Introduction:
Addressing the self-approval concern for expenses and other documents after setting up a vacation rule in Oracle Fusion. You can prevent self-approval of expenses by selecting the “Prohibit Self-Approval by Users” checkbox in BPM under task configuration.
Cause of the issue:
In Oracle Fusion, granting a manager’s approval access to a subordinate during the vacation rule setup can raise self-approval concerns for auditing purposes.
How do we solve:
In Oracle Fusion, the Business Process Management (BPM) setup allows administrators to implement specific controls that can restrict self-approval of documents, such as expense reports and purchase orders. This is particularly useful when setting up vacation rules or delegation of authority, where there is a risk that a subordinate, who has been temporarily granted approval authority, might approve their own documents or those where there could be a conflict of interest.
Step 1: Open BPM Worklist
Navigate to the instance and click on the notifications icon > “More details” to access the BPM worklist.
Step 2: Access Task Configuration
Click on your profile name > Select “Administration” > Click on “Task configuration.”
Step 3: Search for Approval Task
Search for “FinExmWorkflowExpenseApproval.”
Step 4: Edit Task Configuration
Click “Edit task” and select “Configuration.”
Step 5: Enable Prohibit Self-Approval
Check the box for “Prohibit self-approval by users named in these payload attributes.”
Add the “task creator” attribute by clicking the plus icon and inserting it into the expression.
Also, check the box “Reassign approvals to the user’s manager.”
Step 6: Save Changes
Click “Save and commit” to apply the changes.
Note: Please refer to the attached document for detailed steps
restricting-self-approval-in-oracle-fusion
Conclusion:
By implementing this approach, we can effectively prevent self-approval of expense and other purchase documents, ensuring that the vacation rule does not trigger any audit concerns in Oracle Fusion. This method safeguards the integrity of the approval process, maintaining compliance and avoiding potential conflicts of interest during the manager’s absence.
