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AP: The On Error Event In TR Settlement Workflow Is Sending Error And Route For Approval Notification (Doc ID 2606701.1)

Last updated on NOVEMBER 01, 2019

Applies to:

PeopleSoft Enterprise FIN Cash Management - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.


The On Error event in the TR Settlement Workflow is sending the Error notification to users in the WF_TR_Admin role as expected.
It is also generating a Route for Approval notification and sending it to users in the WF_TR_Admin role.


1. Login Details: VP1 / VP1:
Navigation to Roles PeopleTools – Security – Permissions & Roles - Roles.

2. Create a role: testuser:
- Do not assign the role to any users.

3. Navigation to AWE workflow Enterprise Components – Approvals – Approvals - Approval Process SetUp:
- Open the Treasury Settlement Approval.

4. Create a clone of the process with the eff date 2/1/2017.

5. Click on Details for each step and modify the approver role to the role created (modified to remove the approvers).

6. Navigation to User List Enterprise Components – Approals – Approvals – User List Setup.

7. Open the DEALMANAGER userlist:
- Update the role to testuser to remove the approvers.

8.  Open the SUPERVISOR userlist:
- Update the role to testuser to remove the approvers.

9. Open the VICE PRESIDENT userlist:
- Update the role to testuser to remove the approvers.

10. Navigation to Templates People Tools – Workflow – Notifications – Generic Templates:
- Create an error template.

11. Navigation to Transaction Configuration Enterprise Components – Approvals – Approvals – Transaction Configuration:
- Open the Treasury Settlement Approval.
- Add Error Event with the new template created.

12. Navigation to create transfer Cash Management – Fees and Transfers – Bank Account Transfer:
- Create a transfer (Using VP2 user).

13. Navigation to select the settlement Cash Management – Settlements – Select Settlements:
- Select the settlement created above.
- Click on Selected:  Step 1 is in error and the status is pending to multiple approvers

14. Verify the email for OMVERITY user.

Actual behavior:
- Dual e-mail are sent:  Error emails and Approval email are getting sent to admin.

Expected behavior:
- ONLY an Error email should be sent.




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