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How To Create Self Approval Rule for Claims in Trade Management? (Doc ID 316421.1)

Last updated on DECEMBER 04, 2019

Applies to:

Oracle Trade Management - Version 11.5.10 and later
Information in this document applies to any platform.

Goal

We have approval rules setup for claims to be routed to different people based on dollar amounts.  How would you setup a dollar amount that can be self approved? 

For example, customer wants any user to approve a claim between 0 and 99 dollars.  This automatically defaults the marketing default owner as the approver as no approval rule is setup for this dollar amount.  When creating Budgets, user can select Setup Type and by bypass the approval process, but not sure how customer could get around this in Claims.

How can this be done in Trade Management?

Solution

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In this Document
Goal
Solution

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