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Mohammed Salah
Saudi Arabia
เข้าร่วมเมื่อ 30 มิ.ย. 2023
Welcome to my ERP Channel, I create videos about ERP Systems, Business cycles and Accounting Entries.
-I am simply talking about important topics with Practical Practices, not just theoretical, and you will not find them in any other channels.
Kindly Join My Membership Club
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Email me at [mohammedsalah02h@gmail.com].
+971-589706518
Thank You:)
-I am simply talking about important topics with Practical Practices, not just theoretical, and you will not find them in any other channels.
Kindly Join My Membership Club
th-cam.com/channels/1xVxwcN21FGpWhw-m-LFew.htmljoin
Email me at [mohammedsalah02h@gmail.com].
+971-589706518
Thank You:)
AP Invoice Approval Process | Oracle Cloud
You can configure predefined workflows to manage invoice approvals.
When the invoice approval process starts, a workflow builds the list of approvers based on the defined rules.
The invoice approval workflow includes the following predefined rules:
• Invoices having amounts greater than or equal to 1000 require approval by the immediate supervisor of the requester on the invoice.
• Invoices having amounts less than 1000 are automatically approved
How You Create Invoice Approval Rules Using a Spreadsheet
You can create approval rules using a spreadsheet. Here are a few things to keep in mind:
• Each spreadsheet or template contains sample data that you can refer to when creating your approval rules.
• The templates provide examples of use cases that you can use to modify or create your own approval rules.
• For more information see the topics listed in the Related Links section of this topic.
You have four spreadsheets or templates shown in this list, that you can either modify or use to define your own rules:
• Invoice Approval Basic template
• Invoice Approval Sample template 1
• Invoice Approval Sample template 2
• Invoice Approval Sample template 3
You can access the templates from the Manage Workflow Rules in Spreadsheet page and navigate to the Payables Invoice Approval workflow. Each spreadsheet template contains the following four worksheets:
1. Instructions
2. Invoice Request Approval Rules
3. Invoice Approval Rules
4. Data Sets
Invoice Approval Templates
You can use the templates to create approval rules in accordance with your approval policy. Each sample template contains use cases that you can refer to and you can define rules using any of the templates. For more information you can refer to the Related Links section in this topic.
Attributes
In the Invoice Approval Rules worksheet, you can select the attributes based on Invoice Header, Invoice Line, Invoice Distribution and other attribute categories in the Approval Conditions section. By opening the drop-down list associated with the attribute category, you can view the available attributes.
To create workflow rules that should be evaluated in a specific currency, enter the currency using the attribute Rule Evaluation Currency. The attribute is available for these attribute categories:
• Invoice Header
• Invoice Line
• Invoice Distribution
Data Sets
In the Data Sets worksheet, the list of values for the Varying Attributes column contains a selected list of attributes you can use to create your own data sets. A data set enables you to define a mapping between your data and the variation in approvers based on such data.
Each template has sample rules for these use cases:
Invoice Approval Basic template
The sample rule in this template is based on the following use case:
Note:
Each template has sample rules already defined for you to reference when creating or modifying your approval rules.
Invoice Approval Sample template 1
This template contains sample rules required to enforce the following approval policy. Each business rule from the approval policy is represented in one block in the template.
Invoice Request Approval:
Business Rule: All Invoice requests require approval by the Invoice header level requester.
Invoice Approval
• Business Rule1: All invoices for a particular business unit and with specific distribution account segment values require approval from a job-based hierarchy. The range of job levels that must approve the invoice vary based on the invoice amount. Any invoice that doesn't have the specified distribution account segment values should be automatically approved.
• Business Rule2: All invoices that have project information about them require approval by the project manager. Any invoice that doesn't refer to a project should be auto approved.
Invoice Approval Sample template 3
This template contains sample rules required to enforce the following approval policy: Each business rule from the approval policy is represented
Points to Consider
Consider the following:
• When you generate the rule file for the template, the rules for both Invoice Request Approvals and Invoice Approvals are included.
• You must define rules in at one or both worksheets, the Invoice Request Approval or Invoice approval to successfully generate the rule file. Otherwise, the file isn't generated without rules.
• Each new successful rule file uploaded overwrites all the existing rules for the workflow.
• This feature is only available for the Payables Invoice Approval Workflow for Payables.
• You must use Oracle Business Process Management (BPM) to define rules for the other Payables workflows.
