Laxman Jaiswal 86 Payables, Payments & Cash Management
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Invoice Hold Approval delay notification by few daysSummary: Invoice Hold Approval delay notification by few days Content (required): Our client requirement to delay to Invoice Hold Approval notification the buyer/request…Hemant T 63 views 3 comments 0 points Most recent by Shweta Mangal Payables, Payments & Cash Management
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We need a solution where invoice to be approved only once if PM and PGM are same person.Summary: Project invoices in Payables where the Project Manager (PM) (Level1) and Program Manager (PGM) (Level2) are the same person, invoice after getting approved by P…Ritesh Agarwal 51 views 4 comments 0 points Most recent by Marcellus-Oracle Payables, Payments & Cash Management
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Payroll Refernce Number in Cash ManagmentContent FRom where this Number is generated Means from where i can search based on this ? If navigation can be provided it will be helpful thanks Highlighted in attached… -
How to configure AP Invoice Approval routing to division manager based on Manage Division setupSummary: We have a requirement where every cost center is tagged to a division & a division manager based on which we need to route the AP Invoice approval workflow. Con…Shireen Mirza-Oracle 2 views 4 comments 0 points Most recent by Shireen Mirza-Oracle Payables, Payments & Cash Management
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Invoice Approval Foreign CurrencySummary: Hi, we are enable invoice approval. There is 2 BU currently active in the environment. ABC BU functional currency is MYR. XYZ BU functional currency is IDR. We … -
How to write a condition based on Fund Check Status in AP Invoice Approval SpreadsheetSummary: We have a requirement to write AP Invoice approval conditions based on the Fund Check Status Attribute, example if status is failed it should go to TMG for appr…Shireen Mirza-Oracle 11 views 1 comment 0 points Most recent by Md_Anees-Oracle Payables, Payments & Cash Management
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How to Check Funds Status in AP Invoice BPM?Hi All, I'd like to configurate my AP invoice BPM with budget control. eg. If funds status is XX, assign to A approval group, If funds status is YY, assign to B approval…Weitao 1 view 3 comments 0 points Most recent by Md_Anees-Oracle Payables, Payments & Cash Management
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Can we have parallel approval within approver groups?Content (required): Hi Everyone, We have a requirement to create an approval group and then any one person from the group needs to take action. Currently in the system w…Karishma D 63 views 5 comments 0 points Most recent by Gaurav_20 Payables, Payments & Cash Management
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Invoice Approval Workflow IssueSummary: We have Invoice Approval Rules For invoices that meet the criteria of the rule "Non-PO Invoices LOB:CC 000.0000", they are initially assigned to the correspondi…Gifty V 11 views 1 comment 0 points Most recent by Shivam Chauhan-Oracle Payables, Payments & Cash Management
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How to auto approve or skip the Account Coding based on Supplier TypeSummary: How to auto approve or skip the Account Coding based on Supplier Type Content (please ensure you mask any confidential information): We are defining Account Cod…Bhanu Prakash Sharma 11 views 1 comment 0 points Most recent by Vivek Mandowara-Oracle Payables, Payments & Cash Management