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How to Auto Approve a New Item Request? (Doc ID 2459092.1) To Bottom

Modified: Nov 20, 2019 Type: HOWTO

In this Document

Goal
Solution
References

APPLIES TO:
Oracle Fusion Product Development Cloud Service - Version 11.13.18.05.0 and later
Oracle Fusion Product Hub Cloud Service - Version 11.13.22.07.0 to 11.13.22.07.0 [Release 1.0]
Information in this document applies to any platform.

GOAL
 What setups are required in order for a New Item Request (NIR) to be Auto Approved?

SOLUTION
 In order to enable a New Item Request for Auto Approval, a BPM rule must be created using the below steps:
1. Navigate to Setup and Maintenance
2. Within the Product Management offering -> search and open the task "Manage Task Configurations for Supply Chain Management" -> this will open the BPM Worklist UI
in a new window/tab
3. Search for the "NewItemRequestApprovalTask" then select the edit task (Pencil icon button)

 
 

4. Select the Assignees tab -> then select the "New Item Request Header Rule Based Single Approver" box (Note: Parallel Approver box can also be selected if using more
than one Approver)
5. Open the rule work area by selecting the NewItemRequestHeaderRuleSet link

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6. Add a new rule by selecting the Add Rule button (green "+" symbol)

7. Format the "IF" statement to reflect the Field that will determine if the NIR should be Auto Approved (in the below screen shot a numeric EFF field named "JL Cost" is
being used for the evaluation criteria - if the value is less than 50 it will be Auto Approved)

8. Create the "THEN" statement by selecting the "Add Action" (green "+" symbol) -> moving to "Add Approver" -> then "Supervisory"

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9. Format the "THEN" statement as below
A. The Starting Participant value is “who” will be captured as the auto-approver. In this example the following expression is used to capture the NIR owner:
HierarchyBuilder.getPrincipal(Task.ownerUser,-1,"","")
B. Top participant expression is: HierarchyBuilder.getPrincipal("workflowsystem",-1,"","")
C. The keys to getting the NIR to auto-approve are the Auto Action Enabled and Auto Action fields. Ensure they are set to "True" and "APPROVE" respectively

NOTE: If not all NIRs will be auto approved, be sure to create additional rules so that all other NIR scenarios will go to the correct Approvers. Failing to do so will results
in the NIR getting stuck in an Approval status due to a lack of an Assigned user. See the Change Order and NIR White paper referenced below for additional guidance
on rule setup if required.

13. To ensure there are no errors in the Rules, select the Validate button -> if errors appear correct as necessary

14. After creating and validating all required rules, commit the task by selecting the "Commit Task" button (Browser with Blue Right Facing Arrow" icon) -> enter any
comments as desired
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comments as desired

 
15. BPM Worklist can now be closed by closing the Browser/Tab
16. Test the NIR flow by creating an Item in a NIR enabled Item Class and setting the appropriate fields to trigger Approvals

REFERENCES
NOTE:1960108.1 - R13 : New Item Request And Change Order Workflow Management White Paper
▼ Attachments

Commit (94.25 KB)

Create_Rule (53.7 KB)

Create_Then (29.57 KB)

IF_statement (11.7 KB)

NIR_Approve_Search (65.32 KB)

Open_Rule (119.72 KB)

Then_Statement (24.91 KB)

Validate (77.66 KB)

▼ Related
Products

Oracle Cloud > Oracle Software Cloud > Oracle Enterprise Resource Planning Cloud > Oracle Fusion Product Development Cloud Service > New Item Requests and Change
Orders > Manage New Item Request Type Details

Oracle Cloud > Oracle Software Cloud > Oracle Enterprise Resource Planning Cloud > Oracle Fusion Product Hub Cloud Service > New Item Requests and Change Orders >
Manage Task Configurations for Supply Chain Management

Keywords
APPROVAL; ITEM; NEW ITEM REQUEST; NIR; SETUP; WORKLIST; APPROVE; APPROVER; AUTO APPROVE; BPM

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