• The Invoice Request Approval Rules can only be used to define approval rules for Supplier Portal invoices. You must use the Invoice Approval Rules worksheet for all other invoice types
When the invoice approval process starts, a workflow builds the list of approvers based on the defined rules.
The invoice approval workflow includes the following predefined rules:
• Invoices having amounts greater than or equal to 1000 require approval by the immediate supervisor of the requester on the invoice.
• Invoices having amounts less than 1000 are automatically approved
How You Create Invoice Approval Rules Using a Spreadsheet
You can create approval rules using a spreadsheet. Here are a few things to keep in mind:
• Each spreadsheet or template contains sample data that you can refer to when creating your approval rules.
• The templates provide examples of use cases that you can use to modify or create your own approval rules.
• For more information see the topics listed in the Related Links section of this topic.
You have four spreadsheets or templates shown in this list, that you can either modify or use to define your own rules:
• Invoice Approval Basic template
• Invoice Approval Sample template 1
• Invoice Approval Sample template 2
• Invoice Approval Sample template 3
You can access the templates from the Manage Workflow Rules in Spreadsheet page and navigate to the Payables Invoice Approval workflow. Each spreadsheet template contains the following four worksheets:
1. Instructions
2. Invoice Request Approval Rules
3. Invoice Approval Rules
4. Data Sets
Invoice Approval Templates
You can use the templates to create approval rules in accordance with your approval policy. Each sample template contains use cases that you can refer to and you can define rules using any of the templates. For more information you can refer to the Related Links section in this topic.
Attributes
In the Invoice Approval Rules worksheet, you can select the attributes based on Invoice Header, Invoice Line, Invoice Distribution and other attribute categories in the Approval Conditions section. By opening the drop-down list associated with the attribute category, you can view the available attributes.
To create workflow rules that should be evaluated in a specific currency, enter the currency using the attribute Rule Evaluation Currency. The attribute is available for these attribute categories:
• Invoice Header
• Invoice Line
• Invoice Distribution
Data Sets
In the Data Sets worksheet, the list of values for the Varying Attributes column contains a selected list of attributes you can use to create your own data sets. A data set enables you to define a mapping between your data and the variation in approvers based on such data.
Each template has sample rules for these use cases:
Invoice Approval Basic template
The sample rule in this template is based on the following use case:
Note:
Each template has sample rules already defined for you to reference when creating or modifying your approval rules.
Invoice Approval Sample template 1
This template contains sample rules required to enforce the following approval policy. Each business rule from the approval policy is represented in one block in the template.
Invoice Request Approval:
Business Rule: All Invoice requests require approval by the Invoice header level requester.
Invoice Approval
• Business Rule1: All invoices for a particular business unit and with specific distribution account segment values require approval from a job-based hierarchy. The range of job levels that must approve the invoice vary based on the invoice amount. Any invoice that doesn't have the specified distribution account segment values should be automatically approved.
• Business Rule2: All invoices that have project information about them require approval by the project manager. Any invoice that doesn't refer to a project should be auto approved.
Invoice Approval Sample template 3
This template contains sample rules required to enforce the following approval policy: Each business rule from the approval policy is represented
Points to Consider
Consider the following:
• When you generate the rule file for the template, the rules for both Invoice Request Approvals and Invoice Approvals are included.
• You must define rules in at one or both worksheets, the Invoice Request Approval or Invoice approval to successfully generate the rule file. Otherwise, the file isn't generated without rules.
• Each new successful rule file uploaded overwrites all the existing rules for the workflow.
• This feature is only available for the Payables Invoice Approval Workflow for Payables.
• You must use Oracle Business Process Management (BPM) to define rules for the other Payables workflows.
• The Invoice Request Approval Rules can only be used to define approval rules for Supplier Portal invoices. You must use the Invoice Approval Rules worksheet for all other invoice types
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I am so grateful that you uploaded this video!! Blessings
Hi Mohamed, I want to learn entire financial like GL, Ap,AR, Assets,Cash management, inter, expenses... All. Can you provide classes. If it's yes tell me the process. Will ready to join.
Hi Salah, could you please share the new credentials with us? Thank you!!
