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Scenario:AP invoice should go to approval to Test_Test user if

Amount is > 1000

29-March-2018
Version 1.0

29-MAR-2018 | Copyright © 2015 Tata Consultancy Services Limited

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Document Control

Document Owner
Name Title
Revathi Gadde Mrs.

Document Approvals
Name Title Signature Date Version
Sridhar Machha Customer 29-Mar-2018 V1.0

Veeramani Iyer Mentor 29-Mar-2018 V1.0

Change History
Name Change Overview Date Version
Sai Word document replaced with ppt 29-Mar-2018 V1.0

Document Distribution
Name Title Date Version
<Stakeholder’s Name> <Stakeholder’s Title> <MM/DD/YYYY> <Vx.x>

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 Business Scenario

Scenario 6: Create Manual receipt and apply with the transaction, complete the accounting and transfer to GL.

Manage Receivables system options

Manage Transaction Types
Manage transactions sources
Manage Auto accounting rule
Manage Remit Address
Manage Receivables Activities
Manage receipts Class and Method
Create Customer
Manage Accounting Periods

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CREATE APPROVAL MANAGEMENT IN FUSION (BPM)
Sign in to the BPM Worklist application using the Functional Setup Manager task Manage Task Configuration
for Financials. The BPM Worklist application home page opens

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AP Invoice approvals-BPM
Navigation: Administration>Task Configuration>FinApInvoice Approval>Invoice Approvers

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 Contd..

Go to the rules configuration page by clicking the Blue Icon

Click the + icon to add the rule.

Steps for creating the rule for routing invoices having an invoice amount greater than 1000 to the requester:

Enter the rule name and description as required.

Define the condition as Invoice Header. Invoice Amount more than 1000. You can select the invoice amount
field using the Condition

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Contd..

Add another condition by selecting the + simple test action from the dropdown menu.

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 Contd..
Add the second condition to specify the invoice type as “Standard”

In the THEN part of the rule, select the Resource list builder by navigating to Add Action -> Add Approver ->
Resource.

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 Contd..

Select the invoice requester attribute in the User field as “Task.payload.invoiceRequestor”.

Enter null in the Groups and Application Role fields.

Now validate the rule using the Validate button at the top left-hand corner
Click the Save near the top left of the screen to save the rule.
Click the Commit near the top left of the screen next to the save icon, to complete the rule
configuration

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Thank You

Copyright © 2013 Tata Consultancy Services Limited

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