Approvals
Discussion List
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One travel authorization is available to be attached for multiple Expense Reports. How to control?Summary: Currently, our client has a requirement where user should submit Travel Authorization and attach it to the Expense Report for all the reports. There is no budge… -
Currency conversion in BPM Approval for Expense reportUsers are creating expense report in multiple currencies We have approval limit in USD say 10,000 USD and we have GAM(Global approval matrix) Rates used to convert the U… -
BPM Workflow – Request to Allow Only 2 Specific Levels to Redirect for Additional CommentsSummary: We have a BPM workflow configured with 13 levels of approval, as per the business requirement. However, the business expects that only 2 specific levels (e.g., …
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Escalation Management Limitation in Oracle – Avoid Senior Leadership InvolvementSummary: Assess if an escalation management solution can be configured in Oracle to limit escalation levels up to a defined role (e.g., MD or SVP), to avoid involving se…
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Issue with "My Views" worklist showing old already paid and processed expense reports/ invoices.Summary: Issue with "My Views" worklist showing old already paid and processed expense reports. Content (please ensure you mask any confidential information): Navigation… -
Need to create a BPM rule to be followed for if Transaction that doesn't meet current approval rulesHi All, We have four approval BPM Rules for expense based on expense types and cost centers. Now we need to create a rule to be follow if the expense is not related \ ma…
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Need min VP approval when Expense item violated and exceed amount is more than 1000 DollarNeed minimum Vice president approval when Expense item is violated and exceed amount is more than 1000 Dollar Let's say Expense item amount is 200 Dollar and as per poli…
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Allow expense manager to see the expense report approver listSummary: I would like to allow our expense managers to access the list of approvers on all expense reports. Content (please ensure you mask any confidential information)…
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Receiving Reminder emails even after approvalWe have set reminders for expense approval as below We would want to send the reminder after a week, only if it is not approved. But in this case, even though approver h…
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Approval escalation is not working as required.Summary: When approval escalation is setup, after the duration of 7 days we have set the task to escalate it and we have set the maximum number of escalations as 1. So i…
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We want to add a new field in the workflow to approver for expenses.Summary: We want to add a new field in the workflow to approver for expenses. We need aprover to select a value in a 'lov' in the workflow. The List of Values is a list …
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Disable country location when choosing the Country and State or Province option in Expense LocationSummary: Disable country location when choosing the Country and State or Province option in Expense Location Level Content (please ensure you mask any confidential infor…
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Autoapproval of expense report when Credit card lines marked as fully personalEXPLANATION:- When Credit card lines Say with amount 100 Dollar tagged to expense report and marked as FULLY PERSONAL then Expense report will be created with 0 as reimb…
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Is it possible to disable the Audit step for Cash Advances?Summary: Client doesn't want to do auditing for cash advances - approvals are enough Content (required): Whenever a cash advance is submitted for approval, by default th… -
Expense Report Status DefinitionsSummary: We need an official documentation showing the definitions of various expense report statuses, and clarification on the difference between "manager" approval and…
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Business Unit and Cost Centre-Expense AccountSummary: I have several questions regarding the association between "Legal Employer" and "Business Unit" under Navigator : My Team-> Users and Roles-> Search Person:Mana…
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how to setup expense report approval by report owner instead of Submitteruser： A and B A used his own account to submit expense report for B, hoping that the reimbursement approval process would be decided by B instead of A, the actual submi…
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unable to write rule for change order request Tax and shipping cost update on Purchase ordersSummary: We are looking for change order auto approvals with Requestion PO and manual PO. Unable to write the rule for change order auto approval rules Business conditio…
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Financial Technical-need to route the expense item based on employee Expense Account Cost from HCM.Hi All, Please I have a requirement to route the expense item based on "Cost center Segment Value" from the employee Default Expense Account from HCM. So once employee c…
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Can we add expense report print to email notrification attachment?Hi All, As we know, we can print expense as below: Can we set this printout as an attacthment in expense approval notification email? Thanks in advance! Weitao
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How to setup expense policy that should be eligible for 3 years onlySummary: we have clothing allowance policy where an employee is eligible to claim the expenses once in 3 years. After 3 years new rate will come up. Example scenario : A…
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how to skip expense audit based on manager nameSummary: We're routing expenses for line manager approval & then to audit. As part of audit selection rules, enabled 1)Policy violation, 2) Amount threshold limit. WE wa…
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Setup send alert to specific when invoice supplier fully approvedSummary: Our needs is when Invoice supplier fully approved will send alert email to spesific user for the next action in system. Content (please ensure you mask any conf…
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Auto-Claim is not working.Summary: auto-claim for approval is not happening in dev4, we have to click on claim on the approval notification in order to get the actions button. This was not the ca…
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Unable to trace the travel authorizationsSummary: Hi Team, The following are the questions from the client, kindly review and provide confirmation. We are unable to track travel authorizations when the designat…
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Why would this approval notification have two different dollar amounts?Summary: I was notified by our travel team that this approval notification was recieved and has two different dollar amounts. The expense report shows $210.94. Content (… -
Oracle’s capability to match the receipt amount with the expense report amount.We have the a requirement where client is looking for a feature where Oracle is able to read the amount in the receipt attachment and match it to the expense item amount…
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How to add Cost Center Manager in Approval?Summary How to add Cost Center Manager in Approval?Content Hi, I've searched the forum for a bit on how to add the Cost Center Manager in the Expense Report approval flo… -
Vacation rule for delegation is not showing on the employee Vacation and Delegation ReportSummary: A user had a vacation rule setup for delegation however it is not showing on the preferences nor on the Employee Vacation and Delegation Report. Content (please…
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If Project Manager submit an expense, it should go to his supervisor and not to himselfSummary: There is a requirement that if Project Manager submit an expense, it should go to his supervisor/line manager and not to himself as an expense approver for that…