@@akshatharn4053 Hi please try this Username: User001 Password: 987654321 Link: Https://ekmk-test.fa.us6.oraclecloud.com/
@@akshatharn4053 hi please try this Username: User001 Password: 987654321 Link: Https://ekmk-test.fa.us6.oraclecloud.com/
@@A_Step_by_Step2023 thank you, it is working now
Nice one Killer
Thanks
can you explain why my invoice source is generating "Invoice Gateway" ?
Please share updated password
@@NaveenKumar-h1e1e Guys please try this Username: User001 Password: 987654321 Link: Https://ekmk-test.fa.us6.oraclecloud.com/
It's not working
please try this Username: User001 Password: 987654321 Link: Https://ekmk-test.fa.us6.oraclecloud.com/
@@yahyanadeem-d2y please try this Username: User001 Password: 987654321 Link: Https://ekmk-test.fa.us6.oraclecloud.com/
I tried this, but it is not working
Hi can you please share me credentials and environment link. Thanks
@@parthivpatel8232 Guys please try this Username: User001 Password: 987654321 Link: Https://ekmk-test.fa.us6.oraclecloud.com/
Hi Mohammed i have "Authentication failed" message
@@mixxxxx-t6z Guys please try this Username: User001 Password: 987654321 Link: Https://ekmk-test.fa.us6.oraclecloud.com/
@@A_Step_by_Step2023 it is doesnt work
@@A_Step_by_Step2023 hi, it is doesnt work :(
Hi do you provide oracle fusion WMS (logfire)
You are doing good job. Very Nice.
AUTHENTICATION fail Could you please share password and username again
please try this Username: User001 Password: 987654321 Link: Https://ekmk-test.fa.us6.oraclecloud.com/
Is there any soap or rest api available for this one time payment??
Ans: REST API for One Time Payments is currently not supported. Please see KM 2515180.1 for the Enhancement Request Information.
Hi Sala Pls share document
@@uharibabu87 which document?
@ Regime to Rate Setup Document
Hi Sir, Please do video for AP invoice approval by using spreadsheet, thanks in advance
@@pavanvasireddy7631 sure
In THEN condition you have defined top participant as "Sammer Alam" (time stamp 17:50) But logged in with for approval purpose is "Anita Kennedy" (time stamp 24:45), Can You please explain me the hierarchy because I am knew to learn the oracle.
@@pavanvasireddy7631 no sammer Allan is like a top participant not approver it like fyi notification
Sir, pls reply
Excellent video and Try to do video for AP invoice approval through Spread Sheet. Thanks in advance
Hi Salah, I am finding an error while deploying COA Flexfield. please have a look on this error " oracle.apps.fnd.applcore.flex.runtime.util.BCModelerException: Segment AAA_shree_m_Acc of AAA_shree_m_str_inst: Segment instance does not have a corresponding segment definition. Details : TABLE_NAME :GL_CODE_COMBINATIONS ENTITY_OBJECT :oracle.apps.financials.generalLedger.accounts.codeCombinations.model.entity.CodeCombinationEO Exception Stack :oracle.apps.fnd.applcore.flex.runtime.util.BCModelerException: Segment AAA_shree_m_Acc of AAA_shree_m_str_inst: Segment instance does not have a corresponding segment definition. Segment AAA_shree_m_Acc of AAA_shree_m_str_inst: Segment instance does not have a corresponding segment definition. oracle.apps.fnd.applcore.flex.runtime.util.BCModelerException: Segment AAA_shree_m_Acc of AAA_shree_m_str_inst: Segment instance does not have a corresponding segment definition."
Excellent video bro first payment approval video in youtube
Can you please share the Document. Thank very much
@@joven121 hi just writing in google search area “ segregation duty of role mof pdf “ Thanks
ديه اسوأ لهجة english سمعتها في حياتي كان ممكن تشرح عربي عادي
شكرا لزوقك وتعليقك
@@A_Step_by_Step2023 حبيبي
Hi Mohammed, I recenlty was testing this functionality. I justed used the FBDi to create and Assign the the Value set that was use in the Chart of Account Structure linked and it was working properly on reporting. Recenlty, I saw while creating a new segment in Chart of Account Instance there is an option of "Tree Name" at the bottom which is not mandatory. Does it has any use when assigning in Chart of Account Instance as we are creating hierarchy and linking directly in Value sets. I am unable to find the use of that option in chart of Account structure Instance how and when it will be used after going through the document also.
Hi the system by default create a hierarchy incase you need to create your own tree then you can create and assign it Also there are a lot of purposes for using tree either reports or budget at summary level Is this your question?
