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Fusion invoice for Public Relations

yeah so we've tested up to custom rows in the last session I will see the concept called as invoice approvals okay invoice approvals what does it mean by invoice afterwards so we are creating invoice and we are validating we are able to select that invoice for payment if you want to search certain control on that process you can Implement approvals that means after creating and validating invoice someone should approve it then only the invoice should be available to select for payment so that you can approve and all we can set a rules in the invoice approvals ingly the process will work okay so if once approvals are done for that invoice then only the invoice will be available for payment so now what we'll do is we'll take a simple example here to test the invoice before that we'll discuss few points so we have a application called as BPM business Proctor management by using the BPM business Process Management we can set the invoice approvals not only invoice approvals any approvals those may be Recreation related approvals purchase or approvals invoice approvals Journal approvals these are operables we can set by using the BPL BPM stands for business Process Management within this BPM we can write the rules okay within this BPM we can write the rules ingly system will route that document say invoices for approvals bye now so we'll take simple paste server requirement I'll take simple Point as our requirements our requirement is if invoice amount is same or less than 100 dollars so and so person can approve if invoice amount is more than 100 who can approve you can set okay we will test this first say if you invoice amount okay if you invite someone page same or less than 100 dollars say I might can approve this is what we want to set one rule the other rule is is more than 100 dollars we'll create another user called as abcmx okay abcmx scan up they are the two different rules if any invoice amount is 100 or less than 100 dollars a mix can approve okay it will go to a Max MX can approve if any invoice amount is more than 100 dollars that all notifications should go goes to ABC MX abcmx can approve those now say this is the requirement let's take this as a business requirement now to implement this what we have to do we'll see as of now we have only Amex user right let's create one more user called as abcmx create user ABC a mix after creating the user before you go on those implement we have to do one setup in invoice options okay you have to set an invoice options but this invoice occurs for our business unit we will again we have to set this invoice approvals the b u level in the sense the invoice options works at bu level okay bu level setup invoice options means now we have to go to invoice options there we have to enable on checkbox okay that you can make a note say enable invoice approach in invoice in the invoice options you can find on checkbox called as invoice approvals that we have to enable that means we are enabling invoice approach for our bu invoice options are be used that so here we are just given the simple point if invoice amount is same or less than 100 Amex can approve see our requirement may be only MX can approve along with MX we can include few other employ users also okay we can include few other users also it may be one person or multiple people what we can do is we can create the approval group in group you can select that person one or multiple people okay for these two rules to identify who has to approve we can create the approved groups so I create two groups to group this person under this person or else along with Amex you can prove multiple people in the same way along with this abcmx you can include other people also into the group okay the group you can group single person or multiple people will go with a group concept they have to create the two upload groups create approval group one in this group you can select Amex along with Amex if you want to select other users also you can select so that those people anyone can approve if invoice amount is same or less than hundred dollars but in our case we want to select only one person the same way create approved group 2 one more book okay for ABC a mix first group will select one person Amex in the second group you can select another user called as ABC of x okay that now we can write the rules these two only you can write as a rules okay this requirement we have to write in the system as a root say rule one sorry what do the rule one say if your invoice amount is same or more than open up so you have to write in the system as a rule foreign foreign so this is what we have to do foreign business Process Management if somebody is from the EBS background in EPS we have a and b approved management engine okay that they're replaced with this EVS we have AME approved management engine now in Fusion we don't have AME in that same place they introduced BPM business Process Management okay so this is this we are taking as a business requirement to implement approvals as for this requirement these are the setups we have to do as per the current scenario what we are taking since we have rule like for two users we are going to create one more user to implement invoice approvals and invoice options Library how to enable then only this approach will work and we are going to create two groups to group the people into those groups it could be one or multiple people you can create a group and you can group and we are going to write the two rules once we're done with that we'll create invoice and we'll test okay create invoice and we can test bye you can say create invoice from Amex user test and another invoice will create it invoice from a mixed user with how much amount so same are less than hundred dollars so if you can enter under our lifestyle maybe you may enter advice with okay it is eighty dollars and one more invoice you can create from my Max self it's more than 100 maybe you may create invoice with the two hundred dollars okay how it will work with now you