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PeopleTools and Lifecycle Management - PSFT (MOSC)

Credit Invoice (Credit Note) approval - EOAW

Mar 22, 2017 10:43AM edited Jun 7, 2017 5:08PM in PeopleTools and Lifecycle Management - PSFT (MOSC) 2 commentsAnswered

I set up Credit Note approval as a proof of concept for the business

I set up the definition criteria as the BI_HDR.INVOICE_AMOUNT as Less Than or Equal to 0.000

Approvals had one stage, one path and 5 steps

Path Criteria again BI_HDR.INVOICE_AMOUNT as Less Than or Equal to 0.000

Then the 5 steps had:

1 - BI_HDR.INVOICE_AMOUNT as Less Than or Equal to 0.000; User List: Credit Bill/Write Off Level 1 (Role)

2 - BI_HDR.INVOICE_AMOUNT as Less Than or Equal to -500.000; User List: Credit Bill/Write Off Level 2 (Role)

3 - BI_HDR.INVOICE_AMOUNT as Less Than or Equal to -2,500.000; User List: Credit Bill/Write Off Level 3 (Role)

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