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    Anitha Venkatkrishnan
    Cloud Expenses - Approval Rules SetupAnswered
    Topic posted March 30, 2017 by Anitha VenkatkrishnanRed Ribbon: 250+ Points, last edited January 30, 2019, tagged Expenses, Financials, Payables, Setup / Administration 
    370 Views, 3 Comments
    Title:
    Cloud Expenses - Approval Rules Setup
    Summary:
    Cloud Expenses Approval - How to setup Dynamic Approver Lists
    Content:

    Hi All,

    We are implementing Oracle Cloud Expenses and are having trouble setting up Approval Rules.

    Our requirement for Approvers do not follow Supervisor, Job or position hierarchy. We need to derive a dynamic approver group setup based on Expense Cost Centre, Product etc.

    Seeing Dynamic Approver Groups are not supported for SAAS customers, wanted to get your inputs on how we can achieve the above.

    Any thoughts appreciated.

    Thanks.
    Anitha

    Best Comment

    Prithis Das

    I believe what you are looking for are "Static" approval groups and not Dynamic approval groups. My client has a similar requirement - route AP invoice approvals based on Cost Center on the invoice.

    Cost Center 110 - Approvers A, B

    Cost Center 120, Invoice Amount < 100k - Approvers C, D

    Cost Center 120, Invoice Amount >= 100k, Approvers C, D, E

    And so on....

    We setup each as an Approval Group, and these are "static" approval groups. We setup Setup Rules to route the invoice to the correct Approval Group based on the cost center. We were able to create the above at the Invoice Document level. We also had the need to setup line level rules, but were unable to do so, as line-level AP invoice approvals is not yet available in ERP Cloud.

    The Approval Groups need maintenance as people leave or join the organization. You also need to keep an eye on in-flight notifications when you change an approval group.

    Comment

     

    • Prithis Das

      I believe what you are looking for are "Static" approval groups and not Dynamic approval groups. My client has a similar requirement - route AP invoice approvals based on Cost Center on the invoice.

      Cost Center 110 - Approvers A, B

      Cost Center 120, Invoice Amount < 100k - Approvers C, D

      Cost Center 120, Invoice Amount >= 100k, Approvers C, D, E

      And so on....

      We setup each as an Approval Group, and these are "static" approval groups. We setup Setup Rules to route the invoice to the correct Approval Group based on the cost center. We were able to create the above at the Invoice Document level. We also had the need to setup line level rules, but were unable to do so, as line-level AP invoice approvals is not yet available in ERP Cloud.

      The Approval Groups need maintenance as people leave or join the organization. You also need to keep an eye on in-flight notifications when you change an approval group.

      • Anitha Venkatkrishnan

        Hi Prithis,

         

        Thanks for your response.

        Yes, we have also recognized "static" approval groups is the only way forward now. Since we have about 150+ cost centres, we were looking for a better way to manage them - but there doesn't seem to be one available for SAAS setups.

        We are thinking to go with "static" approval groups and rules based on createApprovalGroupAPI - that way we can manage the number of rules that are defined.

        Thanks.

        Anitha

         

    • MShrini

      How to create approval groups via API in fusion ? please help me.