property manager lease approval workflow setup
Post on 20-Nov-2015
117 Views
Preview:
DESCRIPTION
TRANSCRIPT
Property ManagerWorkflow Approval Setup Steps
Author:Muntazir QamarCreation Date:August 25, 2013 Version:Final
The following steps will help you enter required setups
Enable the seeded PN Lease Approval Workflow;2 Enable Business Event oracle.apps.pn.lease.lease.status is enabled and subscribed to the PN Lease Approval Workflow;3 Enable the Approval Workflow Background process to run periodically for the PN Lease Approval Workflow;4 Setup the Profile Option for PN Lease Approval Workflow to Yes at the Site, Application, Responsibility and User levels;5 Define and test AME PN Lease Approval Workflow for correct setup, including Rules, Attributes, Conditions, Action Types, and Approval Groups.
Login
Environment: (Support or Dev)12.1.3 Instance: (e.g., pr1yd213)ID/PW: operations/welcomeResponsibility: Property Manager, Vision Operations (USA)
Setup Approval Workflow
Responsibility: Workflow Administrator Web Application
While doing this setup use (Sysadmin) user name because only this user having access to perform some furntion in above responsibility normal FND user doest have access.
N: Administrator Workflow > Developer Studio Confirm Workflow Type is setup Developer Studio Workflow Type: PN: Lease Approval Workflow Type Internal Name: PNAPPRWF
Confirm Business Event is is enabled Business Event (T) Events (ST) Name: oracle.apps.pn.lease.leasestatus Status: Enabled Click Subscription
Confirm Business Event is setup and linked to Workflow
Business Events Events Name: oracle.apps.pn.lease.leasestatus Action: Launch Workflow Function: wf_rule.default_rule Workflow: PNAPPRWF/PNPROC Click Update (I)
Confirm Business Event Subscription details
Subscriber Triggering Event Execution Condition Action Type Click Next
Confirm the Subscription Action Type details Action Subscription Parameters Documentation
Setup Approvals Management
Responsibility: Approvals Management Business Management
N: Business Management Dashboard Confirm Transaction Type is setup Transaction Types Name: PN approval workflow Click Rules Confirm Rules are setup for the Transaction Type: PN approval workflow Click Update Confirm the Rule details for the Transaction Type: PN approval workflow Item Class: Header Rule Type: List Condition Effective Dates Condition: PNAPPRWF is true Action Type & Action: Confirm below Attributes are setup for the Transaction Type: PN approval workflow Setup
Attributes
ALLOW_REQUESTOR_APPROVAL AT_LEAST_ONE_RULE_MUST_APPLY EFFECTIVE_RULE_DATE EVALUATE_PRIORITIES_PER_ITEM INCLUDE_ALL_JOB_LEVEL_APPROVERS JOB_LEVEL_NON_DEFAULT_STARTING_POINT_PERSON_ID PNAPPRWF REJECTION_RESPONSE REPEAT_SUBSTITUTIONS TOP_SUPERVISOR_PERSON_ID TRANSACTION_REQUESTOR_PERSON_ID USE_RESTRICTIVE_ITEM_EVALUATION USE_WORKFLOW WORKFLOW_ITEM_KEY WORKFLOW_ITEM_TYPE Setup Attributes Click Update ALLOW_REQUESTOR_APPROVAL AT_LEAST_ONE_RULE_MUST_APPLY
EFFECTIVE_RULE_DATE
EVALUATE_PRIORITIES_PER_ITEM
INCLUDE_ALL_JOB_LEVEL_APPROVERS
JOB_LEVEL_NON_DEFAULT_STARTING_POINT_PERSON_ID
PNAPPRWF
REJECTION_RESPONSE
REPEAT_SUBSTITUTIONS SUPERVISORY_NON_DEFAULT_STARTING_POINT_PERSON_ID
TOP_SUPERVISOR_PERSON_ID
TRANSACTION_REQUESTOR_PERSON_ID Note: (Query should be same as below mention in Value box)
USE_RESTRICTIVE_ITEM_EVALUATION
USE_WORKFLOW WORKFLOW_ITEM_KEY
WORKFLOW_ITEM_TYPE
Confirm Conditions are setup for the Transaction Type: PN approval workflow Setup Regular Condition Name: PNAPPROVEWF is True
List Modifiers Confirm List Modifier details for the Transaction Type: PN approval workflow
Confirm Action Types are setup for the Transaction Type: PN approval workflow Setup Action Types Confirm Action details
Confirm Approver Groups are setup for the Transaction Type: PN approval workflow Setup Approver Groups Confirm Approver Group details
Define Group
Approver Type
After Setup Create lease and Submit for approval and run Real Transaction Test for that lease parameters values should show exactely as below.
Setup Profile Option
Responsibility: System Administrator N: Profile > System Find System Profile Options: PN Approval Workflow
Setup Profile Option: PN: Use Lease Approval Workflow to Yes
Application: Property Manager Responsibility: User:
Setup Concurrent Program
Responsibility: System Administrator N: Requests > RunRun This Request formName Workflow Background ProcessItem Type: PN Lease Approval Workflow
top related