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EAP: VoucherApproval Process ID is Not Routing to the Correct Approver After Upgrading to 9.2 PUM Image 43 (Doc ID 2991955.1)

Last updated on FEBRUARY 05, 2024

Applies to:

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


After upgrading from 9.2 PUM 23 to PUM 43, Voucher Approval is not routing to correct approver. After the voucher is acknowledged by the Requestor in the first Stage which is Static, the approval process does not route to the correct approver in the 2nd Stage which is setup as Dynamic. 


1. Enterprise Components > Approvals > Approvals > Approval Process Setup > Process ID = VoucherApproval
    - VoucherApproval Process Definition ID = SHARE > Boxes checked for Default Process Definition, User Auto Approval, Route to Requester

2. Stage 1
    a. Path Details Header Level (Static): Requestor Acknowledgement
        - Requestor is not tied to a Role
        - Criteria: Checks custom record B_VCHR_REQAPRV.APPR_CHECK_FLG = Y
    b. Step Approver User List = B_AP_WORKFLOW_REQUESTOR
        - Definition: requires 1 approver and Self Approval not checked
        - Criteria = Always True

3. Stage 2
    a. Path Details Header Level (Dynamic): Fiscal Approver
        - Boxes checked for Notify Admin on No Approvers, Check Authorization
        - Criteria = Always True
    b. Step: Approver User List = Supervisor by UserID (SQL Definition selects Authorized Approver accordingly)
        - Definition: Radio button for All Approvers Required, Number of Approvers Needed = 1
        - Option not available for Criteria because Dynamic

4. Stage 3
    a. Path Details (Static) Header Level: Department Approval
        - Path Criteria Checks 4 custom Records:
          Record: B_VCHR_DEPTAPR2.APPR_CHECK_FLG = Y
          Record: B_VOUCHER_AWE.REQUESTOR_ID not equal to CCC_XX_XXCC
          Record: B_VOUCHER_AWE.BUSINESS_UNIT not equal to AAAAA, BBBBB, CCCCC

    b. Stage 3 Step User List = B_AP_WORKFLOW_ESCAL 
        - Definition: Radio button selected for App Approvers Required, Number of Approvers Needed = 1
        - Criteria = Always True

5. Accounts Payable > Vouchers > Add/Update > Regular Entry
    a. Submit Approval icon not on the voucher Invoice Information page
    b. User submits for approval from a custom voucher page = B Workflow
    c. Approval History is also seen in this custom page
    d. Voucher Summary page does not have the delivered ‘Approval History’ link available


Upgrade to PUM Image 43


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