Self Approving Journal

We setup journal approval by enabling journal approval at ledger level and by entering employees information and approval limits. I have seen in few cases where a person is able to self-approve his journal while in other cases the approval request is sent to his supervisor (as defined in the employees window). How do we control if system will let you self-approve or if system will sent the approval request to your manager. Thanks.

Hi
1) This is achieved by setting the profile option "Journals: Allow Preparer Approval" to Yes.
This means that preparers are allowed to approve journal batches that fall within their authorization limit.
2) Then the authorization limit must be set accordingly for the users.
Navigation: General Ledger : Setup : Employees: Limits.
Please note that the profile effects all the users, so the Limits make the difference for controlling the approvals.
If the above profile option is set to NO, than the preparer himself is not allowed to approve his own journal and hence the journal gets routed through the supervisor.
The routing of the journal through supervisor is controlled by the journal approval methods selected i.e. One Stop than go direct, Go up Management chain, and Go Direct.
Hope this helps.
Thanks
Manish Jain.

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Oracle Internet Expenses getting self approved

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We have implemented Internet expense in our instance but after a major patching , all the Expense Reports are getting self approved.
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I have checked the AME Installed Flag profile option and that seems to be correct.
Thanks,

Please see if (What approval methods are available for use with Internet Expenses? [ID 1228281.1]) helps.
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Cannot Approve Journal Batch (Button grayed out in More Actions screen)

Cannot Approve Journal Batch (Button grayed out in More Actions screen)
The Journal Batch Approval notification goes to one or more approvers but when any approver opens the journal and tries to approve, the approve batch button is greyed out and nobody can approve the Journal batch. The approver has every authority amount and other wise.
Any idea what might be wrong? Do I need to setup something in Preference pages etc.,?
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[email protected]

Are you looking at the Workflow Notifications page or GL page. Please give me the navigation used to reach the page. Typically in workflow notification details page, the Response buttons are either displayed or hidden based on whether the notification has a Result Type attached or not. I don't think they are greyed out based on any rule.
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Official Self approval process in CfTE

Issue:
Cost center Owner is submitting the Expense report and you have to restrict
him from approving his own Expense report.
Conclusion:
There is a scoping question in BC to allow or switch off Self-approval.
If Self approval is switched off then the approver receives the approval task in his Inbox but cannot approve,a self -approval error message prevents him.In this case he has to manually forward the task to another user.This is the Official Self approval Prevention solution for SAP Cloud for Travel.
Sincerely,
Manasa

Task assignment in SOA are done via human task assignment i.e. the .task component in BPEL. Now this task assignment can use various features to compute whom to assign the task to.
1. Static: This is when you specify the group name or the user name directly into the task.
2. Dynamic : This is when you assign the approver to be a variable and in your SOA workflow before task assignment you assign value to this variable.
3. External Routing: This is when you assign a java code inside the .task to do all the assignment and escalations. When using this you can have complex implementations done.
What I meant by looping is that you will need to call this .task two times, first time of the first approver and second time (if the first approves it) for the second approver. Thus when you are inside the loop you need to get the appropriate value from the payload (payload is sent from OIM to SOA when you submit/approve the request) and set it into the appropriate variable so that .task reads that variable and assigns the task to that person.
I would recommend going through the BPEL developers guide for better understanding. Start with a simple process and see how it behaves when it runs and then pile on top of it.
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Self approving travel expense on ESS/MSS

Hi ,
I am implementing travel expense module. We are also implementing ESS and MSS for TE. Workflows are being used to send aprovel request to managers.
I want to know if some one has implemented a check for self approval. i.e do any one know how to check and restrict self approval?
If a manager creates a expense claim and it comes on his universal work list because of some wrong work flow or substitution then how can we restrict him from approving?
Can this be done by authorisations? or by using a badi or user exit?
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You can handle this thing in two ways.....................
1> We can always check that if the employee and approver are same then ...workflow should not allow person to approve travel expenses.We can use the exculded agents function while specfying our agent in workflow task.
i.e if travel expense approver is person having sap id
test01
and employee who creates trip is also
test01
.Then above functionality won't allow person to approve his own trip.
2. In case of substitutions we have to use badi to restrict this stuff.
As per standard SAP UWL functionality you can delegate/substitute anyone in Organization. If you want using BADI WF_SUBSTITUTE can restrict user which can come in search for delegation/substitution as per your requirement.
Please refer SAP Note 977069 - Substitute API: Providing the BAdI WF_SUBSTITUTE.

