Overview of Financials Configurable Workflow Notifications

The Financial applications, as part of certain business flows, automatically send notifications for review or approval. For example, when a user submits an expense report, the approvers receive an email containing the approval request.

In addition to getting notifications in email, users can also view in-app notifications, for example, by:

• Clicking the Notifications icon in the global header and opening a notification

• Going to the Worklist: Notifications and Approvals work area and opening a notification

• Clicking the In-App Notification link at the end of an email notification

Oracle Analytics Publisher reports generate the notification content and format for some flows. You can enable Analytics Publisher-based notifications, which are ready to use as delivered. You can easily configure the notification templates to meet other specific requirements. If required, you can change the delivered template layouts and content, to add images, change colors and styling, add or remove attributes or modify text.

This table shows the product that has configurable notifications, along with its associated feature. You can configure only the email notifications.

Product	Feature Name	Report or Notification Name	Workflow Task Name
Bill Management	User Registrations Notifications	Registration Confirmation New Account Registration Confirmation Account Access Revocation Notification Access Revocation Notification	N/A

This table shows the products that have configurable notifications, along with their associated features, and workflow task names. You can configure both the email and in-app notifications for these workflow tasks.

Product	Feature Name	Report or Notification Name	Workflow Task Name
Advanced Collections	Configurable Collections Bankruptcy Workflow Notification	Bankruptcy Notification	BankruptcyApproval
Advanced Collections	Configurable Collections Activity Management Notification	Collections Activity Management	ActivityManagement
Budgetary Control	Configurable Budgetary Control Override Workflow Notifications	Budget Override Request Notification Budget	OverrideNotificationFyi
Budgetary Control	Configurable Budgetary Control Override Workflow Notifications	Override Taken Notification	OverrideNotificationFyi
Cash Management	Configurable Cash Management Workflow Notifications	Bank Transfer Approval Notification	BankAcctTransferRequestForAction
Expenses	Expense Report Approval Notifications	Expense Report Approval Notification	FinExmWorkflowExpenseApproval
Expenses	Expense Reimbursement Notifications	Reimbursement Paid to Card Issuer Notification Reimbursement Paid by Check Notification Reimbursement Paid by Direct Deposit Notification	FinExmReimToCardIssuerFyi FinExmReimToEmpByCheckFyiFin ExmReimToEmpByDepositFyi
Expenses	Expense Audit and Receipt Management Notifications	Expense Report Adjusted by Auditor Notification Expense Report Rejected by Auditor Notification Pending Payment with Warnings Notification Expense Report Returned by Auditor Notification Short-Paid Report with Receipt Issue Notification Short-Paid Report with Noncompliance Notification	FinExmExpenseAuditFyi FinExmExpenseAuditFyi FinExmExpenseAuditFyi FinExmReceiptManagementFyi FinExmReportShortpaidReceiptIssue FinExmReportShortpaidPolicyIssue
Expenses	Cash Advance Notifications	Cash Advances Approval Notification	FinExmWorkflowCashAdvanceApproval
Expenses	Expense Audit and Receipt Management Notifications	Payment is Held Notification	FinExmReceiptManagementFyi
Expenses	Expense Audit and Receipt Management Notifications	Payment is Released Notification	FinExmReceiptManagementFyi
Expenses	Expense Reimbursement Notifications	Reimbursement Has Been Paid to Employer Notification	FinExmReimToEmpByCheckFyi
Expenses	Expense Audit and Receipt Management Notifications	Mileage Adjustment Notification	ExpenseAuditMileageAdjustmentFyi
Expenses	Expense Audit and Receipt Management Notifications	Missing Receipt Declaration is Required Notification	FinExmReceiptManagementFyi
Expenses	Cash Advances Notifications	Overdue Cash Advance Notification	FinExmWorkflowOverdueNotification
Expenses	Cash Advances Notifications	Cash Advances Automatically Applied Notification	FinExmWorkflowCashAdvanceAutoAppliedFyi
Expenses	Expense Audit and Receipt Management Notifications	Inactive Employee's Outstanding Transactions Notification	FinExmInactiveEmployeeSubmitExpenseFyi
Expenses	Expense Audit and Receipt Management Notifications	Inactive Employee-Accept Responsibility Notification	FinExmInactiveEmployeeAcceptResp
General Ledger	Configurable Journal Workflow Notifications	Journal Approval Report	FinGlJournalApproval
Intercompany	Configurable Intercompany Workflow Notifications	Intercompany Transaction Approval Notification Intercompany Enter Receiver Distribution Notification	FinFunTransactionApproval for Intercompany Transaction Approval Notification FinFunEnterDistRequestForAction for Intercompany Enter Receiver Distribution Notification
Payables	Configurable Invoice Approval Email Notifications Configurable Invoice Approval In-App Notifications	Invoice Approval Report	FinApInvoiceApproval
Payables	Configurable Hold Resolution Email Notifications Configurable Hold Resolution In-App Notifications	Hold Resolution Notification	FinApHoldApproval
Payables	Configurable Payment Approval Email Notifications Configurable Payment Approval In-App Notifications	Payment Approval Notification	PaymentApproval
Payables	Invoice Account Coding Notifications	Invoice Account Coding Email Notification	FinApInvoiceAccountCoding
Receivables	Configurable Credit Memo Request Approval Workflow Notification	Manual Credit Memo Request Notification	FinArTrxnsCreditMemosCreationPostProcessing
Receivables	Configurable Receivables Credit Memo Request Manual Entry Workflow Notification	Credit Memo Request Manual Entry Notification	FinArTrxnsCreditMemosManualEntryRequestForAction

