Workflow
Discussion List
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How to create contact automatically from from custom fields at the lead ?Summary: Hello everyone , the customer want to create the contact from custom fields at the lead , that contains the data he needs for contact definition , when he conve… -
ERP ACE Blog Post: Read-only Access to Payables Invoices for ApproversSummary: The ERP ACE team has published a new post which summarizes how to give approvers read-only access to Payables invoices including distribution details. Content: …Neil Ramsay-Oracle 201 views 2 comments 1 point Most recent by Neil Ramsay-Oracle Financial Management Resource Center -
Auto Approve based on certain SQL Conditions in BPMSummary Auto Approve based on certain SQL Conditions in BPMContent We have built 1 sql query which returns the approvers if the Invoice is not matched to a PO. If the In…Vinay Gharge 886 views 8 comments 2 points Most recent by Pallavi Vutharkar Payables, Payments & Cash Management -
How can I report on/analyze notifications created 'in the wild'?Summary: We have too many notifications (e.g bell notifications) being created. As we determine which ones to disable, rather than analyze all of the groovy scripts crea…
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Error when Submitting Invoice for ApprovalSummary: We are receiving the following message when submitting an AP Invoice for Approval: Error The supervisor or job level associated with the approval rule doesn't e…Robert G Wilkinson 67 views 6 comments 1 point Most recent by Neal Foley Payables, Payments & Cash Management
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How to setup Escalations in Cloud PLM for approverSummary: Hi All, Can you please guide how to set up escalations if the approver does not approve within a particular time? Also, can we specify different escalation peri…
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Invoice Approvals at Site LevelSummary: We have a supplier where the approvals need to differ according to the site being invoiced. Content (required): One of our suppliers (same LE/BU) needs to have …Robert G Wilkinson 21 views 2 comments 0 points Most recent by Robert G Wilkinson Payables, Payments & Cash Management
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AP Invoice approval based on job level of cost center manager hierarchySummary: Need to setup invoice approvals for non PO invoices, using job levels and cost center manager as a starting participant Content (required): I am trying to setup…Eva Mirzoyan 351 views 3 comments 1 point Most recent by Ken Lachapelle Payables, Payments & Cash Management -
BPM Approval workflowSummary: BPM Dynamic Approval group and Email template in CX Sales Content (required): Need clarification on following things on regarding BPM Approval flow Is dynamic a…
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21B - Allow Holds Resolution Routing values changed? Error in Hold Resolution Routing notificationsSummary Is it possible that the value for Allow Holds Resolution Routing has changed from the 21B update for the Incomplete Invoice hold reason?Content Hi, We went to 21…User_2025-02-10-13-18-56-927 62 views 3 comments 1 point Most recent by User_2025-02-11-22-43-11-770 Payables, Payments & Cash Management -
AP Hold Action - Acknowledge Hold actionSummary: Is there a way to hide the 'Acknowledge Hold' action on the AP Hold notification? Content (required): We are about to launch the AP Holds workflow and realize t…
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Not able to add Control for Roles for Change OrderSummary: We have created a new Role i.e 'PLM Change Lead' without adding privileges, can you please help us what all basic privileges need to be added so that we will be…
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Does Invoice Imaging support Payable Invoice coming in Chinese Language?Summary Does Invoice Imaging support Payable Invoice coming in Chinese Language?Content Does Invoice Imaging support Payable Invoice coming in Chinese Language? Apprecia…Sam Samaddar 63 views 4 comments 1 point Most recent by Raj Bhakta Payables, Payments & Cash Management
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invoice attachments downloadingDear All Whenever we are checking an invoice and we want to see the attachment of that invoice once we click on it the system will automatically download it. Is there a …Mickel.Rmeily 21 views 1 comment 2 points Most recent by David Mckenna Payables, Payments & Cash Management -
Payable and CE business unit assignDear ALL When we enter to the Receivables Billing we can see on the top of the Page they ask us to choose our business unit but in the payables (Invoices) or Cash Manage…Mickel.Rmeily 31 views 4 comments 2 points Most recent by Vinutha-Oracle Payables, Payments & Cash Management
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invoice attachments downloadingDear All Whenever we are checking an invoice and we want to see the attachment of that invoice once we click on it the system will automatically download it. Is there a …Mickel.Rmeily 21 views 4 comments 2 points Most recent by Mickel.Rmeily Payables, Payments & Cash Management
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Is it possible to send a notification (FYI) when a new item is registered?Hi Team! Please, I need to know if it possible to send a notification (FYI) for a person or a group of people when a new item is registered? If Yes, could you please sen…Yara Santos 31 views 5 comments 0 points Most recent by Michael Gibby - Huron Consulting Group Product Master Data Management
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Early Adopter access to Native Sales AI/ML features Similar Accounts from Sales Prediction frameworkSummary Instructions to request for Early Adopter access (Promo Code) to Native Sales AI/ML features Similar Accounts, Sales Prediction framework within CX Sales Content… -
Is there a way to delete multiple invoices at one time?Summary: Content (required): Hello: We would to delete a large range of invoices at one time in our Test environment; is there a way to do this without doing in to each …