As an example, then the cash advance is automatically approved and it does not require the supervisor’s approval if the cash advance amount is under a certain amount. This particular aspect expedites the approval procedure for small amounts, considering that the need certainly to wait for manager’s approval is eradicated.
To change a cash that is existing approval guideline within the Data Driven setup page, choose the rule set to change and then click the Edit symbol when you look at the Tasks to be configured pane. It’s simple to include, alter, or rules that are delete the specified guideline set. The modifications simply just take impact once you click on the Commit Task symbol within the Tasks to be configured pane. Saving changes by pressing the Save symbol saves the modifications, nonetheless it will not trigger them. If required, you’ll undo modifications by clicking the Reset symbol.
Put up Approval Rules for Delegated Cash Loan
Oracle Fusion Expenses allows you to delegate cash loan entry to some other individual for you. The cash advance owner needs to approve the cash advance request after the delegated user enters the browse this site request in the delegated cash advance process. Then, the demand is delivered for manager’s approval.
The cash advance request is sent for manager’s approval directly after the delegated user enters the request if you’re an existing customer. The cash advance owner need not approve the cash advance request in this case.
But, you’ll alter the procedure and include the bucks advance owner approval phase to your procedure.
Here you will find the actions to incorporate the money advance owner approval phase to the cash advance process that is delegated.
Navigate towards the Oracle BPM Worklist application.
Through the Settings and Actions menu, choose management . The Management tab seems.
Click the Task Configuration tab.
When you look at the Tasks to be configured pane, find the FinExmWorkflowCashAdvanceApproval task.
Before you make modifications into the workflow, verify these settings:
Click the Assignees tab and confirm that the worthiness associated with Reviewers field is defined as ReviewersForDelegation .
Click on the Go to rule symbol when you look at the advance loan Approval phase and confirm that the CashAdvanceOwnerApprovalRule guideline file seems into the guideline sets list.
Click Notifications tab and verify that REVIEWERS is assigned given that receiver regarding the Complete task status.
Get back to the Assignees tab.
The Edit icon in the Tasks to be configured pane to modify the workflow, click.
This is how you put in a phase to your workflow:
Click on the Edit symbol into the step that is first of workflow.
Select Add Stage > Add stage that is sequential . A brand new phase is included with the workflow following the very first phase.
This is how you edit the very first phase:
Choose Rule-based for the Assignees according to industry.
This edits the guideline to skip this participant if cash loan submitter could be the owner.
Into the Tasks to be configured pane, click Save .
Here’s how you edit the stage that is second
Choose Rule-based for the Assignees centered on industry.
Enter CashAdvanceApprovalRuleSet due to the fact company guideline, and then click Create Rule .
Into the Tasks to be configured pane, click Save.
This is how you edit the CashAdvanceApprovalRuleSet guideline file:
When you look at the Tasks to be configured pane, click Save .
To commit the modified rule set, click on the Commit task icon into the Tasks to be configured pane.
Upload a advance loan File from a Third-Party System
You can easily offer advance loan information utilizing a comma-separated text this is certainly simple file this is certainly uploaded to Oracle Universal information Management utilizing the File Import and Export web web page. Following the file is uploaded, the cost auditor operates the Upload money Advance process through the Scheduled Processes web web page.
Legitimate cash loan documents are updated or created straight into the money advance tables. Rejected records are placed in the production file, combined with the cause for rejection.
The following table contains fields within the money advance file you create in TextPad and upload.