have to create one more user now what are the scenario you are testing to test the scenario we don't require employee user even you can manage with the implementation user also okay request this scenario employee user is not mandatory you can proceed with the implementation user let's create user from security console tools security console users add user account okay Enter username part name we discussed abcmx set password says A1 close just we want to send the notifications to this user to approve the invoices that's all we are not going to do anything from this user no roles we have to assign okay we created a user now go to invoice options go to setup and maintenance go to task list manage implementation projects overview go to invoice options you can't go to ask okay here scroll little down we have our Pro section so enable invoice or Pro enable the check box say save and close now we have to create the approved groups go to implementation project search for approval groups so task name is manage our flow groups click on go to task icon okay here we can create the approved groups here you can see few groups already created now we can create our own group here you can see upload group is selected now click on create click on create upload group the name the name you can give us Amex or Google group instead of giving a full group I'm giving easily one approval group one in this group we have to add the members nothing but users are called as a employees go ahead members click on that click on search two three the third function is not working no issue here you can give the user called as our mix that user is already available in the system it will accept say okay this is available it is accepting so click on Save you created an approval group let's create one more click on create foreign groups now we have to create the two rules the rules we can create by using the workflow related nodes okay workflow related notes everything works with the workflow so we talk about approvals within that we can find the nodes okay node by using the node you can set the approval rules we'll go to see that first we have to enable the node then we can create the rule and we can validate we'll see that so we created a user and we enabled invoice approvals in invoice options and we created two rules in each role we selected specific user then we have to create the two operable rules to create the rules select task called as task configuration okay select task configuration tab okay bye within this task configuration that's to display all the tasks foreign with this here you can otherwise this is a task you can use even both will navigate us to same page let's try with this manage task configuration for financials same page if selecting directly we no need to do all this ideally it should display all the workflows here I'll check it later you cannot do anything since it is not displaying the workflows you cannot suck up this we completed these setups rules we have to create and we have to test this okay this we will see later there okay the workflows itself not displaying an instance okay we'll try later I'm just marking as a pending right to discover flows what happened it should display a completely stop or close nothing foreign one second that is showing great in order to search basically it should display everything here but YouTube is showing on your search yeah is coming now we'll proceed with this okay but when you come to this page everything will get displayed here from the display list you have to search and fight that in this environment is not coming anyway when you search it is displayed so here starts with the term called as pin okay if I search F5 and fill in uppercase it is not displaying anything notice that okay sends to F should be Capital High M lower case click on search pin so now let's go and select the workflow which is related to approvals here is the workflow pin AP invoice approval selected okay select pin AP invoice approval workflow just wait for a second just to select the entire workflow including the nodes and it should display here just wait for a second it will select and it will display thank you now we can see now what we have to do is Select time called as assignments select tab folders assignments okay select app called as assignments so this is the workflow okay so this is a workflow this is all we call as a nodes by using this node so you can write the rules you can notice here invoice document this is related to invoice document this is related to advice lines line level also you can set the approvals if you want to set the approvals line wise you can use this notes if you want to set invoice level this is the these are the modes you can use first we have to understand how to enable and disable the nodes okay so what are the nodes we are going to use we have to enable and we have to write the rules within that what are the nodes we are not going to use you have to make sure that those are disabled so here three nodes here four nodes total seven nodes we have out of seven two nodes are enabled already you can see here so this is showing in this blue color like currently showing the blue color here also I currently showing in the blue color reminding all showing in the gray color that means these all are disabled these two only enabled okay let's see how to disable this select this node click on advanced here if you say ignore participant so if you say ignore participants this node will be disabled the same way you can select this go to Advanced to enable the checkbox as ignore participate it will be disabled if you want to enable any node you can select go to Advanced and it should say ignore participant you have to disable that's how it will enable this node if you want to disable or enable we have to come to this section with edit permissions let's see how it works so click on edit tasks edit mode you have to come here associate selection modifier it is advised to perform the synchronization operation before doing any edits it may take few minutes for the off okay start synchronization meantime we