Oracle Setup Reused

Purpose

Knowing what Oracle setup is reused by the application. Learning how PROCESSIT adapts to the Oracle E-Business Suite settings.

Learn how PROCESSIT adopts the forwarding hierarchy and users set up in Oracle E-Business Suite.

Learning what periods, account codes, purchase orders etc that PROCESSIT reuses

Audience: PROCESSIT administrators and end-users requiring an in-depth understanding of application configuration.

Oracle Hierarchy and Approval Routing

Human Resources with purchasing

Share Job and Position, for example Job | Director | Position | Director of Development.

Approval Hierarch

Either position hierarchy or Employee/supervisor relationships.

Approval Routing

Either Direct method or Hierarchy method.

Approval Forwarding Method

To set the Invoice notification forward method configuration

Navigate to Document Types → and select a value for the field Forward Method.

Direct: Routes documents to the first employee with sufficient approval authority

Hierarchy: Routes documents to the next person in the approval hierarchy or reporting infrastructure regardless of authority

Invoice notification approval hierarchy setup

Navigate to Financials Options → Human Resources and select the appropriate Business Group.

Enable or disable Use Approval Hierarchies:

  • Enabled - Position hierarchy
  • Disabled - Employee/supervisor relationships

Job & Supervisor / Job & Position setup

Oracle fields used by PROCESSIT if Employee/supervisor relationships

  • Job
  • Approval Group
  • Supervisor

Oracle fields used by PROCESSIT if Employee/supervisor relationships

  • Job and Position
  • Approval Group

Approval Groups

Assigning Approval groups to Job or Job/Position

Navigate to Assign Approval Groups, select a Document Type, and set the Approval Group value.

Configuring Approval Groups and flexfield range

Navigate to Approval Groups, and specify an Accounting Flexfield Range.

User Responsibilities

Current Oracle Jobs run by PROCESSIT

Reused Oracle Payables - Examples

Period Settings

Purchase order and Release Settings

Supplier Properties used as Masterdata

Organization Masterdata reused

Ledgers, Accounts and Cross Validation

E-Tax Settings reused during Import

Oracle Project Settings

THANK YOU!