Workflow
Discussion List
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recording cash receipts and disbursements, including electronic capture and validationIs there any documentation for : Implement a streamlined process for recording cash receipts and disbursements, including electronic capture and validation. Thanks in ad…Omran Zeaiter 11 views 3 comments 1 point Most recent by Bogdan Nita-Oracle Payables, Payments & Cash Management -
BPM spreadsheet - Enable Invoice Line ApprovalSummary: We need to enable the invoice line approval so the system hasn't to initiate the document level approval until all lines have been approved. How to setup this f…Rania VDM 22 views 2 comments 0 points Most recent by Purvi -Oracle Payables, Payments & Cash Management -
How to record receipt directly from bank statement?Hello, How can we record a receipt directly from a bank statement, for example if the customer pays to the bank, and our sales person goes to the bank to collect and man…
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Invoice Approval Email error when clicking "Workspace Application" linkSummary: When users get the invoice approval email and click on the "workspace application" link they receive an error. Content (please ensure you mask any confidential …Lisa Poore 11 views 1 comment 0 points Most recent by MariusS-Oracle Payables, Payments & Cash Management -
Update AP Invoice approval hierarchy without impacting existing invoicesSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Bank Account Transfer for single participant approvalSummary Bank Account Transfer ApprovalContent Hi All, In current cloud version, bank account transfer approval is possible for serial participant only. We need Single pa…Avaneesh Kotni 414 views 4 comments 0 points Most recent by Jagjit Singh Arora Payables, Payments & Cash Management
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Invoice Source 'CWK_EXPENSE_REPORT' not foundSummary Invoice Source 'CWK_EXPENSE_REPORT' not foundContent Hi, For expense Reports of Contingent Workers, a STANDARD invoice is created in Payables. The Invoice Source… -
ICode Snippet (add any code snippets that support your topic, if applicable):Manuel_Rioboo 1 view 0 comments 0 points Started by Manuel_Rioboo Payables, Payments & Cash Management
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How to identify if an AP invoice has been coded using account coding workflowWe have a requirement where we want to create an AP invoice approval rule based on the condition that whether the AP invoice has been coded using the account coding work…Prerna123 33 views 2 comments 2 points Most recent by ShrutiSood Payables, Payments & Cash Management
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Is there any specific condition which invoice approval status turns into "Resubmit for approval"Summary: Hi, Is anyone knows if there are specific conditions which invoice approval status become "Resubmit for approval". I've encountered an invoice case lately that …
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Duplicate approval notifications in "Things to Finish"We have users who are getting multiple tiles and notifications for the same invoice to approve. This confusing users on what actions are needed to be performed, or if th…Mike Geak 12 views 1 comment 0 points Most recent by Bogdan Nita-Oracle Payables, Payments & Cash Management
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How to restrict Users in the Invoice reassignment list of valueSummary: When an Invoice approver is reassigning or delegating approval workflow to other user, the user List of Value displays all users. Is there a way to restrict the…Ashish Shah ASCO 3 views 1 comment 0 points Most recent by Bogdan Nita-Oracle Payables, Payments & Cash Management
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BPM Notification SQL Query IssueSummary: Trying to add dff value in AP notification title using SQL but facing issue when data is having single quote (') Content (please ensure you mask any confidentia…Kishore S 31 views 2 comments 0 points Most recent by Kishore S Payables, Payments & Cash Management
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Invoice approval spreadsheet update dysfunction 24BSummary: Hi, I downloaded the new template of invoice approval rule spreadsheet. When I update this new template with data from the current uploaded spreadsheet, I notic…GaelleP 174 views 8 comments 1 point Most recent by Naveen Kumar Manda-Oracle Payables, Payments & Cash Management -
GL Approval cycleHello Dears We have 2 business cases for GL approval cycle AP team has GL Role and create manual journals with below approval : Creator : User1 & User2 Approval : Group …Ahmedelzyatsaudi 11 views 1 comment 0 points Most recent by James McBride General Ledger & Intercompany
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Is there any integration between banks system and oracle apps?What is the best method to integrate banking systems with Oracle Cloud for automated bank statement uploads, payment processing, and reconciliation? Are there any built-…Omran Zeaiter 21 views 2 comments 1 point Most recent by Omran Zeaiter Payables, Payments & Cash Management
