AP invoice Approvals

Question

Hi,
Our instance is not enabled the invoice approval process, can anyone let us know how to (steps) enable it and what are the pre-requisites.
Version is 11.5.8 (11i)
Thanks.
Edited by: Nilaksha on Jun 17, 2009 3:31 PM

Answer 1

Hi,
This is a pretty technical with login to sysadmin user required. Anyway, I will list down the steps to be followed. I have faced this issue earlier in the same version as 11.5.8. Hence this solution should work.
Steps to be followed.
(01). Change Responsibility to Payables
(02). Check Use Invoice approval Workflow in the Invoice tab of Payables Options.
(03). Create invoice with exactly the same condition as tested in OAM, with choosing requestor name. It shows a status of required.
(04). Validate the invoice
(05). Create Accounting entries for Invoice
(06). Initiate Approval Process
(07). Click on Tools -> View Invoice Approval history
(08). You can check in action, it should be future.
(09). Switch Responsibility to Workflow Administrator Web Applications thru sysadmin signon.
(10). Select Event Queue Summary.
(11). Choose WF_DEFFERED queue with ready status.
(12). Invoice should visible in the queue with ready status
(13). Switch Responsibility to System Administrator thru sysadmin signon
(14). For 11.5.8 Run Workflow Agent Listener for WF_DEFFERED Queue thru sys admin responsibility’s concurrent request.
Note: For 11.5.9 version Create listener for WF_DEFFERED queue using Check Event Manager Setup option from the main Workflow menu. Enter the time when you want to run it.
(15). Again Switch Responsibility to Workflow Administrator Web Applications thru sysadmin signon.
(16). Select Event Queue Summary.
(17). Choose WF_DEFFERED queue with processed status.
(18). Invoice should visible in the queue with processed status
(19). Logon thru the workflow approver’s login and check the person has received the notification to approve the invoice.
(20). Approve the invoice
(21). If the invoice is set to follow in a approval hierarchy of approvers as per the set approval group, then check thru next approver’s login. If the person has received the notification and approves the same, then it notification will flow to next approver till it gets finally approved.
(22). Change Responsibility to Payables
(23). Query for the invoice
(24). The Approval status should be Approved.
(25). Click on Tools -> View Invoice Approval history
(26). You can check in action, it should be Approved with Date, Amount reviewed and approvers comments.
Please let me know if your problem is solved following this solution.
Regards.
Edited by: Phani.Ch on Jun 24, 2009 11:59 PM
Edited by: Phani.Ch on Jun 25, 2009 12:00 AM
Please take DBA/System Admin help when you use sysadmin login.