Note: If you have configured a user preferred time zone for any of the above notifications with date attributes,then those dates are displayed in USPT. This applies only to specific dates such as submission dates. By default, notifications with date attributes are displayed in UTC.

Process Overview

Generating configurable notifications through Analytics Publisher involves various types of objects in the BI catalog, including data models, subtemplates, style templates, and reports. Reports pull data from data models and generate notifications in an HTML format. The report layout templates use common table and paragraph styles and refer to a central subtemplate that contains reusable notification components.

This figure shows how these BI objects work together to generate the notification content.

• Data Sources: Store the attributes and attribute values for business objects and transactions in the application (example of data sources being transaction tables)

• Data Model: Determines which attributes from data sources that you can include in the notification and how to retrieve that data.

• Subtemplate: Provides common components, such as a branding logo and buttons that you can reuse in multiple reports.

• Style Template: Provides styles such as the type of lines and fonts to use in tables, or the font type, size, and color to use for headings

• Report: Contains a layout template that determines:

  • Which attributes appear in the notification, from the data model used for the report

  • What the notification looks like, using components from the subtemplate and styles from the style template of the report

• HTML: Format of the output generated by the report

• Email Notification: Has the HTML output embedded in the email body

• In-App Notification: Has the HTML output embedded in the application UI

Each workflow task with configurable notifications has a corresponding predefined report in the BI catalog. For example, the Invoice Approval report contains the Invoice Approval Notifications report layout template and uses the Invoice Approval Data Model.

Notification Modifications

After you enable configurable workflow notifications, the predefined reports and related objects in the BI catalog start working. The report-based notifications provide the same information as the standard notifications. In addition, mobile devices use an optimized format of report-based notifications. If you need to modify the notifications, you can edit copies of the predefined reports, data models, and subtemplate. However, you can't change the style template. You proceed as you would edit any report, data model, or subtemplate in the catalog, for example:

1. Find a predefined report for expense approval in the BI catalog.

2. Use the Customize option to create a copy, or copy the report and paste it within the Custom folder.

3. Edit the copied report layout template.

Before modifying configurable notifications, Oracle recommends that you familiarize yourself with Analytics Publisher in general. This improves your ability to format your notifications to meet your business requirements.

Analytics Publisher-based notifications let you do the following.

• Use only the Template Builder for Word add-in to edit the .rtf template in Microsoft Word. This works better than using the layout editor or other tools available for creating and editing report layout.

• Edit a copy of predefined layout templates, rather than creating reports or layout templates.

  Note:

  For more information, see Configurable Workflow Notifications: Implementation Considerations (2215570.1) on My Oracle Support at https://support.oracle.com.