My Oracle Support Banner

New Approver Added to Next Path Approver List When Approver on Another Path Approves The Requisition (Doc ID 2957586.1)

Last updated on JULY 03, 2023

Applies to:

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

Symptoms

For an approval process setup where one stage has two paths, one static and another dynamic, and dynamic path has check authorization selected, when approver on static path approves the requisition, a new approver gets added to the dynamic path approver list.

Steps:

1. Create a new role - Test_Role2
     PeopleTools > Security > Permissions and Roles > Roles
2. Assign the new role to WendyCho.
3. Create a new User List setup - "Test_user_list "and enter the above role name.
     Enterprise Components > Approvals > Approvals > User List Setup
4. Open Approval Process Setup for requisition and create a new Approval Process setup with two stages. First stage has one static path and other has one static and another Dynamic, both on Header level.
     Enterprise Components > Approvals > Approvals > Approval Process Setup
5. Setup the static path criteria on stage two for any higher requisition amount( Amount greater than $1000). Enter the user list created on Step 3 in the Approver user list.
6. Setup the dynamic path with Approver User list as - "Supervisor by UserId"
7. Open the Path Criteria for the Dynamic path and select Check Authorization check box.
8. Open the Authorize Approval page and setup for requisition as below:
     Enterprise Components > Approvals > Approvals > Authorize Approval
ePro Requester- VP1 <= 500
ePro Buyer- VP2 <= 1000
ePro Admin- VP3 <= 2000

9. Setup the users with Supervisor and Authorize approval role.
User    SuperVisor     Role
VP1         VP2        ePro Requester
VP2         VP3        ePro Buyer
VP3         MGR1     ePro Admin

10. Update WendyCho user profile and add ePro Requester and ePro Buyer roles.
11. Create ePro Requisition using VP2 profile
       eProcurement > Create Requisition
12. Submit for approval
13. See that WendyCho is approver for static path of the second stage and VP3 is the approver for the dynamic path of the second stage.
14. Login through any stage 1 approvers and approve the requisition.
15. Open the requisition approval chain to see that approval is now pending on both the approvers on different path.
16. Login to WendyCho and approve the requisition.
17. See the approval chain now and note that new approver is added to the next path. VP3 > MGR1

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
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.