Approvals
Discussion List
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How to setup expense report approval rules for managersSummary: How can I setup expense report approval rules for managers (people who report directly to the CEO) and for the CEO who delegates his expense reports entries to … -
What is Route Task used for in the Expense Report Approval?Summary: Content (required): Hello: Does anyone know where to find documentation for the Expense Approval Actions and their definitions? Version (include the version you…
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Audit disableDear All I am doing the expense setups but the client don't want the audit part for him it's a waste of time how if I disable the audit can approve the expense and gener…
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Expense report approval rules by Business UnitSummary: Rules defined by BU don't work Content (required): I am trying to setup expense report approval rules in BPM by BU and as soon as I add Business Unit in conditi… -
PDF and doc / docx document types not supported as attachments to Expense ReportsSummary The expense report printed from the system using “Print Preview with Attachments” shows blank pages in place of the so called “unsupported” attachment formats (P…
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Create Rule Rates - Geographical lookupSummary: Dear all I was creating a rule for hotel expense, and allowed the location type geographical. in the audit lookup i couldn't find anything related the exm_georg…
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Expense category itemization not availableSummary: I am adding and creating expense types when it came to transportation Mileage it automatically disabled the Itemization but the other categories not this issue …
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Expense Report Audit Rule ViolationSummary: Expense Report Audit Rule Violation showing as "Aged expenses items", even the expenses are not aged. And it keeps occuring for multiple expense reports. How to… -
Mileage rate how to add vehicle typeSummary: Dear All I have created a rule and need t create rate when I downloaded the spreadsheet i couldn't find my vehicle type I have created them in the lookup types …
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how can I make an expense limit in amount not percentage ?Summary: I am implementing the expense module and need to put for the expense request a limit that the employee can not cross by amount not percentage. also the system g…
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Mileage rate how to add vehicle typeSummary: Dear All I have created a rule and need t create rate when I downloaded the spreadsheet i couldn't find my vehicle type I have created them in the lookup types …
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how to activate a policy in Manage Policies by Expense Category ?Summary: I have created a policy called mileage policy after filling all the contents and saving the status is still in draft how can i activate it ? Content (required):…
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How to Disable Overdue Cash Advance NotificationsSummary: Content (required): Hello, We want to disable overdue cash advance notifications. If we disable the assignee by clicking "Ignore Participant" option in FinExmWo…
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Restrict what other project managers can see on the approval notificationContent (required): Hi all, We have enabled the project manager approval workflow on our expense system, and it works fine. Also, when having multiple projects on the sa… -
EXPENSE APPROVAL ROUTING USING ACCOUNTING SEGMENTSSummary: Oracle has enabled this feature in 22B, but doesn't tell us HOW to use the segments to identify the approver. Content (required): We currently use a flexfield f… -
Expense policy_Per DiemSummary: Expense policy_Per Diem Content (required): How to exclude weekends and holiday from being calculated when expense date range falls across these days. Version (…
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Which Rule set to use to set Expense Report Approval using approval group in Parallel mode?Summary: Client has the requirement that expense reports approval should go to all the members of an approval group parallelly and the expense report should get approved…
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Cash Advance Approval of Head of DepartmentSummary: We are looking for a way to send cash advances to Head of Department (HOD) after immediate supervisor approval. Content (required): We were able to directly pic…
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Expense approval to project manager and then the PM´s line managerContent (required): Hi all I have a requirement from a customer saying that for expense reports over 100,000 the approval flow needs to go to the project manager and the…
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Expense Approval IssueSummary: Error in Expense Manager Approval Rule Content (required): We are facing issue with expense manager approval rule and came across a doc on metalink The supervis…
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Personal flag for Expense ReportSummary Personal flag for Expense ReportContent Hello, Which field and record helps to identify Personal flag for Expense Report for a card transaction. We have requirem…
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Unable to 'Request information' when approving expense reports - error messageSummary: Error message when an approver is trying to submit a Request information to request info before taking action on the approval request. Content (required): Every…
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Follow the flow for some Expense documentSummary: Hello, I think my BPM workflow rule is correct, but the document is not going to correct the approver. Is there any manner like we have in Oracle AME (r12) to d…
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Use Workflow to achieve Spend Authorization Approval for other Cost Center ManagerSummary: Use Workflow to route Spend Authorization approval to Cost Center Manager other than Employee's default Cost Center Manager Content (required): Spend Authorizat…
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How to include attendees on the business meals seeded Expense Report template ?Summary: How to include attendees on the business meals seeded Expense Report template ? Content (required): Hello Although the user captured the attendees on the busine…
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How to Add note to Conference expense screen through a SanboxSummary: How to Add note to Conference expense screen through a Sanbox Content (required): Hello I need to add a note to the screen when conference/seminars is selected.…
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Wish to create rules based on Employee gradesSummary: Hi, We are trying to setup an approval workflow within in expenses to allow all employees over a certain grade to be AUTO-APPROVED and then all other employees … -
Default Gl Segment in DFF of Expense ReportIs there any way to default COA one segment Value (Line of Business Segment) in DFF of expense report so we can define approval based on it Currently All Chart of Accoun…
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Adding Expense Report Creator as Approval ConditionSummary: Content (required): Hello, We are trying to add expense report owner as a condition in expense report approval but we are unable to do it. We tried the options …
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Unable To Capture Attendee Information Using Meals PolicySummary: Unable To Capture Attendee Information Using Meals Policy Content (required): Hello Although I follow up the action plan , Unable To Capture Attendee Informatio…