Payables & Cash Management

Get Involved. Join the Conversation.

Topic

    David Cesteros
    Is it possible to create invoice approval flow using cost...Answered
    Topic posted July 24, 2017 by David CesterosRed Ribbon: 250+ Points, last edited January 30, 2019 
    128 Views, 15 Comments
    Title:
    Is it possible to create invoice approval flow using cost center responsible?
    Summary:
    Is it possible to create invoice approval flow using cost center responsible?
    Content:

    Our client wants to approve invoices using the responsible of cost center.

     

    Is there any way to setup this flow in BPM?

     

    Thanks in advance

    Best Comment

    Becky Alvarez

    Line level approvals will officially be supported in R13 but I do know some customers that are currently using it without any issues so I guess you would have to test it or wait until R13.  Your call there.

    Comment

     

    • Becky Alvarez

      Yes you can do this.  I am uploading the documentation as to how to do it.  Sorry I can only upload one page at a time due to the inability to attach a word document.

      • David Cesteros

        Hi Becky

        Thanks for your information. I will check it

        I have 2 questions:

        1- When you talk in step 1 'Create a new rule in the required participant type', how can I find the setup task?

        2- Our requirement is send for approval to the owner of the cost center, it doesn´t mattet the amount limit. I understand we don´t need to setup some conditions that you explain in the document

         

        Thanks again for your help

        David

    • Becky Alvarez
    • Becky Alvarez
    • Becky Alvarez
    • Becky Alvarez
    • Becky Alvarez
    • MShrini

      Its nice and thanks Becky for providing information relating to advance bpm rules.  I think this requirement can be achieved by using DFF values as well.

      Thanaks,

      Srinivasu.

       

    • Becky Alvarez

      I am not sure I understand the first question.  You would go to same place where you would to create any approval workflow and choose whether you want serial or parallel approvals.

      As for the 2nd question, yes you do not have to set up the conditions, you would create the conditions to meet your customer's requirements.

       

      • Manish Sinha

        Hi Becky,

        I gone through your solution and I understand that we can write rule for invoice approval based on cost center i.e. at distribution level.

        So for example, if I have scenario where

        Line 1 Cost center 110 Amount 100

        Line 2 Cost Center 120 Amount 200

        Line 3 Cost Center 130 Amount 300

        Then all 3 lines will go to different approvals based on the rule setup for that cost center and once all the 3 lines will get approved, the invoice status will change to Approved. 

        If my above scenario is true, then Fusion supports Line level approval for invoices which contradicts the oracle bug 18514885

        Correct me if my assumption is wrong.

        Regards,

        Manish

    • Becky Alvarez

      Line level approvals will officially be supported in R13 but I do know some customers that are currently using it without any issues so I guess you would have to test it or wait until R13.  Your call there.

    • MShrini

      Thanks Becky for the confirmation as it will be available in R13

      I am also looking for the same solution but as of now  we are using workaround solution with DFF values.

      Thanks,

      MSrinivasu.

       

    • Jon Kelly

      Are you trying to only route specific lines to the cost centers? We currently route for approvals to all cost centers involved, but it is an all or nothing approval and not by line. We just created a rule that if CostCenterTotal.costCenterName isn't null then route to resource of CostCenterTotal.costCenterManagerName. We use the parallel set so it routes to all cost centers at once, but requires all their approval. 

      • Prithis Das

        Jon

        Where is the CostCenterTotal.costCenterManagerName setup? In other words, where is the manager of the GL cost center assigned? In HCM? Or somewhere else?

        Thanks

        Prithis

        • Jon Kelly

          Prithis,

          You navigate to Manage Departments and search for the department name in question, then there is a section called GL Cost Center Information where you assign the Cost Center Manager. 

          Thanks!

          Jon