Workflow Rules Report

Overview

You can now use the Workflow Rules Report to view and validate the workflow rules configured in Oracle Business Process Management (BPM) for the following financial workflows.

Automatic or Manual Credit Request Processing
Bank Account Transfer Approval
Bankruptcy Request Approval
Cash Advance Approval
Credit Request Approval
Credit Request Approval Postprocessing Action
Delegation of Corporate Card Transactions for Inactive Employees
Expense Report Approval
Hold Resolution
Incomplete Invoice Hold
Intercompany Transaction Approval
Intercompany Transaction Distribution Entry
Invoice Account Coding
Invoice Approval
Journal Approval
Manually Entered Credit Request Completion
Payment Approval
Spend Authorization Approval

You can view the report output in both spreadsheet and XML format.

Key Insights

You can use the report to validate the workflow rules configured in Oracle Business Process Management (BPM) to meet recommended best practices. Wherever the rules deviate from best practices, you can use the suggested recommendations to make the necessary corrections.

You can also use this report to obtain details of the stage, participant, rule status, rule conditions, and approval routing for each rule.

Report Parameters

Parameter	Description
Workflow	You can select the workflow for which you want to review the workflow rules.

Frequently Asked Questions

FAQ	Answer
How do I find this report?	Schedule and run this report from the Scheduled Processes work area on the Navigator menu.
Who uses this report?	Workflow Rules Administrator
When do I use this report?	Use this report to review existing workflow rules defined in BPM.
What type of a report is this?	Spreadsheet, XML