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Workflow Notification Setting On The Transaction Configuration Page Overrides Notification Setting On The Approval Process Setup Level (Doc ID 2559057.1)

Last updated on SEPTEMBER 07, 2021

Applies to:

PeopleSoft Enterprise SCM eProcurement - Version 9.2 to 9.2 [Release 9]
PeopleSoft Enterprise SCM Purchasing - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.


The settings in the Approval Process Setup (BU-level) page should have overridden the settings in the Transaction Configuration page (System-level).
However, when a user is both in a custom "User List" used in the Approval Process Setup > Definition Notifications and a Requester which is used by the Transaction Configuration page, the notifications settings followed was that of the Transaction Configuration page.


Steps to reproduce the issue:  


  1. Create a role based user list called TEST_ROLE1 with role TEST_ROLE1
  2. Assign the TEST_ROLE1 to VP2               
  3. Create an apporval process setup with header level  for US005 
  4. Click on Definition notifications > Add an event `On Final approval' Level - Header
  5. Under Notifications > Set Participant to Userlist  and Userlist to TEST_ROLE1 and check only Email and Un-check Worklist              
  6. On Transaction Configuration for Process ID - Requisition > Event  - On Final Approval, Under Notifications participant  - Requester Check Email and Worklist             

Transaction  :

  1. Log in as requester VP1 and navigate to Purchasing > Requisitions > Add/Update requisitions > Create a requisition and submit for approval           
  2. Workflow triggered to VP2 as per setup             
  3. Log in as VP2 and navigate to Worklist >Worklist > Click on Worklist item        
  4. Approve the requisition            
  5. Transaction approved
  6. Log in as VP1 > Worklist > Worklist
  7. Worklist item - Transaction approved for created requisition as per Transaction configuration setup

BU-level should have overridden the settings in the Transaction Configuration page (System-level).




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