How To Clear Worklist Entries for Requisition and Purchase Order Approvals if Documents were Already Approved Through Amount Approval Pages, and Worklist Setup for Canceled Requisition Line
Last updated on JANUARY 13, 2017
Applies to:PeopleSoft Enterprise SCM Purchasing - Version 8.4 SP1 to 9.1 [Release 8.4 to 9]
Information in this document applies to any platform.
How to clear Worklist entries for Requisition and Purchase Order (PO) approvals if documents were already approved through Amount Approval pages or Chartfield Approval pages.
It is recommended that the approval pages be hidden from the menu so users cannot access them directly, but if that has not been configured and if users go directly to the approval pages (Purchasing > Purchase Orders > Approve Amounts (or Approve Chartfiields) or Purchasing > Requisitions > Approve Amounts (or Approve Chartfields)) and save the approval instead of using the link in the Worklist, the Requisition and PO worklist entries will not be removed.
If users do not use the Worklist entry to navigate to the approval page, that Worklist entry will not be updated as this is within the PeopleTools Virtual Approver functionality. Users must use the Worklist entry to maintain the data integrity between the Worklist and the document approvals
In additional, this document includeds setup required when canceling a Requisition line so the system can automatically remove the approval entry from the Worklist.
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