Very Informative, Thanks
Hi Salah, having deployment issue with instance, can you please check the same?
Hi Ravi May I know the issue ?
@A_Step_by_Step2023 Deployment failed due to metadata issue.
Having a metadata issue not able to deploy the instance. Refresh might be needed. Finding an error while deploying COA Flexfield. please have a look on this error " oracle.apps.fnd.applcore.flex.runtime.util.BCModelerException: Segment AAA_shree_m_Acc of AAA_shree_m_str_inst: Segment instance does not have a corresponding segment definition. Details : TABLE_NAME :GL_CODE_COMBINATIONS ENTITY_OBJECT :oracle.apps.financials.generalLedger.accounts.codeCombinations.model.entity.CodeCombinationEO Exception Stack :oracle.apps.fnd.applcore.flex.runtime.util.BCModelerException: Segment AAA_shree_m_Acc of AAA_shree_m_str_inst: Segment instance does not have a corresponding segment definition. Segment AAA_shree_m_Acc of AAA_shree_m_str_inst: Segment instance does not have a corresponding segment definition.
Totally waste of time.audio quality too worest.
@@SANDEEP-rb4ld thank you for your comment
Hi I follow the same process, but an error appears stating that approval is not defined for user-based and role-based privileges are not showing in 24D. Please share any document link to complete the process
Hi did you checked the version of your instance ??
@A_Step_by_Step2023 Yes 24D
Thank you so much for saving our Time
Can you please upload Payment and Bank transfer approval Rule how to create
Its done
Hi please correct this video it dnt have sound for last 15 mins @mohammed salah
@@donthulasrinivas4 really appreciated your support but in TH-cam no adjustments either keep it or Upload a new video 🥲🥲
Thanks a lot dear, it's working
ACTUAL LIFESAVER! THANK YOU
Good one. Sorry I dont see Business unit column in the spreadsheet. How this is enabled for particular BU
Very good question The answer is: once you download and open transaction approval rules template you can press on “+” sign under Rule Condition and select to add Business Unit to put it as Condition All the best
Hi Bro great explanation
Very good information
Great but please focus on practical implementation
Sure 👍🏻
it works trust the nigga
Hi Mohammed , Can U share refreshed HCM Instance pls. Unable to Hire an employee with the above given instance , getting an error related to geography's Error: The Vertex code is missing for the home or work address. Check that the geocode exists for this location. (HRX-1560253) The regional component creation couldn't be completed.
Your videos are incredibly informative, with concepts so interesting that I don’t want to skip any part of them. However, your voice sounds a bit like a whisper in ear it could use a little more energy. Adding some liveliness to your voice would enhance the experience, making your videos even more engaging. Please consider this suggestion, and I apologize if I’ve expressed anything incorrectly.
Wow Its Working. Thanx a lot
Can you please share the Document. Thanks
Sure kindly share your email id
@@E3RTH hi just writing in google search area “ segregation duty of role mof pdf “ Thanks
Thanks Mohammed for your easy explanation as usual 😉👍, on the other hand, i was looking for approval for Asset impairment and revaluation, but Oracle confirmed that it's not existing currently.
Right it only additional, adjustments, retirement and transfer 👌
Please share the topics or video names we get after joining your Channel ?
@ sorry I didn’t get you?
There is an option to join your paid channel .So I am asking what are the benifits or the content that would be visible after joining your channel by paying monthly fees ?
very good document.
Good job Mahmoud keep going
Hi Mohamed keep the good work
How to load convertion if such case po=100qty, Receipt=75qty , invoiced=50qty and payment made for 25 qty...
عالمي ربنا يزيدك علم 😍
جمعا ان شاء الله
Where can I find a full guide that is going to give me the order of precedence for the tasks
just try to download oracle cloud implementation guide, this is the best guide forever
Do we need to take any control accounts to identify the open invoice?
Assign accounts payable manager or invoice supervisor and check
@@A_Step_by_Step2023 I'm not asking about role.. when we upload ap open invoice instead expense account can we take any offset or dummy control account.
It's still working! Thanks a lot!
Hi Salah, Thank you for providing instance. Can you please add ' IT Security Manager ' role to this Username: User001. As we are unable to find security console option under Tools area
Hi Mohammed, Very good video.if the business have multiple Legal entities that scnerios also we can use the consolidation?
@@nagarajud6216 yes