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    Virginia Baez-Ponce
    Need report that shows all approval assignees who have NOT...Answered
    Topic posted October 17, 2017 by Virginia Baez-PonceBronze Medal: 1,250+ Points, tagged BI Publisher, Fusion Financial reporting, OTBI, Reports, Sample Reports 
    832 Views, 14 Comments
    Title:
    Need report that shows all approval assignees who have NOT approved invoice
    Summary:
    We are trying to build a report that provides only “open/incomplete” invoice approvals (i.e. only those approval assignees who have NOT approved yet)
    Content:

    We are trying to build a report that provides only “open/incomplete” invoice approvals (i.e. only those approval assignees who have NOT approved yet).  Unfortunately the report we built shows all past and present “assignees” rather than just providing the “open/incomplete” approvals.  I’ve attached some screenshots as well as an archive of the analysis we built.

    I am no OBTI/SQL expert but is there a quick a simple way to return only the “most recent” assigned value in the data set for a particular invoice?  Interestingly enough if we go to BPM, look up the invoice and sort by “Assigned” it correctly returns only the INCOMPLETE (unapproved) pending approvals which is out desired result.

    Image:

    Best Comment

    Alexey Shtrakhov

    Hi Virginia,

    oh, in OTBI...
    in this case you can try to add following 2 filters:

    Approval Action Code = 'ORA_ASSIGNED_TO'  (this is to get all the assigned tasks)
    Approval Status Code = 'INITIATED'  (this is to limit only those tasks which are still pending approval)

    This should limit the result to all the assigned tasks with status Initiated.

    See some sample where you can see 2 invoices.
    1 is fully approved and the other one is still in initiated status.

    So for the invoice 03222873 to get the only 1 task which is assigned we need to have the above 2 filters.
    As you can see approval status will be updated later according to the outcome of the approval task.

     

    With respect
    Alexey

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