How to Customize AP Invoice Approval in Oracle Fusion cloud Application using Business Process Management(BPM)

Dear Viewers , 
 Lets Understand with different case studies How to Customize AP Invoice Approval in Oracle Fusion cloud Application using Business Process Management(BPM) . 

 Case Study 1 #Configure an approval rule to route a notification to a requestor 

It covers the most common business use cases of invoice approval in a Payables Department. 
 Each business use case provides how to configure the invoice approval rules, using various participants, invoice attributes, and list builders such as: 

 • Single Approver 
 • Approval Group 
 • Supervisor Hierarchy 
 • Job level Hierarchy 
 • Position Hierarchy 

 The information presented in this document is intended to help various users (Payables business users, Approval workflow administrators and Consultants) who are involved in the configuration of invoice approval policy to meet the various business use cases of invoice approvals in a Payables Department.


 Note: 1) Refer to the Appendix section for navigation details for configuring invoice approval rules and approval groups. 
2) Refer to the Oracle Fusion Payables Approvals Overview document (Doc ID 2050018.1) to configure basic invoice approval rules within business process management. Disclaimer: 

This use case document is not an exhaustive list and does not cover every business use case that may arise from various industries. 

 Business Use Cases Use Case1: Configure an approval rule to route a notification to a requestor. 

This business case requires an invoice to be routed for approval to a buyer who actually requested the goods or service. The buyer’s name is captured in the Requestor field on the invoice UI. 

 Solution: To achieve this requirement, configure an approval rule using the resource list builder and in user field enter InvoiceHeader.requesterName. 

Create an invoice and enter the buyer name in the invoice Requestor field, then initiate the approval process for the invoice.

Create an approval rule using the List Builder Resource to route an invoice to a specific requester (Single Approver) entered on the invoice if the invoice amount is more than 1000.  Resource is used when an invoice needs to be routed to a single approver for an approval.




If the invoice amount is less than 1000 dollars then the invoice needs to be auto approved.

Auto Approval Rule




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