Workflow
Discussion List
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Payables Invoice approval routing based on Position and approval limit.I am setting up an approval workflow for payables invoices using the Supervisory Hierarchy. I want approvals to be based on the supervisor's Position. Each Position has …Prakash Sharma 45 views 3 comments 0 points Most recent by lkratzberg Payables, Payments & Cash Management -
Need to configure a logic-driven inspection workflowWe need to configure a logic-driven inspection workflow where an item-level attribute acts as the primary trigger. This activates an initial inspection plan where the re…
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Quote - without CPQSummary Quote 20CContent Hi all, In Oracle Sales Cloud 20C is there a Quotes tool to work on the Opportunity or Accounts with approval processes, SLAs, download and prin… -
AP Invoice Hold Rules - Options for where the invoice is routedSummary: The default routing for invoiceHoldsResolutionRule is the Task.payload/requestor (the Requestor from the Requisition/PO). We operate in a Share Service environm…Judy Hamner 180 views 3 comments 0 points Most recent by Mia B. Payables, Payments & Cash Management -
Performance Goals consider as an organizational goals while adding through Add New Goal->Library GoaSummary: Hi all—has anyone seen this behavior in Goal Center, and can you help us resolve it? Issue: The same library goal is being classified differently depending on h…Shivadarshini S 11 views 2 comments 0 points Most recent by Tim Gaumont-Oracle Account Reconciliation
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How to set rule in Invoice Approval Spreadsheet,if invoice olderthan 1year route to Approval Group?Summary: How to configure a rule in the Invoice Approval Spreadsheet so that invoices older than 1 year route to a specific Approval Group? Currently, in the Invoice App…Nirmal Dhruv 31 views 2 comments 0 points Most recent by Latha Palanisamy-Oracle Payables, Payments & Cash Management
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How to configure Cost Center Manager Based approval in Invoice Approval SpreadsheetSummary: I am trying to configure AP Invoice Approval Rule using the spreadsheet. I have given "User" in column "Approval Routing" and "Cost Center Total.Cost Center Man…FIN_USER 1.2K views 7 comments 0 points Most recent by Pankaj Johri Payables, Payments & Cash Management -
suppress the invoice approval escalation process during holidaysSummary: We would like to suppress the invoice approval escalation process during holidays. This is when the office is closed, so we do not want the invoice to escalate …Thejaswini 3 views 1 comment 0 points Most recent by Kate D.B-Oracle Payables, Payments & Cash Management
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AP holds approval in BPM for PO matched invoicesSummary: We want to configure the BPM to route the PO matched approval to the requestor provided in the PO. I have configured the IF conditions the following: FinApHoldA…Tim Jespersson-Oracle 21 views 2 comments 0 points Most recent by Tim Jespersson-Oracle Payables, Payments & Cash Management
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Invoice auto-approval rule for PO-matched lines is overridden by auto-reject rule despite conditionsSummary: Invoice auto-approval rule for PO-matched lines is overridden by auto-reject rule despite conditions not being met. Content (please ensure you mask any confiden…sv1061 12 views 1 comment 0 points Most recent by Purvi -Oracle Payables, Payments & Cash Management
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We have a requirement related to invoice approval for credit memos based on invoice hold and releaseSummary: In our scenario, when a credit memo is created, the invoice is placed on a “Matching Required” hold. AP user then manually releases this hold by providing a rel…Krishna Kanth Kommuru 12 views 1 comment 0 points Most recent by Purvi -Oracle Payables, Payments & Cash Management
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PO invoice approvalI have configured PO invoices for automatic approval. However, there is a new requirement: when invoices are created manually and an additional line item—specifically sh…
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What is top participant on Invoice Approval Workflow RulesSummary: Invoice Approval Workflow Rules we have hardcoded with CEO user name at top participant for Job level list builder. What is the oracle suggested top participant…Ashavemula 446 views 13 comments 1 point Most recent by Venkat-Pusapati Payables, Payments & Cash Management
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How to cancel invoice or lines that have a PO with a cancelled line or 0 amount quantity?We enabled a functionality (Prevent Cancellation of Partially Received or Invoiced PO's) in mid January. Before we enabled this feature we had two purchase orders and th…Christina O 229 views 4 comments 0 points Most recent by Manisha_PRC_Fusion-Oracle Payables, Payments & Cash Management
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Can we perform 2 or multiple Inspections operations parallelly at the same time?Hi Everyone, Can we perform multiple inspections parallelly at the same time, where they are tagged to different operations? please help @Shyam Patel @Rebecca Souza
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How to enable approval workflow during invoice creation from IDR to payables moduleSummary: Client requirement is to enable approval workflow (L1) during invoice creation from IDR to payables module Content (please ensure you mask any confidential info…AbhayT 41 views 4 comments 0 points Most recent by Richa Priya_KPMG Payables, Payments & Cash Management -
Approval workflow for AP Invoice distribution adjustmentsSummary: Is there a workflow available to approve payable invoice distribution adjustments after the invoice is paid Content (please ensure you mask any confidential inf…Fareed Masood 11 views 1 comment 0 points Most recent by Cloud_User_2024 Payables, Payments & Cash Management -
Recs visible to group only after both reviewers approveSummary: We are configuring a reconciliation workflow involving a Preparer, Reviewer Level 1, and Reviewer Level 2. They want to ensure that a specific user group (Viewe…
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Runtime error 52 when generating Invoice Approval rules in zip formatSummary: Navigate to Setup and Maintenance >Manage Workflow Rules in Spreadsheet Download the Invoice Approval template previously uploaded successfully, modify and try …
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How to Archive and Purge Completed Workflow TasksSummary: How to Archive and Purge Completed Workflow Tasks documentation suggests No Action Content (required): We are looking for confirmation that the documentation re…DMW_HILLSCOUNTY 31 views 2 comments 0 points Most recent by Ghosh Pooja Payables, Payments & Cash Management
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Reassigned AP Invoice Approval Goes Back to the Requester's HierarchySummary: We have AP Invoice Approval rules - Approval Routing as "Job Level Hierarchy" with Starting Approver "Manager of Invoice Header Requester". When we reassigned a…