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Is it possible to include rejection reason to automatically rejected documents to approval history?Summary: Content (required): When document (invoice, requisition, purchase order) is rejected from approval flow by automatic rule action it's not obvious from approval …Petr_Mlejnek-Oracle 510 views 7 comments 3 points Most recent by Santhosh D Payables, Payments & Cash Management
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Ability to trigger invoice approval workflow for modified lines onlyThe AP invoice are currently approved by cost center manager or project manager depending on line information. Once the invoice has been approved, if a change is made on…Veronique Gagnon 33 views 1 comment 0 points Most recent by MiaM-Oracle Payables, Payments & Cash Management -
Oracle Cloud Bank Transfer Feature Documentation Request (Fund Movement)Hello, I'm looking for any official or user-provided documentation on utilizing Oracle Cloud’s transfer feature to manage the movement of funds between different bank ac…Omran Zeaiter 16 views 1 comment 1 point Most recent by MiaM-Oracle Payables, Payments & Cash Management
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How to utilize Escalation Override Class in BPM or modify the values for Highest Approver Title LOV?Summary: How to utilize Escalation Override Class in BPM or modify the values for Highest Approver Title LOV for BPM Escalation setups. Content (required): Hi Team. We a…SwatiB22 680 views 12 comments 2 points Most recent by Senthil Mohanraj Payables, Payments & Cash Management
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Invoice Workflows configuration based on cost centresSummary: Need to configure the Invoice workflows rules using Cost centers. Content (please ensure you mask any confidential information): We already have Workflows defin…mohana ungarala 11 views 2 comments 0 points Most recent by mohana ungarala Payables, Payments & Cash Management
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How to view invoice attachment at worklist without with out using action iconSummary: How to view invoice attachment at worklist without with out using action icon > view approval Content (please ensure you mask any confidential information): Ver…SKundanala 1 view 1 comment 0 points Most recent by Ramesh Thati-Oracle Payables, Payments & Cash Management
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Invoice approvals by Business unit: BU Name has a comma in it and system recognizing it as 2 BUsSummary: Hi All, I am trying to create Invoice approvals rules in Spreadsheet. The rules are based on the business unit. There is a rule that is applicable to 5 business…Surya Teja Atkuri-Oracle 11 views 2 comments 0 points Most recent by Rajnish Sinha-Oracle Payables, Payments & Cash Management -
Is it possible to use the liability distribution account as a condition in the AP invoice approval rSummary: Is it possible to use the liability distribution account as a condition in the AP invoice approval rule? Content (required): Hi Experts, I'm trying to write a c…Sarala 27 views 5 comments 0 points Most recent by Ramesh Thati-Oracle Payables, Payments & Cash Management
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How to configure exceptional approval limit in AP with same job level in spreadsheet.Summary: We have a requirement to setup the exceptional approval limit to the approvers with same job level. Example: We have configured job level and amount-based appro…Laxman Jaiswal 86 24 views 2 comments 0 points Most recent by Weidan Guo Payables, Payments & Cash Management
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How to make approval when applying prepayment to invoiceI've created a Payables Workflow Rule to require approval when applying prepayments to standard invoices. However, when I tested this rule, the prepayment application wa…Ammar.Sultan 11 views 2 comments 0 points Most recent by Ammar.Sultan Payables, Payments & Cash Management
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Can I use a relevant date on BPM payables invoice approval workflow?We're looking to add a relevant date condition on our payables invoices approvals. We would like the approval to stay in the step for 3 days, then auto approve if no act…Mike Burnett 23 views 4 comments 0 points Most recent by Mike Burnett Payables, Payments & Cash Management -
How to use matches function for range of character segment in Invoice approval spreadsheet?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Surabhi 102 12 views 2 comments 0 points Most recent by Ramesh Thati-Oracle Payables, Payments & Cash Management
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AP Invoice Approval - First Responder Wins Cost Center ManagerSummary: How to setup AP Invoice Approval - First Responder Wins - Cost Center Manager approver in the Simplified Spreadsheet? Content (please ensure you mask any confid…Mark Cataquian 13 views 4 comments 0 points Most recent by Mark Cataquian Payables, Payments & Cash Management
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Invoice Approval rule for same requester with different BU assignment and different Lines ManagersSummary: Hi Team, We have a requirement for one of our clients for invoice approvals. The requirement is, that the invoice creator add the requester's name in the invoic…Veeranarayana Swamy-Oracle 11 views 1 comment 0 points Most recent by Shivam Chauhan-Oracle Payables, Payments & Cash Management