Put up cash advance approval that is automatic.
Put up cash advance approval that is automatic . For instance, then the cash advance is automatically approved and it does not require the supervisor’s approval
For instance, then the cash advance is automatically approved and it does not require the supervisor’s approval if the cash advance amount is under a certain amount. This particular aspect expedites the approval procedure for lower amounts, considering that the have to wait for manager’s approval is eradicated.
To change a current cash loan approval guideline when you look at the Data Driven setup web web web page, choose the guideline set to change and then click the Edit symbol into the Tasks to be configured pane. It’s simple to include, alter, or delete guidelines within the specified guideline set. The modifications just just take impact whenever you click on the Commit Task symbol into the Tasks to be configured pane. Saving changes by pressing the Save symbol saves the noticeable modifications, however it will not trigger them. If required, you can easily undo modifications by pressing the Reset symbol.
Put up Approval Rules for Delegated Advance Loan
Oracle Fusion Expenses lets you delegate cash loan entry to a different individual in your stead. The cash advance owner needs to approve the cash advance request after the delegated user enters the request in the delegated cash advance process. Then, the demand is delivered for supervisor’s approval.
If you should be a preexisting consumer, the money advance demand is delivered for supervisor’s approval straight following the delegated individual goes into the demand. The cash advance owner need not approve the cash advance request in this case.
Nevertheless, you are able to change the method and include the money advance owner approval phase to your procedure.
Here you will find the actions to incorporate the money advance owner approval phase to the cash advance process that is delegated.
Navigate to your Oracle BPM Worklist application.
Through the Settings and Actions menu, select management . The Management tab seems.
Click on the Task Configuration tab.
When you look at the Tasks to be configured pane, find the FinExmWorkflowCashAdvanceApproval task.
Before you make modifications into the workflow, verify these settings:
Click on the Assignees tab and validate that the worthiness associated with the Reviewers field is scheduled as ReviewersForDelegation .
Click on the Go to rule symbol into the cash loan Approval phase and validate that the CashAdvanceOwnerApprovalRule guideline file seems within the guideline sets list.
Click Notifications tab and verify that REVIEWERS is assigned due to the fact receiver for the Complete task status.
Get back to the Assignees tab.
To change the workflow, click on the Edit symbol within the Tasks to be configured pane.
Here’s how a stage is added by you into the workflow:
Click on the Edit symbol into the step that is first of workflow.
Select Add Stage > Add Sequential Phase . A brand new phase is included with the workflow following the stage that is first.
Here’s how you edit the stage that is first
Choose Rule-based for the Assignees centered on industry.
This edits the guideline to skip this participant if cash loan submitter may be the owner.
When you look at the Tasks to be configured pane, click Save .
Here’s how you edit the stage that is second
Pick Rule-based for the Assignees centered on industry.
Enter CashAdvanceApprovalRuleSet since the company guideline, and then click Create Rule .
Into the Tasks to be configured pane, click Save.
Here’s how you edit the CashAdvanceApprovalRuleSet guideline file:
Into the Tasks to be configured pane, click Save .
The Commit task icon in the Tasks to be configured pane to commit the modified rule set, click.
Upload a advance loan File from the Third-Party System
You can easily offer advance loan information making use of a comma-separated plain text .csv file this is certainly uploaded to Oracle Universal information Management utilising the File Import and Export web web page. Following the file is uploaded, the cost auditor operates the Upload money Advance process through the Scheduled Processes web web page.
Legitimate cash loan documents are updated or created straight into the bucks advance tables. Rejected records are placed in the production file, combined with the good basis for rejection.
The following table contains industries within the money advance file which you create in TextPad and upload.