No detail when approving Journal via Notifications Window

Hello,
User approving Journal Entry via Notifications Window can not see the Journal Detail. His responsibility has Journals / Post and Inquiry / Journal. Is the Journals / Entry access needed to be able to see the Journal Detail?
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Syvelle

Hi,
What is the application release?
Please see these documents.
Note: 197658.1 - 11i - Workflow 2.6 - Unable To Drill Down To Journal Details Through Email Notification
Note: 737062.1 - R12: Journal Approval Notification Not Giving Journal Details Or Journal Icon
Note: 294738.1 - The Journal Approver Cannot See The Batch Total Or Details
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Hussein

AP Invoice Workflow through AME: how to setup requesters can approve their own Invoices -Self approval

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I have a requirement Where Requesters should approve their own invoices without supervisors intervention in approvals through Approval Management Engine (AME), how can i achieved this.
I am using:
RDBMS : 11.1.0.7.0
Oracle Applications : 12.1.3
Please guide me through this.
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Please refer to the following docs.
What are the Setups To Accomplish Self Approval When Integrated with Approvals Management Engine (AME) and Oracle Procurement? [ID 554223.1]
Master Reference For AME Based Requisition Approval In R12 [ID 1207863.1]
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Hussein

Define if users or functional owner can self-approve their own requests-OIM

I have a scenario where in if a user replaces his manager as proxy and makes a request for a resource, the approval task triggered goes to the user itself and the user can approve it. I want to deactivate this functionality.
I was told that since BP12 has been applied, OIM allows us to define if users or functional owner can self-approve their own requests. Is this possible and if yes then how to go about it??
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Per BP11 for OIM 10g documentation:
9649346 A user could approve or update the user's own request. This feature could not be disabled. From this release onward, this feature can be enabled or disabled depending on your requirement. See Section 3.10, "Using the XL.AllowBeneficiaryToApprove System Property" for information about implementing the fix for this item.>
There is also this in BP11:
9271449 Requesters could reassign approval tasks to themselves. See Section 3.9, "Using the XL.RequesterCanBeApprover System Property" for information about implementing the fix for this item.>
System configuration variables in 10g are in the design console. In 11g, they are in the web console.
-Kevin

Workflow Self Approval

Hi,
We have developed a workflow to approve Travel & Expense statements. We have a requirement to
stop self-approvals of the travel expenses.
Right now self approvals are possible when the approver sets the intiator as the Substitute.
Is there any way to stop self-approvals in this scenario?
Regards,
Bharath Mohan B

What Kiran tells can be one option but I am not sure it will work or not. I think you can restrict this by Authorization ideally or setting up substitute using substitute profile and classification.
Thanks
Arghadip

Posting of Approved Journals

Is there a way to automatically post all the aproved journals for a period without opening the HFM journal screen.
Its urgent

This is still a concept and I haven't actually tried it at all, but in theory you should be able to access the hyperion dll files from within the rules. Again in theory!
If you could actually get access to all the functions within the hsvJournals.dll(Forget the exact name of it) Then you could take advantage of the journal processing ability there to post the journals.
Issues with this idea:
1) I've never actually done anything like this and was asking the other day if it was even possible.
2) You'd have to be careful with when the posting occurred. I'd imagine it should be at <Entity Currency> and should only run once per entity then post all journals for that entity. If you're not careful, you could wind up with a loop where as soon as you finish your consolidation you've already impacted yourself, leading to double consolidations.
3)This will require a very high level of VB knowledge(more than typical rule writing).
Again, I can't say that this will even work, but if anything is going to let you do it, it's going to be something along these lines.

