Saturday 3 February 2018

Workflow Customization : How to restrict Workflow Approval Up to Three Supervisor Hierarchy


Workflow Customization : How to restrict Workflow Approval Up to Three Supervisor Hierarchy



Step 1:- First Register PLSQL package which will use in Workflow Builder as below.

CREATE OR REPLACE PACKAGE XX_FUSION_REPORT_TRIGGER
IS
P_VENDOR_NAME VARCHAR2 (100);
P_WHERE_CLAUSE VARCHAR2 (1000);
FUNCTION before_data
RETURN BOOLEAN;
END XX_FUSION_REPORT_TRIGGER;

CREATE OR REPLACE PACKAGE BODY XX_FUSION_REPORT_TRIGGER
IS
FUNCTION before_data
RETURN BOOLEAN
AS
BEGIN
IF (P_VENDOR_NAME IS NULL)
THEN
p_where_clause := ' AND 1=1';
ELSIF P_VENDOR_NAME IS NOT NULL
THEN
p_where_clause := ' AND upper(a2.vendor_name) like ''%'||UPPER(:P_VENDOR_NAME)||'%'' ';
ELSE
p_where_clause := NULL;
END IF;
RETURN TRUE;
EXCEPTION
WHEN OTHERS
HEN
RETURN FALSE;
END;
END XX_FUSION_REPORT_TRIGGER;
PROCEDURE THREE_SUPERV_RESTRICT(p_item_type    IN VARCHAR2,
                     p_item_key    IN VARCHAR2,
                     p_actid        IN NUMBER,
                     p_funmode        IN VARCHAR2,
                     p_result     OUT NOCOPY VARCHAR2 )
                     IS
cursor c1(l_rpt_approver  NUMBER) is
SELECT DISTINCT ppf.person_id manager_id,ppf.full_name,
    (SELECT name FROM per_positions WHERE position_id = paf.position_id) mgr_position,LEVEL sup_level
                FROM per_all_people_f ppf, per_all_assignments_f PAF
                WHERE 1 = 1 AND ppf.person_id = PAF.PERSON_ID
                AND SYSDATE BETWEEN NVL(paf.effective_Start_Date, SYSDATE) AND NVL(paf.effective_end_Date,SYSDATE)
                AND SYSDATE BETWEEN NVL(ppf.effective_Start_Date, SYSDATE) AND NVL(ppf.effective_end_Date,SYSDATE)          
                AND LEVEL <=3
                CONNECT BY NOCYCLE PRIOR paf.supervisor_id = ppf.person_id
                START WITH paf.person_id = TO_NUMBER(l_rpt_approver) ORDER BY LEVEL;
               
v_report_header_id number;
v_person_id  number;
 v_report_amt  number;
 v_report_cc  number;
 v_report_approver number;
 v_approval_limit  number;
               
     begin
    
 SELECT aeh.report_header_id,aeh.employee_id,SUM(aeh.total) report_amount,flex_concatenated, override_approver_id   
  INTO v_report_header_id ,v_person_id,v_report_amt,v_report_cc, v_report_approver
 FROM wf_items  wfi, ap_expense_report_headers_all aeh
WHERE wfi.item_type='APEXP' and wfi.item_key=p_item_key
AND wfi.user_key = aeh.invoice_Num
GROUP BY aeh.report_header_id,aeh.employee_id,flex_concatenated, override_approver_id;
    
     for i in c(v_report_approver) loop
    
    
     SELECT signing_limit
          INTO v_approval_limit
          FROM AP_WEB_SIGNING_LIMITS_ALL WHERE document_type='APEXP'
          AND employee_id = tmp.mgr_id AND cost_center = v_report_cc;
         
     if  i.sup_level<=3 and v_report_amt<= v_approval_limit then
      p_result := 'COMPLETE:Y';
      ELSE
       p_result := 'COMPLETE:N';
      END IF;
    
     IF p_result = 'COMPLETE:N' THEN
    UPDATE ap_expense_report_headers
    SET  last_update_date = sysdate, 
           expense_last_status_date = sysdate,
           expense_status_code = AP_WEB_OA_ACTIVE_PKG.C_REJECTED
    WHERE  report_header_id = V_report_header_id;
 END IF;
EXCEPTION
WHEN OTHERS THEN
NULL;
END;



Step2: Now we will create Workflow Function in I-Expense approval workflow to execute this above procedure so that our Three Level supervisor Hierarchy will work.

Step3:- Open the Expense Workflow(APEXP) Workflow in workflow Builder.


Step4: - Open 'Manager (Spending) Approval Process' process in Workflow Builder.

Step5:-  This is the standard Approval Process. We will remove this below direction and will create function between that.


Step6:-  Create Function in this process by clicking right click

 




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Step7:- Create New Function as a Notification as below: Click New Notification.




Step8:-

 
 
 


Step9:- This is the Final Process flow After Changes.






If you want to see Other OAF Related Posts , Please visit Below URL.https://rpforacle.blogspot.in/2013/03/oaf_10.html



If you want to see  Oracle Fusion Related Posts , Please visit Below URL.

https://rpforacle.blogspot.in/2018/01/oracle-fusion-learning-tutorial.html

If you want to Learn Oracle Workflow Builder, Please visit Below URL.

https://rpforacle.blogspot.in/2018/01/oracle-workflow-learning-tutorial-1.html

2 comments:

Anonymous said...

Good blog, Thanks for sharing this informative article. It would be helpful to all if you write a full article.
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Goutham Raj said...

Good Article, Alots of information provided, Thanks for sharing this information.
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