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Topic

    Maria Trejo
    Approval Workflow Report
    Topic posted March 28, 2019 by Maria TrejoGreen Ribbon: 100+ Points, tagged Fusion Financial reporting, Fusion Procurement reporting, Reports 
    206 Views, 2 Comments
    Title:
    Approval Workflow Report
    Summary:
    Completing an audit of approval workflow for expenses, procurement and budget transactions.
    Content:

    I am completing an audit of our approval workflow setup for expenses, procurement and budget. Our naming convention is Dept ##### Fund Manager. Some rules are out of numerical order by department. For example, we have Dept 19900 followed by Dept 19799.

    I am trying to see all the rules that we have setup but the rules under Task Configuration only shows 5 lines and we have over 346 rules setup.

    Is there a report that can be run to view all the rules available?

    Image:

    Comment

     

    • Madhu Babu Vitta

      Hi Maria,

      Try creating a BIP report using query like below.

      --Change it according to module CRM/Proc (bh.domain='CRMDomain')

      SELECT DISTINCT to_char(bh.COMPLETED_DATE,'MM/DD/YYYY') AS COMPLETED_DATE,
                      bh.STATUS_CODE AS STATUS_CODE,
                      to_char(bh.INITIATED_DATE,'MM/DD/YYYY') AS INITIATED_DATE,
                      to_char(bh.CREATION_DATE,'MM/DD/YYYY') AS CREATION_DATE,
                      bh.CREATED_BY AS CREATED_BY,
                      ba.ASSIGNEE AS ASSIGNEE,
                      con.CONTRACT_NUMBER AS CONTRACT_NUMBER,
                      con.MAJOR_VERSION AS VERSION,
                      pn.DISPLAY_NAME AS DISPLAY_NAME
      FROM OKC_K_HEADERS_ALL_B con
      JOIN fnd_bpm_task_vl bh ON con.task_id=bh.task_id
      JOIN fnd_bpm_task_assignee ba ON bh.task_id=ba.task_id
      LEFT JOIN PER_USERS pu ON pu.USERNAME=ba.ASSIGNEE
      LEFT JOIN PER_PERSON_NAMES_F pn ON pn.person_id=pu.person_id
      WHERE bh.domain='CRMDomain'
        --AND con.CONTRACT_NUMBER='12345'
        AND pn.NAME_TYPE ='GLOBAL'
        AND TRUNC(SYSDATE) BETWEEN pn.EFFECTIVE_START_DATE AND pn.EFFECTIVE_end_DATE
      ORDER BY con.CONTRACT_NUMBER,
               con.MAJOR_VERSION

      Thanks,

      Madhu

    • Siva Kumar

      How to Generate Approval Workflow Rules Report (Doc ID 2465758.1)
      WORKFLOW RULES REPORT FOR PROCUREMENT (Doc ID 2489574.1)