1. Implementing Manufacturing and Supply Chain Materials Management
  2. Define Approval Rules

Define Approval Rules

You can define approval rules for Oracle Fusion Cloud E-Signatures and E-Records.

To define approval rules for a transaction:

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Manufacturing and Supply Chain Materials Management

    • Select the Product Management offering, search for, and then click Manage Task Configurations for Supply Chain Management.

  2. The BPM Worklist page opens and displays the Task Configuration tab from where you can create or edit a rule.

  3. Search for and select the task applicable to your transaction and click Edit.

    Transaction

    Task

    Maintenance Exception Closure

    ExceptionsClosure

    Manufacturing Work Definition Management

    WorkDefinitionApproval

    Manufacturing Standard Operation Management

    StandardOperationApproval

    Miscellaneous Transaction

    MtlManagementEresInlineTask

    Orderless Transaction

    OrderlessTransactionApproval

    Production Exception Closure

    ExceptionsClosure

    Put Away

    MtlManagementEresInlineTask

    Quality Inspection Disposition

    QaResultsEresHumanTask

    Work Order Output Transaction

    WorkOrderOutputTransaction

    Receipt

    MtlManagementEresInlineTask

    Receiving Transaction Correction

    MtlManagementEresInlineTask

    Ship Confirm

    MtlManagementEresInlineTask

    Work Order Material Transaction

    WorkOrderMaterialTransactionApproval

    Work Order Operation Transaction

    WorkOrderOperationTransactionApproval
    Manufacturing Work Order Approval WorkOrderDeferredApproval
    Maintenance Work Order Approval WorkOrderDeferredApproval

  4. Click the Assignees tab and then click the Go to Rule icon for the participant type you want.

  5. Select a condition attribute and then any payload that you want to use.

You can use one or more of the attributes in the task payload to define rules to get approvers for the transactions as show in the following example

Attribute

Description

Organization Code

The code of the inventory organization where the transaction is created.

Product Code

An attribute, the internal code of the product:

INV: Inventory
WSH: Shipping
RCV: Receiving

Transaction Type

The inventory transaction type.

The values for the different inventory transaction types are:

  • SHIP_CONFIRM: Ship Confirm

  • RECEIPT: Receipt

  • PUTAWAY: Put Away

  • CORRECT: Receiving Transaction Correction

  • MISC_TXN: Miscellaneous Receipt, Miscellaneous Issue, Account Alias Receipt, and Account Alias Issue Transaction

MISC_TXN is applicable for all the transactions initiated from the Create Miscellaneous Transaction page.

You can't configure an approval rule specific to a particular miscellaneous transaction type such as Account Alias Issue Transaction. After you configure an approval rule for miscellaneous transactions, the configuration applies to all the transaction types that you create on the Create Miscellaneous Transaction page.

Work Order Number

The manufacturing work order number where the work order transaction is created.

Inspection Type

The Inspection Type.

Valid values are:

  • INVENTORY

  • RECEIVING

  • RESOURCE

  • WORK_IN_PROGRESS