Workflow
Discussion List
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Starting Point not specified and Task Creator is same as UptoApprover:Summary: Error setting starting point implicitly. exception.description: Starting Point not specified and Task Creator is same as UptoApprover: xxxxxx. exception.fix: Se…dhevabattini 141 views 2 comments 0 points Most recent by dhevabattini Payables, Payments & Cash Management -
Invoice Approval Condition BPM ruleSummary: We have a requirement that a PO matched invoice should auto approve. Additionally, if on the PO matched invoice if there is a line with Line description 'PROFOR…DIANA CORREYA 51 views 2 comments 0 points Most recent by DIANA CORREYA Payables, Payments & Cash Management
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Incorrect Payables Invoice Approval Email TemplateHello, We're encountering a strange issue where (very rarely) a Payables invoice sent for approval triggers an email notification using a template that doesn't exist in …Willson Mach 31 views 4 comments 0 points Most recent by SanjayBasera Payables, Payments & Cash Management
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AP Invoice Bulk Approvals in Single GoSummary AP Invoice Bulk Approvals in Single GoContent Business receives multiple invoices from Legacy system (around 5000/10000 invoices) so they need to approve all inv…Kumar 57 264 views 6 comments 0 points Most recent by KamwinStory Payables, Payments & Cash Management -
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 121 views 10 comments 1 point Most recent by Azar Kadivella Payables, Payments & Cash Management
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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 162 views 11 comments 0 points Most recent by Chloe L-Oracle Payables, Payments & Cash Management
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Credit Memo Workflow Setup, where there is no purchase orderHi All, Thank you for your assistance in the community! I have a question regarding our workflow setup. I would like to implement a process where credit memos not assign…Chintan Shyara 1 view 0 comments 0 points Started by Chintan Shyara Payables, Payments & Cash Management
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Approval based on 8th CoA segmentSummary: Hi all, Is it possible to write the invoice approval rules based on 8th CoA segment of distribution combination? Content (please ensure you mask any confidentia…Vinod Mohan Raj 1 view 1 comment 0 points Most recent by Vinod Mohan Raj Payables, Payments & Cash Management
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How to create auto approve rule for credit memo where business is not following return to vendorSummary: Business Scenario: Currently the existing working functionality is "If we have Invoice type as "Credit Memos" then the Invoice is "Sent of Approval " . Business…Badripalli Archana-Oracle 34 views 1 comment 0 points Most recent by Neha Garg-Oracle Payables, Payments & Cash Management
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Can you set payment approval based on business unit?Can you set payment approval based on business unit like invoice approval workflow? When we set based on Payment Process Request Multi Selection Criteria.Business Unit N…Venkata Rajesh A 225 views 6 comments 0 points Most recent by JimVT Payables, Payments & Cash Management
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Payable Workflow approval to the 5 Level of manager of the Invoice Header Requester by SpreadsheetSummary: Payable Workflow approval should be routed to the manager of the Invoice Header Requester, Manager of the Manager and so on by Spreadsheet Content (please ensur…Saumyashri 2 views 1 comment 0 points Most recent by Saumyashri Payables, Payments & Cash Management
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Quality issue email templateHi Team, Could you please help me to get the notification email template for qulity issue assignment? we are getting email notification when quality issue is assigned to…
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Vacation rule is not working for on hold invoice approvals.Summary: Can we assign a delegate for on hold invoice approvals for certain time periods, we cannot change the approver from workflow and we need it to be change from va…Ravali Akula 12 views 2 comments 0 points Most recent by Sandeep Arora Payables, Payments & Cash Management
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How to automate removal of Reviewer2 in the following periodSummary: How to automate removal of Reviewer2 in the following period after it was set up in the current month using Set Attribute Rule Description: In Reconciliation Co…Ketan Kashliwal 2 views 1 comment 0 points Most recent by Komala Reddy-Oracle Account Reconciliation
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How to mass approve payables invoices or how we can reassign the payables invoices in a single go?Summary: How to mass approve the payables invoices or how we can reassign the payables invoices in a single go? Content (required): Version (include the version you are …Sanchit2901 14 views 3 comments 0 points Most recent by Alon Hadar Tamir Payables, Payments & Cash Management
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Supplier number not displaying in AP Invoice Coding workflow notificationSummary: How to display Supplier number in AP Invoice Coding workflow notification? Content (please ensure you mask any confidential information): Upon receiving the inv…manojsharma2407.wa 11 views 2 comments 0 points Most recent by manojsharma2407.wa Payables, Payments & Cash Management
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Is there a way to reinitiate AP Invoice hold notifications, given that we had previously switch offIs there a way to reinitiate the AP Invoice hold notifications and retrigger them, given that we had previously switched to the approval hold resolution workflow? Scenar…Karthikeyan Gopal 81 views 2 comments 0 points Most recent by Karthikeyan Gopal Payables, Payments & Cash Management -
Remove locked commentators/viewers from Profile AccessSummary: How to remove commentators or viewers from the Profile Access page. Content (please ensure you mask any confidential information): Hi, I would like to remove co…
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How to give AP invoice view only access to procurement teamSummary: How to give AP invoice view only access to procurement team Content (please ensure you mask any confidential information): Some procurement users, other departm…Kumar 57 31 views 4 comments 1 point Most recent by Supratik Ray Payables, Payments & Cash Management
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Performance Issues for Agents with Restricted PrivilegesHi experts, We have observed that agents with specific roles and restricted privileges experience increased loading times and reduced performance while using the Sales a…
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How to show balance amount for Employee Expense Annual rate policySummary: Example : we defined annual rate limit of RS10000 for expense item- Dental User raised expense for INR 6000 and approved . In the next expense, we want to show …
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How to send only one email notification to manager for leads unqualified for 30 daysSummary: We have a requirement to send email notification to manager if lead remains in unqualified status for 30 days after creation. We have tried using Routines and o…
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Order of Notifications When Multiple Approvers ExistIn Payables, we have a BPM rule that sends notifications to the requester. Sometimes, different requesters are defined on different invoice lines, and they all receive t…JoostBroekhuis 31 views 3 comments 0 points Most recent by JoostBroekhuis Payables, Payments & Cash Management
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How can 2 Payment Documents in bank accounts share sequencingSummary: How can 2 Payment Documents in bank accounts share sequencing Content (please ensure you mask any confidential information): How can 2 Payment Documents in bank…