will check okay so first we have to click on edit then go to assignees fine now select so this node which is already enabled now you can say ignore when you say ignore it will disable select invoice documents related node go to Advanced signal this is how we can disable and you can click on Save okay click on commit nothing but deploy the changes we are going to commit we are going to deploy so okay so done so now you can go and verify so all nodes are visible so what are the node we require to set the rules to create the approved rules okay we can enable that node and we can create the rules within that node okay you can enable that node and we can create the rules within that so let's go and enable one node here and here before that we'll discuss few parts see here we have single participate okay this node name is single participant so you can use the upload group or you can just uh select approach with one person or multiple people or you can process here okay so and second part is here you can see this is parallel OK this is serial here replace cursory here let's go this is serial showing single basically it's a serial serial this is a parallel in this parallel this velocity is displayed the pop-up they are not giving as a serial okay basically this is serial node okay the approvals will go in the sequence here it will go all at a time like uh you you will be submitting the approval notifications to multiple multiple people at a time here here you can send the notification sequence one after one can approve so depending on the business scenario we can use it but even in the single also this is single you can group multiple people and you can manage the different approach for our testing purpose what we'll do is let's use this node let's enable this node and we'll go to create the rules within this okay select this node go to Advanced sorry here we didn't enable we have to go with edit mode click on edit go to assign is select this node go to Advanced uncheck foreign foreign okay this node has enabled now we can go to create the rule within this node if you want to create the rule within this node again you have to go with edit mode click on edit go to assignments okay here to create the rule click on this dot icon say go to rule here you can find one rule already you've already created this is sample rule this you can expand okay and click on this Advanced option so advancing settings and you have to inactivate it and activate now we have to create the new rule click on ADD okay do you want to create the two rows rule one if invoice amount is same or let's say a mix same or less than one rule expand here is condition each invoice amount is same or less than hundred dollars right click on search for invoice account do space and search here is the folder called as in what invoice header expanded within that we have a subfolder called as advise hormone directly you can select invoice amount or else you can expand it and you can select as a long value okay invoice amount can be represented with a long value you can select log value I'll directly you can select inversal it's a log value okay the invoice amount is what is the rule same or less than you can select same or less step click on search to enter amount here click on enable this constant checkbox 1300 right so this is invoice amount is same or less than 100 then and accept what is action say add approval click on this add up approval group select approval foreign group name so what is upload group name mxaz1 upload group one now what we have to do is this rule we have to validate click on validate check the status of this rule the rule validation message no validation errors or Warnings found if cool now you can click on Save and click on Commit done foreign click on edit go to assignees click on go to rule say create the rule name is second row more than 100 dollars foreign search for invoice amounts expand invoice header folder expand invoice amount folder you can select invoice summon folder directly errors that you can select log value and what is the rule more than hundred dollars select more than enter hundred dollars enter 100 enable constant Advent and say okay now this rule also you can set record go to them and add approval approved group who can approve invoice amount is more than 100 you can approve control group two people who are in the approved group two they can offer now this house you can validate and you can save on the comment no message warnings Etc same permit okay done so we created rules from synchronization process running but anyway we will go and test it now let's create invoice just I'll sign out and sign in not required ideally but just some synchronization process is running let me check this sign out on sign in not required you only to do this but just type it foreign click on create foreign it's okay [Music] to validate foreign now say if I just you can click on valid status here it is saying approvals are required okay if you want to make the payment for this invoice try to make the payment painful foreign must be approved before it can be paid this is a check okay so after approving only this invoice can be selected for pay now let's see how to approve it go to invoice actions go to approval and you can say approve it will be submitted for approval otherwise you can say initiate and initiate it will check the approval rule who is the right person to approve it will go to that person the person has to upload now as per approval rule since invoice amount is less than 100 dollars it will go to this person only Amex so approved group and the notification should come here after all notification should come okay the option is one after is here we'll get the notification you remember invoice number T1 I'm closing this go to navigator you have tables dashboard go to papers dashboard okay it should come under pinning approvals from others or pending the approach require my Approach or pending approach from others now in the current scenario it should come under this only because this need to be uploaded by same person same person has approved