Payables & Cash Management

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    Rudi van Heerden
    Approval Groups upload
    Topic posted April 8, 2019 by Rudi van HeerdenRed Ribbon: 250+ Points, tagged Financials, Payables 
    75 Views, 2 Comments
    Approval Groups upload
    Approval Groups upload via Spreadsheet

    Is there a fuctionality to upload bulk approval groups?


    I need to create about 300 approval groups and need to know if there is an easier way than to load them manualy one by one.







    • Lakshmish Rao


      Please explore the option mentioned in the following KM:

      How to Copy BPM Approval Rules Between PODs (Doc ID 2108450.1)

      If you have many approval rules, then you can simply import export into different source and target environments.

      Also, run the "Workflow Rules Report " ESS job to get the complete list approval reports.

      Note: You need  “Financial Application Administrator” role assigned in order to run this report.  '

      Hope this helps and for any further issue please raise an SR with support to review.



    • Becky Alvarez

      There is not any spreadsheet upload capability.  So you cannot upload them via spreadsheet but if you do have them created in another instance Lakshmish has offered a great solution above.