Configure Workflow Approvals and Notifications

The BPM Worklist enables you to configure program approvals, manual adjustment approvals for customer programs, and claim approvals through a set of workflows.

Here are some examples of what you can do to configure workflow tasks, including notifications:

Set how many levels of approval are needed for transactions over a particular amount
Define the assignees based on the following hierarchies:
- Supervisory hierarchy: Use this to create approval rules based on the supervisor hierarchy in Oracle Human Capital Management Cloud. The approval process ascends the defined supervisor hierarchy.
- Position hierarchy: Use this to create approval rules based on the position hierarchy in Oracle Human Capital Management Cloud. The approval process ascends the defined position hierarchy, starting at the position level specified in the approval rule, and continuing until a sufficient position is found, based on other conditions in the rule.
Reviewers can view the comments from the submitter in the approval notification.
Create approval groups so that the workflow task can be assigned to the set of users in the group instead of an individual user
Control when to send notifications to users involved with the task
Disable or enable in-app or email notifications, or both

Here's a summary of the configuration tasks:

Sign in as a supply chain administrator.
Opt into the Approve Customer Programs with BPM Workflow to use the BPM Workflow feature to approve programs.
Opt into the Approve Customer Manual Adjustments with BPM Wrokflow to use the BPM Workflow feature to approve manual adjustments for customer programs. Manual adjustments are supported for customer promotion, co-op, and lump sum programs.
Opt into the Approve Customer Claims with BPM Workflow feature to use the BPM Workflow feature to approve customer claims.
To access the BPM Worklist, run the Manage Task Configurations for Supply Chain Management task in the Customers functional area as follows:
- For program approvals, search for the ChannelCustomerProgramsApprovalTask.
- For manual adjustments, search for the ChannelCustomerManualAdjustmentsApprovalTask.
- For customer claims approvals, search for the ChannelCustomerClaimsApprovalTask.

Update the workflow tasks by including details of deadlines and escalation policy.
Select the notification type and provide additional details to configure the notification.
Create approval groups that include a predefined set of users configured to act on the notification.
Create approval rules that include conditions for approval.