My Oracle Support Banner

Invoice Auto Approve Agent Allows Duplicate Invoice Approval (Doc ID 2574281.1)

Last updated on NOVEMBER 14, 2019

Applies to:

Oracle Transportation Management Cloud Service - Version 19 and later
Information in this document applies to any platform.

Symptoms



ACTUAL BEHAVIOR
---------------
If INVOICE - AUTO APPROVE Agent is executed against 2 invoices at the same time via a custom Action from the Invoice UI, both invoices are approved even though this violates the Invoice Approve Rule. If auto approve agent for these invoices is run separately, one invoice at a time, the auto-approve agent process sees the other invoice and takes that approved amount into consideration, and rejects the second invoice.

Example:

1) Order Management > Order Release > Create an Order Release.

2) Order Management > Order Release > Order Release > Actions > Operational Planning > Create Buy Shipment > Bulk Plan - Buy.

3) Financials > Payment Invoice Management > Payment Invoice. Create 2 invoices.

4) Shipment Management > Shipment Management > Buy Shipment > Actions > Shipment Management > Tender. Create and accept Tender.

5) Financials > Payment Invoice Management > Payment Invoice > Actions > Financials > Matching > Manual Match Invoices. Match to both invoices.

6) Financials > Payment Rule Management > Invoice Approve Rule. Create invoice approval rule

7) Financials > Payment Rule Management > Invoice Approve Rule Profile. Add the rule to the profile.

8) Configuration and Administration > User Management > User Manager. Add the Approve Rule Profile to the user.

9) Contract and Rate Management > Service Provider Manager. Add the Approve Rule Profile to the Service Provider.

10) Business Process Automation > Agents and Milestones > Automation Agent. Create automation agent.
Agent Type = INVOICE
Event = INVOICE - APPROVE
Actions = INVOICE - AUTO APPROVE

11) Configuration and Administration > User Configuration > Actions Manager. Secure Action.

12) Configuration and Administration > User Management > User Manager. Create an ACL with the above entry point.

13) Configuration and Administration > User Configuration > Screen Set Manager. Add the Auto Approve Invoice Action.

14) Configuration and Administration > User Configuration > Menu Manager. Add to a Custom Menu.

15) Custom Menu > Invoice. Select both OR then Actions > Business Process Automation > Auto Approve Invoice action.

16) Custom Menu > Invoice. Go into both invoices and click on the Status button. Both show APPROVAL_APPROVED_AUTO.

If auto approve for these invoices is run separately, one invoice at a time, the auto-approve process sees the other invoice and takes that approved amount into consideration, and rejects the second invoice. There is no way to prevent 2 invoices match to the same shipment from being processed at the same time. So OTM should have a way to prevent duplicate approval from happening.


Changes

 

Cause

To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!


In this Document
Symptoms
Changes
Cause
Solution
References


My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.