Oracle Fusion workflow tutorial

Oracle Fusion workflow tutorial

In this post , We will discuss about Oracle Fusion workflow tutorial. In Oracle Fusion , oracle has given a new tool to designs the approvals in the Oracle fusion. In this post , I will share the complete steps for how to design these approvals with this new tool. The tool which we will be discuss in this Oracle Fusion Workflow Tutorial is BPM.BPM means Business Process Management. BPM is a complete set of tools for creating, executing, and optimizing business processes in Oracle Fusion. We can design the approval processes in BPM. We can design the Business approval processes in Oracle fusion with the Help of BPM. This is an Integrated Tool available in Oracle fusion to design and maintain approval rules as per the business needs. In this Oracle Fusion Workflow Tutorial I will start with Basics to understand more about the BPM.

 

 

Oracle Fusion workflow tutorial Topics

1. BPM Tool Introduction and its Components Information

 

2. BPM Configuration Information's. 

 

3.BPM Setup Introductions

 

4.How To Configure BPM for Expense approvals.

 

 

 

BPM Tool Introduction and its Components Information

 

We can Design the BPM approval processes based on this below options.

 

 

 

Supervisory Approval:-

 

We can create Approvals based on the 'Supervisory' Hierarchy it means approval will go to requestor supervisors rules.

 

Position Approval :-

 

We can create Approvals based on the 'Positional' Hierarchy it means approval will follow the positional hierarchy.

 

Management Chain:-

 

We can create approval also based on the management chain in our organization.

 

Resource:-

 

In this option we can create approvals based on the Specific person of the organization where we want to send the approval notifications

 

Approval Group:-

 

we can also create approval group to which we send the approval notifications.

 

 

We can put any business rules in the BPM to meet the business requirement for the approvals. This BPM is little bit similar about AME in Oracle R12. Where we designs the business approval rules but in Fusion AME is obsoleted and BPM is uses to design the approval rules.

 

This is the BPM tool as below where we have the standard worklist for each module like AP Invoice approval , Expense Report Approval Journal approval many more.

 

 

 

 

 

 

 

BPM Configuration Information's

 

Step1:- Go to Navigator and Setup and Maintenance.

 

 

Step2:- Find the 'Manage Expense Approval Rule' in the find field of Setup and Maintenance.
You can see all the business approval tasks available in the BPM through this Function.

 

 

Step3:- BPM Worklist and Tool

This is the BPM worklist where we have the tasks of most of the business process in Oracle fusion like 'Invoice, Expense , Journal , Asset approval'

 

Here we configures the BPM rules to implement approval processes in the Fusion application. Oracle fusion has given the BPM tasks for most of the important business processes. This is the complete window where you can find , configure and crate new business approval rules in the existing business BPM Tasks. These all are the standard BPM tasks you cannot create a new custom tsk here.

 

In the Left hand side , You can see all the tasks like 'ActivityManagement' , 'BankAcctTransferApprovalErrorFyi' like that.

 

Here below I have highlighted the BPM approval task(FINApInvoiceApproval) for AP Invoice

 

 

 

 

 

Step4:- GL Journal Approval BPM Task

Here I have highlighted the GL Journal Approval BPM task.

 

 

 

Step5:- Expense Approval BPM Task

Here I have highlighted the expense report approval BPM task. 

 

 Step6:- Oracle Fusion Payment approval BPM Task.

Here is highlighted the  Oracle Fusion Payment approval BPM Task.

 

 

 

You can also find the other BPM tasks as per your business requirement. This is really an impressive and easy tool to configure the complex business structure in the BPM tasks and create approvals on that.