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Al Reyami Interiors
AP Invoice approval workflow -Demo
Author: Selvaraj C
Creation Date: 18-Jan-2011
Last Updated: 18 December 2012
Document Ref: ARI/APINV APVL WF/V1.0
Version: 2.0
Approvals:
Name Position Organization Signature
Rakesh
Radhakrishnan
Project Manager Grand Online
Development
Balasubramaniam Sr.Manager(Internal
Audit)
Al Reyami Interiors
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Document Control
Change Record1
Date Author Version
Change Reference
18-JAN-2011
Selvaraj.C 1.0 Initial Document
Reviewers
Name Position
Selvaraj.C Financial Functional Consultant-GODRakesh Radhakrishnan Project Manager-GODBalasubramaniam Sr.Manager (Internal Audit) - ARI
Distribution
CopyNo.
Name Location
1 Library Master Project Library
2 GOD Library Project Manager
Note to Holders:
If you receive an electronic copy of this document and print it out, pleasewrite your name on the equivalent of the cover page, for document controlpurposes.
If you receive a hard copy of this document, please write your name onthe front cover, for document control purposes.
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Preface
his document explains the process of Invoice Approval process in
Oracle Payables Module based on the requirement/issues raised
by the project stakeholders of Accounts Department at Al Reyami
Interiors(ARI), Dubai as part of Oracle Implementation Project.
Configuring/Setting up the system will be based on
recommendations/information mentioned in this document by the
consultants from Grand Online Development (GOD) along with the
recommendations/confirmation from the relevant stakeholders ofARI. The
more accurate, precise and complete the design, the better will be the
building, transition and data entry. All the information mentioned in this
document applies to ARI unless otherwise specified in a separate
paragraph.
T
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Process
Configurations
1. Setup the Business Group2. Setup the Finance Modules3. Create the Employees4. Designate the Preparer and approver (Assign the Supervisor)5. Create the Users and Assign the Responsibility6. Grant the Role7. Grand the Access from functional administrator8. Set the Profile option AME:Installed at the application level as Yes9. Setup the Invoice workflow
1. Select the Transaction type2. Define the Components
attributes
Conditions
Action Types
Approver Groups3. Define the approval rules
4. Test work bench10. Enable the invoice workflow option in Payables options
Transactions
1. Enter the invoice (By accountant), by giving the Requester name2. Validate the invoice3. Send it for approval4. Approver will review and approve it
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In Detailed
1. Setup the Business Group
2. Setup the Finance Modules
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3. Create the Employees - Supervisor
Accountant
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4. Assign the supervisor
5. Create the users, assign the Employee and Responsibility
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6. Grant the Role
Login with Sysadmin
Responsibility = User Management
Enter the user NAME: Senthil
Click Assign Role
Change from Roles and responsibilities to Role
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7. Grant the access from functional administrator
Change the Responsibility to Functional Administrator
Click Create
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8. Set the Profile options @ the Application Level
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9. Setup the Invoice workflow
1. Select the transaction type
Resp: Approvals management Business Analyst
2. Components
a. Attributes Existing can be usedb. Conditions
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c. Action types
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D.Approver Group
3. Approval Rule
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4. Run Test
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10.Setup the Invoice approval workflow option at Payable options window
Transactions
Need to select the Requester by selecting Show field, and select the requester
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Open and Closed Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility
TargetDate
ImpactDate
Closed Issues
ID Issue Resolution Responsibil
ity
Target
Date
Impact Date
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