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    Al Reyami Interiors

    AP Invoice approval workflow -Demo

    Author: Selvaraj C

    Creation Date: 18-Jan-2011

    Last Updated: 18 December 2012

    Document Ref: ARI/APINV APVL WF/V1.0

    Version: 2.0

    Approvals:

    Name Position Organization Signature

    Rakesh

    Radhakrishnan

    Project Manager Grand Online

    Development

    Balasubramaniam Sr.Manager(Internal

    Audit)

    Al Reyami Interiors

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential1

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    Document Control

    Change Record1

    Date Author Version

    Change Reference

    18-JAN-2011

    Selvaraj.C 1.0 Initial Document

    Reviewers

    Name Position

    Selvaraj.C Financial Functional Consultant-GODRakesh Radhakrishnan Project Manager-GODBalasubramaniam Sr.Manager (Internal Audit) - ARI

    Distribution

    CopyNo.

    Name Location

    1 Library Master Project Library

    2 GOD Library Project Manager

    Note to Holders:

    If you receive an electronic copy of this document and print it out, pleasewrite your name on the equivalent of the cover page, for document controlpurposes.

    If you receive a hard copy of this document, please write your name onthe front cover, for document control purposes.

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential2

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    Preface

    his document explains the process of Invoice Approval process in

    Oracle Payables Module based on the requirement/issues raised

    by the project stakeholders of Accounts Department at Al Reyami

    Interiors(ARI), Dubai as part of Oracle Implementation Project.

    Configuring/Setting up the system will be based on

    recommendations/information mentioned in this document by the

    consultants from Grand Online Development (GOD) along with the

    recommendations/confirmation from the relevant stakeholders ofARI. The

    more accurate, precise and complete the design, the better will be the

    building, transition and data entry. All the information mentioned in this

    document applies to ARI unless otherwise specified in a separate

    paragraph.

    T

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential3

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    Process

    Configurations

    1. Setup the Business Group2. Setup the Finance Modules3. Create the Employees4. Designate the Preparer and approver (Assign the Supervisor)5. Create the Users and Assign the Responsibility6. Grant the Role7. Grand the Access from functional administrator8. Set the Profile option AME:Installed at the application level as Yes9. Setup the Invoice workflow

    1. Select the Transaction type2. Define the Components

    attributes

    Conditions

    Action Types

    Approver Groups3. Define the approval rules

    4. Test work bench10. Enable the invoice workflow option in Payables options

    Transactions

    1. Enter the invoice (By accountant), by giving the Requester name2. Validate the invoice3. Send it for approval4. Approver will review and approve it

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential4

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    In Detailed

    1. Setup the Business Group

    2. Setup the Finance Modules

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential5

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    3. Create the Employees - Supervisor

    Accountant

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential6

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    4. Assign the supervisor

    5. Create the users, assign the Employee and Responsibility

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential7

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    6. Grant the Role

    Login with Sysadmin

    Responsibility = User Management

    Enter the user NAME: Senthil

    Click Assign Role

    Change from Roles and responsibilities to Role

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential8

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    7. Grant the access from functional administrator

    Change the Responsibility to Functional Administrator

    Click Create

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential9

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    8. Set the Profile options @ the Application Level

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential10

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    9. Setup the Invoice workflow

    1. Select the transaction type

    Resp: Approvals management Business Analyst

    2. Components

    a. Attributes Existing can be usedb. Conditions

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential11

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    c. Action types

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential12

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    D.Approver Group

    3. Approval Rule

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential13

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    4. Run Test

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential14

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    10.Setup the Invoice approval workflow option at Payable options window

    Transactions

    Need to select the Requester by selecting Show field, and select the requester

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential15

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    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential16

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    Open and Closed Issues for this Deliverable

    Open Issues

    ID Issue Resolution Responsibility

    TargetDate

    ImpactDate

    Closed Issues

    ID Issue Resolution Responsibil

    ity

    Target

    Date

    Impact Date

    ARI_AP_APPR_V1.0 doc ROF /GOD Confidential