Workflow
Discussion List
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Does anyone know if you can mass transfer employees into a new position?Summary: We are trying to mass move 600 employees into a new position. Content (please ensure you mask any confidential information): Is there a template delivered by Or…Sheila Teer 1 view 2 comments 0 points Most recent by Sheila Teer Payables, Payments & Cash Management -
Approval BPM Not Triggering on Opportunity Sales Stage Change (Redwood UI)Summary: Hi Everyone, I am facing an issue while configuring an approval cycle for the Opportunity object in Redwood UI, and I would appreciate your guidance. What I hav…
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Relative-to minimum/maximum approverWe are implementing invoice approval rules using the spreadsheet solution. We are using custom job levels between 1000-1900, and have a requirement standardize the rules…Tim Jespersson-Oracle 6 views 0 comments 0 points Started by Tim Jespersson-Oracle Payables, Payments & Cash Management
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RejectedInvoiceCorrection - flow not workingSummary: I am trying to set workflow routing for invoice correction on rejected from import. but the flow is not appears to be working. I have rule created correctly to …
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Payables Invoice Approval workflow by Cost Center - Spreadsheet templateI need to configure the rules for Payables Invoice Approval workflow by accounting segment, specifically by cost center. According to the documentation I have found, it …Cristiana Fresco 294 views 4 comments 0 points Most recent by GUERRAND Payables, Payments & Cash Management
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How to Configure BPM Workflow Approval Deadlines to Escalate Only but Not Expire/RejectSummary: Looking to configure my approval workflow to have a deadline that escalates, but my approval workflow only shows expire and then escalate. Content (required): I…Nikki Reich 215 views 4 comments 0 points Most recent by Amit Mehta Payables, Payments & Cash Management
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Invoice coding workflow notifications disappear even if action is not takenSummary: We have an issue at client network, where we have account coding enabled, when the account coding is initiated it does come in the notifications, and once the n…Srishti Vasdani 23 views 6 comments 0 points Most recent by BJ kaur Payables, Payments & Cash Management
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Custom Object BPM Approval Process Not Working as ExpectedHello Experts, I am implementing an approval workflow for a custom object in Oracle CX Sales. Configuration completed: Custom object workflow starts when InitiatorStatus…
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Bank account transfer approval workflow not working as expected for CEHi Experts, We have a Customer requirement to set the approval for the Bank Account transfer(within LE) in cash management and without enablement of the Check box of "Se…RJ_ORA_NOV-Oracle 108 views 9 comments 0 points Most recent by Venkatesh Padamwar Payables, Payments & Cash Management
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Skip Job Levels During Invoice ApprovalSummary: We have a requirement where we would like to skip approval for person who has Job Level between 1 to 3. How can we configure this in the Payable Workflow sheet?…
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FIN PTP BPM : AP invoice approvals are being delegated without restrictionsOrganization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of): Securitas Description (Required): Use…Azar Kadivella 125 views 11 comments 1 point Most recent by Azar Kadivella Payables, Payments & Cash Management
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Invoice Approval - Request More Information Released After 3 DaysWe are experiencing an issue during the invoice approval workflow where, if User A requests information from User B, the request is automatically released if no response…Hanna_Halloran12345 13 views 0 comments 1 point Started by Hanna_Halloran12345 Payables, Payments & Cash Management
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AP Invoice Approval getting rejected by workflow systemSummary: Hi there, We have configured AP invoice approval rules on role based, whoever having this role they get Invoice approval notifications. But some invoices approv…Mahaboob Basha717 358 views 5 comments 0 points Most recent by Venkatesh Padamwar Payables, Payments & Cash Management
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Is FinFunTransactionApproval task is for Payable module approval workflowSummary: Hi, We are currently configuring the FinApInvoiceApproval task in BPM Worklist. We need to implement a distinct approval logic that separates Intercompany Invoi…GRACE SORIANO 5 views 3 comments 0 points Most recent by Purvi -Oracle Payables, Payments & Cash Management
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Request to Move a Custom/Configured Field from Additional Information Tab to General Tab in PayablesWe have a business requirement to capture a specific custom/configured attribute at the time of invoice creation. Currently, this attribute is displayed under the Additi…nikeeta_rakhriya 33 views 1 comment 0 points Most recent by Alon Hadar Tamir Payables, Payments & Cash Management
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How to auto approve or skip the Account Coding based on Supplier TypeSummary: How to auto approve or skip the Account Coding based on Supplier Type Content (please ensure you mask any confidential information): We are defining Account Cod…Bhanu Prakash Sharma 36 views 2 comments 1 point Most recent by Divya Sidhaiyan Payables, Payments & Cash Management -
Bypass AP Invoice Approval upon resubmitWe have a requirement to Bypass the Invoice requester approval when Invoice is rejected and re submitted after few modification. When an invoice is rejected by the Accou…Vivek Makwana 13 views 0 comments 0 points Started by Vivek Makwana Payables, Payments & Cash Management
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Invoice Approval flow on Net Amount instead of Gross AmountContent Hi, For the Approval Workflow of AP Invoices we've always used the attribute 'Invoice Header.Invoice Amount'. This is the gross amount, including the tax amount.…
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How to set approval rule to check invoice total amount excluding tax for debit or credit memoHello, We have requirement to set invoice approval by thresholds based on invoice total amount excluding tax. We set a rule to check the invoice total amount for all inv…Chloe L-Oracle 163 views 12 comments 0 points Most recent by Neeraj_Pal Payables, Payments & Cash Management
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Send AP invoice Hold Notification to PR/PO Requester (not AP Invoice Header Requester)Summary: How to send AP invoice hold notification to PO or Requisition requester not the requester present on invoice header/line? Content (please ensure you mask any co…Shardul Makde 46 views 7 comments 0 points Most recent by SIVA_G Payables, Payments & Cash Management
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How to set up multiple cost center approval concurrently in spreadsheetSummary: Need to have approvals based on job level, amount and cost centers be sent simultaneously to the starting cost center managers and then up the chain. Content (p…Kevin Ross 51 views 5 comments 0 points Most recent by Cloud_User_2024 Payables, Payments & Cash Management