Thursday, April 28, 2011

Payables Hold Release Workflow

In R12 Oracle Payables integrates with Oracle Workflow to provide a resolution of user releasable holds through workflow. A new transaction type called “Payables Hold Resolution” (APHLD) in AME has been introduced in R12 for the same. There has been a business requirement to release the AP invoice holds, especially the matching holds based on an approval mechanism. In R12 of Payables, this feature has been provided so that, we can send the invoice lines on hold to approvers before the hold is released. As usual the seeded AME objects can be extended to accommodate different approval groups, rules and other business conditions before the hold is released.

Following setup needs to be done at Payables level: Setup > Invoice > Hold and Release Names.



The Initiate Workflow option is selected for the hold type in the Hold and Release Names window.

The hold is setup to be user releasable

Notify After X Days: The Notify After X days setup, will cause the notification to be sent to the approver after X days of the hold being placed.

Remind After X Days: The Remind after X days will cause a reminder to be sent to the appover after X days of the first notification, and subsequently, if no action is taken.

At AME setup Level, for the Transaction Type: Payables Holds Resolution setup Attribute, Condition, Action types, Approver groups and Rules

1. Choose the Default/seeded Attribute existed for Hold Look Up Code as shown below

2. E.g. Use the seeded Condition by assigning Hold Look Up Code with String values “Amt Ord, Amt Rec, Price, Qty Ord, Qty Rec” as below: 3. Create an Custom Approver group ‘Demo1’ by choosing “Serial” Voting method assign with Static to generate Invoice Hold notifications and send for release to approvers on basis of below logic 4 Assign this Approval group to the action type.
5
Create a Rule for this Hold notification and assign above Condition and Action type to the Rule as shown below:

Steps to Release the Hold:

1. Validate invoice on matching hold like “Amt Ord, Amt Rec, Price, Qty Ord, Qty Rec”

2. A notification will be sent to the approver for hold release


3. Once the Approver clicks on “Release Hold”, the hold gets released from the invoice.



12 comments:

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Unknown said...

Hi Krishanu,
Good day!

I am currently enabling the workflow for AP Release Hold, is there a way to use this and disable the release hold under the user level? On the testing I have done after the setup as per your blog, the workflow is just parallel with the release hold of the user. Once the user release the hold, the approval is no longer needed from the approver.

Thanks and Best Regards,
Michelle Caringal

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krish said...

HI Krishna,

i wanted to customise the Holds workflow to add new button to reject and the status should be updated in ap invoices table as REJECTED. to add button i have to customize ap_holds_pkg and ap_workflow package as i need to create new process and to make it work i have to add the new process over there.
is there any way to make it work other than customising standard


Regards,
Ranjith

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Krishanu's Oracle Applications Blog - Oracle Apps consulting services scenario in India. Also, an inside view of Oracle Apps outsource services in India. Also the blog features new developments in Oracle Apps and my learning's in this field. The views expressed are my own only and not of my employer Wipro Technologies. The views and opinions expressed by visitors to this blog are theirs and do not necessarily reflect mine.