HFM Security Issue - User can submit a journal by by-passing the approval step even though they are not an admin.

Hi All,
I was wondering if anyone could help me with a HFM security issue on HFM 11.1.2.3 we are facing please?
The problem is that a user can by-pass the journal approval stage and post directly after submitting if Custom4 access control=All is selected.
If any of the other access controls (None, Read, Promote) for custom 4 are selected, the first two steps of the process are possible -
input and approval of the journal are possible but final posting of the journal is not and returns an error that says:
"User does not have the access right to perform this journal task"
The options I have thought for a workaround are as follows:
1.       1. Set up a 3rd user called data poster and remove submit journal role from user 1 (data inputter)
2.       2. Put in place process control and use the various review levels (could be quite time consuming given there is no time left for development)
Have anyone experienced this before and come up with a quick way of resolving this please? It would be very much appreciated.
We have two types of users who are associated with groups in HFM and have the appropriate roles assigned to them to complete their tasks,
they are:
1. A data Inputter (who inputs base data and journals, who has access to create and submit journals)
2.   2. A data reviewer (who approves journals)
The process is as follows:
1.       1. Logon as Data inputter to submit the journals
2.       2. Logon as Data reviewer to approve the journals
3.       3. Logon as Data inputter to post the Journals
We are using the custom 4 member to identify different adjustment types. At the moment we are able to set it up in such a way whereby Steps 1 and 2 can be completed
but once it comes back to step 3, we get an error as follows:
"User does not have the access right to perform this journal task"
(This error comes about when the access control on custom 4 is set to None, Read, Promote)
Custom 4 Access Rights looks as follows:
C4_ADJ01
C4_ADJ02
C4_ADJ03
C4_ADJ04
HFMDefault
Read
Read
Read
Read
HFMLoad
All
Promote
None
Read
HFMReview
Read
All
All
All
When Custom 4=C4_ADJ01 all 3 steps can be completed but it by-passes step 2 (journal approval).
For all other Custom 4 we complete steps 1 and 2 successfully but not step 3 due to access issues.
Roles for the groups that users assigned look like the following:
Test User Name
Test User Name
Access Rights
1
Base Data input/Journal Data input
test_HFMLoad
Reviewer 1
Review Supervisor
Create Journals
Read Journals
Database Management
Enable write back in Web Grid
Load Excel Data
Generate Recurring
Post Journals
Create Unbalanced Journals
Manage Templates
Data Form Write Back from Excel
Consolidate
2
Data Reviewer
test_HFMReview
Reviewer 1
Review Supervisor
Create Journals
Read Journals
Database Management
Approve Journals
Consolidate
Reviewer 2
Generate Recurring
Manage Templates
Create Unbalanced Journals
Any help or advice would be much appreciated.
Thanks in advance,
M.

