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Updated Workflow Transaction with Workflow Rules Report

Discover the benefits of the updated workflow transaction with workflow rules report. Streamline your processes and improve efficiency!

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Updated-Workflow-Transaction- with-Workflow-Rules-Report
August 21, 2023

Updated Workflow Transaction with Workflow Rules Report

There is a unified dashboard called the Workflow Transaction Console that is utilized to oversee and address workflow tasks for various transactions such as Invoice, Expenses, and Journal Approval processes. This console serves as a proactive tool for tracking and resolving any workflow-related errors. Several financial workflows are provided as illustrative examples.

  • Invoice Approval
  • Expense Approval
  • Journal Approval
  • Invoice Hold Resolution

When this feature is turned on, even when a transaction’s approval request is denied, users will still be able to observe the following transaction statuses.

The following status is shown for transactions where the approval procedure was unsuccessful if the feature is disabled.

 

Functionality of Transaction Console

The Transaction Console boasts various functionalities:

  • Provides easy access to real-time status updates of all workflow tasks.
  • This feature offers comprehensive information about each task, including a filtering option that allows you to easily check the status of different processes, along with the process name, submission date, and the person who submitted it.
transaction_console_all

Fig.1.1: Transaction Console All

 

  • Looking for the unsuccessful tasks
  • Pick a failed payment workflow that needs to have the task reviewed.

 

transaction_console_failed_projects

Fig.1.2: Transaction Console Failed Projects

 

  • Examine the problem description.
  • Examine the problem for which it provides a description.

 

transaction_detail

Fig.2.1: Transaction Detail

 

  • Take the proper action regarding a task. Use user-defined criteria to search for tasks.
  • The description and solution of the problem inform the course of action. For instance, after a rule has been completed, you can reclaim a task.
  • Recover a Failed Task Following Rule Correction

 

recover_transaction

Fig.2.2 Recover Transaction

 

  • Download the retrieved task to a spreadsheet with search results.

 

download_transaction

Fig.2.3: Download Transaction

 

Financial Workflow Rules Report

  • Workflow Rules Report to examine the financial workflow rules set up in Oracle Business Process Management (BPM). The conditions and routes for each rule’s approval are detailed in this report.
  • This report can be used by workflow administrators to confirm that any rules set or changed in Oracle Business Process Management (BPM) are adhered to Invoice Acceptance.

 

To submit this report:

  • Navigate to the Schedule Processes page.
  • Select New Process Schedule.
  • Find the Workflow Rules Report by searching for it.
  • Choose the necessary workflow from the Workflow list.
  • Click “Submit.”

 

Workflow Rules Report

Configuration Report: Information on various Task, Stage, Participant, and Ruleset concerns is provided in the Configuration Report. It separates into components and incorrect configuration, where it distinguishes between distinct tasks and offers comparable advice.

Configuration Report in Spreadsheet Format:

workflow_rules

Fig.3.1: Workflow Rules

 

  • The report output is available in XML and spreadsheet formats.
  • Report Output in spreadsheet format

 

invoice_approval_rules

Fig.3.2: Invoice Approval_Rules

 

  • Rules Report – The rules report includes details about each rule’s name, active status, priority, mode, and conditions.

 

Roles and Privileges

  • The ESS scheduling process allows users with the Financial Application Administrator role to submit this report.
  • Workflow Rules for Manage Financial Applications (FUN_MANAGE_FINANCIAL_APPLICATIONS_WORKFLOW_RULES_PRIV)

 

Tips and Considerations

Enable the transaction security feature by following these steps to limit the Workflow Transaction Console’s display of tasks to those with a financial component:

  • Select Manage Enterprise HCM Information under Navigator > Setup and Maintenance.
  • Select Correct under Edit.
  • Choose Enable Transaction Security under the Transaction Console Information section.

 

Business Benefits

  • The newly introduced feature empowers administrators to recover failed transactions by providing comprehensive end-to-end details in a spreadsheet, enabling them to initiate the necessary process with the required modifications.
  • The Workflow rules report facilitates a downloadable, detailed view of rules for enhanced visibility and analysis.

 

Author: Manojkrishnan Kumaraswamy, Oracle ERP Cloud Consultant

Oracle ERP Cloud

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