Routing Incomplete Invoices

An incomplete invoice is an invoice created from an image that has invalid or missing information. Users with the Edit Payables Invoice (AP_EDIT_PAYABLES_INVOICE_PRIV) or Create Payables Invoice (AP_CREATE_PAYABLES_INVOICE_PRIV) privileges automatically receive the incomplete invoices for review and completion.

Routing Rule Administration

You can modify the predefined routing rule using the Approval Management extensions of the Oracle SOA Suite and Oracle Human Workflow. The Oracle Business Process Management (BPM) Worklist application provides the UI to administer the rule.

Users with the Manage Financial Applications Workflow Rules (FUN_MANAGE_FINANCIAL_APPLICATIONS_WORKFLOW_RULES_PRIV) privilege can access the rules in the BPM Worklist application. To navigate to the BPM Worklist application, use the Manage Task Configurations for Financials task. The name of the predefined task that assigns and routes incomplete invoices is FinAPIncompleteInvoiceHold.

Tasks

The following table lists the predefined settings for the FinAPIncompleteInvoiceHold task.

Field	Setting
Task Aggregation	Once per stage
On Error Notify	Not applicable
Allow all participants to invite other participants	Not enabled
Allow participants to edit future participants	Not enabled
Allow initiator to add participants	Not enabled
Enable automatic claim	Enabled
Complete task when participant chooses	Not enabled
Enable early completion of parallel subtasks	Not enabled
Complete parent tasks of early completing subtasks	Not enabled
Expiration and Escalation Policy	Never Expire
Reminders	No reminders

Rule Sets and Rules

The FinAPIncompleteInvoiceHold task has a rule set, which is a collection of rules, called IncompleteInvoiceRuleSet. This rule set has a rule called JobRoleAssignmentRule. Rules consist of IF and THEN components. The IF component specifies the conditions that determine when to apply the rule. The THEN component specifies what happens on meeting the conditions.

The following table lists the predefined settings for the JobRoleAssignmentRule rule.

Field	Value	Description
Condition	FinAPHoldApprovalPayloadType.holdName is "Incomplete Invoice"	Activates the rule when the invoice has an incomplete hold. To use other invoice attributes, select from the condition browser window.
List Builder	Resource	Determines the resource that receives the invoice.
Response Type	Required	Indicates that the routing notification requires a response.
Participants	Users: null, Groups: "AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB, AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB", Application Role: null	Identifies the participant who receives the invoice.
Rule Name	"JobRoleAssignmentRule"	Identifies the approval reason to display in the approval history diagram.

Rule Conditions

You can use the available invoice header, line, and distribution attributes in the routing rule condition.

To edit the rule condition:

1. Start a search in the IF section of the rule. The Condition Browser opens.

2. Select the attribute to use in the condition.