Hi All,
I was wondering if anyone could help me with a HFM security issue on HFM 11.1.2.3 we are facing please?
The problem is that a user can by-pass the journal approval stage and post directly after submitting if Custom4 access control=All is selected.
If any of the other access controls (None, Read, Promote) for custom 4 are selected, the first two steps of the process are possible -
input and approval of the journal are possible but final posting of the journal is not and returns an error that says:
"User does not have the access right to perform this journal task"
The options I have thought for a workaround are as follows:
1.       1. Set up a 3rd user called data poster and remove submit journal role from user 1 (data inputter)
2.       2. Put in place process control and use the various review levels (could be quite time consuming given there is no time left for development)
Have anyone experienced this before and come up with a quick way of resolving this please? It would be very much appreciated.
We have two types of users who are associated with groups in HFM and have the appropriate roles assigned to them to complete their tasks,
they are:
1. A data Inputter (who inputs base data and journals, who has access to create and submit journals)
2.   2. A data reviewer (who approves journals)
The process is as follows:
1.       1. Logon as Data inputter to submit the journals
2.       2. Logon as Data reviewer to approve the journals
3.       3. Logon as Data inputter to post the Journals
We are using the custom 4 member to identify different adjustment types. At the moment we are able to set it up in such a way whereby Steps 1 and 2 can be completed
but once it comes back to step 3, we get an error as follows:
"User does not have the access right to perform this journal task"
(This error comes about when the access control on custom 4 is set to None, Read, Promote)
Custom 4 Access Rights looks as follows:
C4_ADJ01
C4_ADJ02
C4_ADJ03
C4_ADJ04
HFMDefault
Read
Read
Read
Read
HFMLoad
All
Promote
None
Read
HFMReview
Read
All
All
All
When Custom 4=C4_ADJ01 all 3 steps can be completed but it by-passes step 2 (journal approval).
For all other Custom 4 we complete steps 1 and 2 successfully but not step 3 due to access issues.
Roles for the groups that users assigned look like the following:
Test User Name
Test User Name
Access Rights
1
Base Data input/Journal Data input
test_HFMLoad
Reviewer 1
Review Supervisor
Create Journals
Read Journals
Database Management
Enable write back in Web Grid
Load Excel Data
Generate Recurring
Post Journals
Create Unbalanced Journals
Manage Templates
Data Form Write Back from Excel
Consolidate
2
Data Reviewer
test_HFMReview
Reviewer 1
Review Supervisor
Create Journals
Read Journals
Database Management
Approve Journals
Consolidate
Reviewer 2
Generate Recurring
Manage Templates
Create Unbalanced Journals
Any help or advice would be much appreciated.
Thanks in advance,
M.

Unable to approve PO and Requisition.

Hi friends,
I am unable to approve purchase order.
I created hierarchy and did all the mandatory setup in Approval Hierarchy like Approval group, Approval Assignment, employee creation and assignment, fill hierarchy program etc.
But once the approver approve the PO, the status becomes Incomplete.
I tried alot but failed.
So, request to all please help me in this issue.
Regards,
Ranvijay

have you chekced the document type set and see whether or not self approval is allowed? Is the workflow creating the PO properly, ie is there any information missing?

Is there any way to restrict adding himself as a approver in scenarios?

Is there any way to restrict adding himself as a approver in scenarios?

No. Few users use scenario with self approval to load some basic data.

Trip Expense Approval

Hi
We have a requirement as follows :
1. Manager substitutes his secretary(who is one of his team member) for approval of work itmes through UWL.
When the secretary raises a trip expense request it comes to the manager as well as back to the secretary in UWL as the user is substitute for the manager .
In such a scenario Secretary is able to approve their own trip expense request.
Our requirement is that secretary(initiator) should not be able to approver their own trp expense requests.
Please suggest us how to implement this functionality (Badi / Workflow/ auhorizations)?
Thanks

try to use passive substitutions
o Active substitute ruling (for example, for absence due to
   vacations): In this case, the items belonging to the absent
   person are automatically assigned to the substitutes inbox (in
   addition to his own work items).
o Passive substitution (for example, for absence due to illness):
   the substitute must explicitly assume the substitution and can
   only view the items of the absent person in this mode.
You can have a check in BADI for self approval
check
http://help.sap.com/erp2005_ehp_04/helpdata/EN/46/db4302b5ee65dde1000000
0a155369/frameset.htm

OIM11g - Approval Workflow - Requester and Approver is same

Hi All,
I have a scenario where , requests are approved by a group. ( Resource Owners group).
and if anyone needs access to this resource, the members of the group will approve the requests.
What if any member of the "Resource Owners" groups raises a request on the same object ?? OIM functionally sends it to the group for approval, and it will become a self approval and is a conflict.
How to avoid this kind of scenarios.
Regards
Vicky
Edited by: vicky on Dec 7, 2011 5:18 AM

AFAIK I haven't seen any system property to stop this. SOA does not care about who the requester is and who are the approvers. The way Oracle has impletmented the identity service for OIM in SOA does not handle this. Seems there is no SOD checks. Open a SR which I believe should be taken as a ER.
Thus the workaround would be to get all the members of the approver group less the requester and assign to all the members. The member list should be comma seperated user ids.
HTH,
BB

Self Approving Journal

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