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:
-
Start a search in the IF section of the rule. The Condition Browser opens.
-
Select the attribute to use in the condition.