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Offer Approvals Not Directed To The Correct Approver As Per The Rules Setup (Doc ID 2584406.1)

Last updated on SEPTEMBER 05, 2019

Applies to:

Oracle Trade Management - Version 12.2.8 and later
Information in this document applies to any platform.

Symptoms

In 12.2.5 the Budget Request Approval Rule type is being directed to the correct approval rule which is associated to the Rule tied to the Budget's Operating Unit 

In 12.2.8 the  Budget Request Approval Rule type is not being directed to the correct approval rule instead it is going to the Default Marketing Approver. 
If User creates a Budget Approval rule type not specific to an Operating Unit(Organization) then it is being invoked for Offer Budget Request 
Approval. 

Enabled Offer Approvals for Accrual offer in Custom Setups.

 

Steps:
----------
Created a Rule for Offer Budget Approval -- User assigned as Sequence 1 Approver (Approval Rule 1).
Created a Rule for Budget Request Approval -- User/Function assigned as Sequence 1 Approver (Approver Rule 2).

Create an Accrual Offer and entered committed amount and budget requested.
Submit for Approval.

Approval Rule 1 is being called for Offer Budget Approval. For Budget Request Approval it is picking Default Marketing Approval rule and sent to Default Marketing Approver Role instead of Approval Rule 2.

Cause

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In this Document
Symptoms
Cause
Solution
References


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