Self Service Procurement

Get Involved. Join the Conversation.

Topic

    Ashok
    How to view Approval History for older Requisitions
    Topic posted July 21, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Approvals/Notification, FAQ, How-To 
    685 Views, 4 Comments
    Title:
    How to view Approval History for older Requisitions
    Summary:
    Viewing Approval History for older Requisitions
    Content:

    This article is to acknowledge some stellar work from Support for customer questions relating to viewing approval history on older requisitions.

    Premise:

    Requisitions for which approvals are completed do not carry approval history details beyond a certain time (a few weeks) at which point the workflow details are purged. There were customers asking about whether there was a way (other than using the View Document History from Manage Requisitions) to view approval history details for older requisitions. The business requirement here was one of Audit History and Tracking.

    Proposal:

    Support came up with this question and based on some tips provided by Development, came up with a query that they provided to retrieve approver names and details for Requisitions for which workflow details were not available via BPM.

    NOTES: 

    1. Approver Names may or may not be retained and so available depending on how old the requisition is

    2. This is a proposal that was useful to said customers. The intent of posting this is for you to review and make your own determination if this is helpful in your business context.

    Index of tables: Requisition_Headers_All, PO_Action_History, PER_Person_Names_F

    SELECT
    DISTINCT RHA.requisition_number ,
    PAH.OBJECT_TYPE_CODE ,
    PAH.SEQUENCE_NUM ,
    PAH.ACTION_CODE ,
    PAH.ACTION_DATE ,
    PPN.DISPLAY_NAME ,
    PAH.PERFORMER_ID
    FROM FUSION.PO_ACTION_HISTORY PAH ,
    FUSION.POR_REQUISITION_HEADERS_ALL RHA ,
    PER_PERSON_NAMES_F PPN
    WHERE PAH.object_id = RHA.requisition_header_id
    AND RHA.requisition_number IN ('39127')
    AND PAH.PERFORMER_ID = PPN.PERSON_ID
    ORDER BY PAH.SEQUENCE_NUM;

    The recommendation here was to use this and build a custom OTBI report to lead this proposal to its logical conclusion.

    I thought I would post this here to elicit conversation among yourselves to see if this is something that makes sense in your business and whether you have any other ideas for similar requirements.

    It would be helpful if you all could rate these kinds of articles to give us a heads up on what kind of articles customers want from us to help further education or knowledge requirements regarding the application.

    Comment

     

    • Vikram

      Hi Ashok,

      We also got similar requirement. Our requisitions will be approved by one of the approver of an Approval Group consisting of 4 supervisors. It follows First Responder Wins Voting regime. 

      Requirement: Need a report to view the requisitions and who approved them.

       

      Based on the point#1, it seems that we can go back only till certain period of time to get approver details.

       

      Regards,

      Vikram

    • Ramesh Radhakrishnan

      Hi Ashok,

      Good Article very usefull, Thanks for posting.

      - Ramesh

    • Deepika Nathany

      Good one!!!!

    • Minna Muikku

      Hi,

      so is it so that, after certain time, you are not able to view the requisition approval history in requisition document history?

      I am asking because right now we have an issue with this (some older requisitions not showing approval history in document history) and I'm wondering if the issue is related to this topic. However, our issue does not concern ALL older requisitions so might be a bug.

      -Minna