limit up to 100 hours and again it depends in seven steps as the workflows work some instances the workflows doesn't work let's see how it is in this instance okay we'll wait for some time here something is resulted or submitted by us we'll wait for some time it will display under can I ask a question here please uh when the same person is entering the invoice and initiating does he need again any notification yeah if you don't need any notification stuff clicking on initiate directly click on approve M system verify if the person the same life it will up initiate it yeah that is true initiate means somebody has to approve it definitely even if the same person created the workflow will trigger ingly notifications we cannot unless you click on approve there is a below like initiate there is one more option called action called as approved click on after yeah okay in case there is second lane when when the invoice is more than 100 once again I'll show you that point yes my point is cleared thank you requiring my approval here you can see this person is able to see the invoice okay for this invoice that's the same person has to approve say approval for invoice T1 from Amex the 80 okay supplier is also now this person this Amex got approval up to 100 right so the person can approve it click on it so now you can go to invoice workbench okay this is our invoice T1 click on this T1 invoice click on validated status now you can see approval workflow approved okay the rules we created within the workflow only ask for the rules they this invoice got approved okay done now if you want to verify how this invoice approved and who submitter who approved how it's routed you can go to invoice actions and go to view approval under notification history foreign who initiated this initiated by Amex so as per workflow this is assigned to a mix only final who approved a books so this is how just you can see the complete history of the notifications we initiated to whom it is a sign final who approved you can see that for example the same invoice you are you can go to approvals saying initiate directly click on approve and system will verify whether this person is right person to approve or not if this person is right person it will approve automatically okay this is also you can do if you initiate it will be routed and the notes case net will release if it is the right person directly you can click on offer it will be approved there are no notifications done now we'll create one more invoice as we plan we'll create invoice with more than 100 dollars as per this rule the notification should goes to abcmx right so click on create say T2 amount is 200 dollars foreign go to lines 200 validate oh boy it's validated and approves are required go to invoice actions go to approvals you can say initiate even if you click on output this cannot be approved this will be initiated for approval login so now you can say initiate bunch invoice number is D2 just say one closed from here if you go to variables dashboard there are under pending approved from others this user should be able to find the invoice right this user created invoice but that is pending from others see pending approach from others invoice number T2 among this current approval who is the current approach for this abcmics that is true that's what we create the rule this invoice amount is more than hundred dollars okay A B sub Max should approve ingly we created approved group now just sign out from the current user login as a abcmx user we created a user right now this users will get the notification for approval to this user right so that is the reason within the Navigator you don't find any tasks so more we can click so these are the default tasks this user cannot do any activity so this user got notification click on this notifications see the action required for invoice number T2 from the software is mxi and C for 200. accept the present or you can open this invoice to see the details click on this hyperlink this user can see the invoice details okay these are the details still if this user wants to see invoice you can click on this view invoice and the invoice information will be displayed this user can take action like up two hours say output this user can write some comments or you can just say submit that now sign out login as a mix user now go to Notifications you can find in the notification foreign foreign and go to invoice actions select view of prologue notification history okay so who initiated the MX is created initiated that notification is assigned to abcmx who approved this invoice abcmx so this is how you can just set the approval rule that will set another rule also that is related to employee supervisor see here we given the rule just if invoice amount is same or less than 100 that should be approved by MX irrespective of who is creating property business unit this is being created there is no other conditions and if it's more than 100 dollars Amex abcmx should approve other case we can go outside if any user is going to create invoice that should goes to that user supervisor there is no direct rule if any employee is going to create the invoice the NY should be submitted for that employee of supervisor them supervisor along with that we can set rules like based on the business unit based on the preparer where there are many multiple conditions we can set that anyway we'll see okay so after testing that we can just set all those that we call as employee supervisor right so I think back to that we have seen that tomorrow session today I could see a few people have missing as they mentioned okay that's all for today we can wind up look at these things you can make a note and you can try somewhere tomorrow session the approval Zone will continue how to create the rules with multiple conditions different conditions like based on the business unit based on the prepared except I will discuss all those that will test our employees to provide your approvals we can set up how that would be routed and we will test the system okay we're done for today any questions from anyone please