1. Using Payables Invoice to Pay
  2. Configure Routing Rules

Configure Routing Rules

You can set routing rules for incomplete invoice.

An incomplete invoice is one created from an invoice document that has invalid or missing data. By default, all users with the Accounts Payable Specialist and Accounts Payable Supervisor job roles receive incomplete invoices routed to them for review and completion. For AP Supervisor and AP Manager roles, these incomplete invoices appear in the Scanned Information tile, grouped by creation date.

If you need to route incomplete invoices based on other rules, you can modify the routing rule or add new routing rules. You can use the Approval Management extensions (AMX) of the Oracle SOA Suite and Oracle Human Workflow to add new rules. The Oracle Business Process Management (BPM) Worklist application provides the interface to administer the rules for users with Financial Application Administrator job roles.

Here's what you do to configure rules.

  1. Click the Notifications icon (bell icon) from the landing page.
  2. This opens the Notification Worklist. Click Show All.
  3. Click Notifications.
  4. From the BPM worklist, click on the drop-down button next to your user name.
  5. Select Administration from the drop-down list.
  6. Select the Task Configuration tab. Enter Incomplete in the Search field and click the Run icon to initiate the search.
  7. Open the FinApincompleteInvoiceHold workflow with a double-click.

Predefined Incomplete Invoice Routing Rule

The FinApIncompleteInvoiceHold task includes a rule set called IncompleteInvoiceRuleSet. This rule set includes a rule called JobRoleAssignmentRule. It routes incomplete invoices to users with the Accounts Payable Specialist and Accounts Payable Supervisor job roles. The following table lists the predefined settings for the rule JobRoleAssignmentRule.

Field Value Description

Condition

1 is 1

Select this on the condition browser to use other invoice attributes.

List Builder

Resource

Determines the resource for invoice routing.

Response Type

Required

Indicates that the routing notification requires a response.

Participants

Groups:

  • AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB

  • AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB

Identifies the participant for invoice routing.

Rule Name

JobRoleAssignmentRule

Identifies the approval reason to display in the approval history diagram.