Party wise approval rule report provides summary of approval rules set for a party. Approval rule maintenance is used to configure the conditions that define an approval flow. Administrator has to provide a party ID for which the Party wise Approval Rule Report is to be generated.
Further, user has to select a format in which the report needs to be generated.
How to reach here:
Administration Dashboard > Toggle menu > Reports > Report Generation
To generate the party user wise approval rule report:
Field Name |
Description |
---|---|
Report |
The type of report to be generated. |
Report Format |
The format in which report is to be generated. The options with Oracle Business Intelligence (BI) Publisher are:
The options with Internal Reporting Application are:
|
Frequency |
The frequency at which the reports are generated. The options are:
|
Party ID |
The Id of party for whom the report is to be generated. |
Note: You can also download the requested report from Administration Dashboard > Report > My Reports .
For reference, a specimen of the report generated is given below:
Field Name |
Description |
---|---|
Report Parameters |
|
Party ID |
The Id of party for whom the report is to be generated. |
Party Name |
The name of the party for whom the report is to be generated. |
Rule Type |
Transaction rule type. The transaction rule type could be:
|
Rule Code |
Name of the group. |
Rule Description |
Description of the group. |
Initiator Type |
User name of the workflow. |
Transactions |
Type of transactions. |
Accounts |
Type of accounts. |
Approval Required |
Whether approval is required. |
Workflow |
Report creation date and time. |