The Feature

Do You Want to Delegate or Transfer That Oracle Notification?

January 25, 2006 on 2:00 pm | by Marian Crkon | In Feature of the Week, How To Guides | 7 Comments |  Print |  Email

Overview

The WF: Notification Reassign Mode profile option determines the forwarding functionality that is available to employees. If you set the WF: Notification Reassign Mode profile option to Reassign, employees see the Reassign button on the notification.

How This Profile Works with Oracle Internet Expenses

When the expense report notification is delegated to another employees, the original recipient of the notification remains the owner, i.e. remains the approver, and must have sufficient signing authority.

When the expense report notification is transferred, the notification is forwarded and the new recipient becomes the owner of the notification. Now the new approver must have sufficient privileges to approve the expense report.

How This Profile Works with Oracle Purchasing

According to Metalink Note Unable To Reassign A Notification Using The Transfer Option (Metalink login required), transferring the ownership of the notification is not allowed in Purchasing approval notifications! This is documented in the Viewing and Responding to Notifications in the Oracle Purchasing User’s Guide.

The reason why Transfer is not allowed is that it affects only the notification itself and not the document associated with the notification, so the document notification when transferred only transfers the notification ownership and not the document. Delegation of the document delegates the document ownership and thus allows auditing history to occur and to correctly record activity performed against the document in the document’s action history. A transfer action of the notification would miss this auditing capability.

Clicking the Reassign button lets employees choose between transferring or delegating that notification. If you set the WF: Notification Reassign Mode profile option to Delegate, employees will see the Delegate button. When employees click the Delegate button and enter an employee name, the notification is delegated to that employee that is entered. When a notification is delegated to employees the notification is forwarded to the delegated employee, but the original recipient of the notification remains the owner.

If you set this option to Transfer, employees will see the Transfer button. When employees click the Transfer button and enter an employee name the notification is transferred to that employee that is entered. When a notification is transferred, the notification is forwarded and the new recipient becomes the owner of the notification.

Assign the WF: Notification Reassign Mode profile option to the workflow responsibility. The WF: Notification Reassign Mode profile MUST be set to ‘Reassign at the site level, and ‘Transfer’ at the responsibility level for the Transfer function to work.

The WF: Notification Reassign Mode profile option has no bearing on the Grant Worklist Access function, which delegates access to your whole Worklist (all notifications) to an employee you grant access to.

Note:The profile is still referred to as FND: Notification Reassign Mode in Oracle documentation. It has been renamed to WF: Notification Reassign Mode.

7 Comments »

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1. [...] WF: Notification Reassign Mode profile option determines the forwarding functionality that is available to employees. See Do You Want to Delegate or Transfer That Oracle Notification? article. [...]

   Pingback by The Feature » How To Set Up Oracle iExpenses — September 26, 2007 #

2. hi?Marian?I met a problem when I tried to use the “Vacation Rules–Transfer notification ownership”. After I set my rule for this and Transfered notification ownership to a new role, the new role must approvaled twice before the transaction finished. the workflow looking like goes as: me–the new role –the new role.I don’t get it!

   If I don’t set the “Vacation Rules–Transfer notification ownership”. And just reassign my Transfer notification ownership to a new role for sigle trasaction, the workflow goes as: me–the new role–me.

   I confused.

   pls help me, you may send the solution to the e-mail address zhou.yang@hand-china.com or yangzhouxs@yahoo.com.cn. Thank you so much.

   Comment by Jeff Yang — April 8, 2009 #

3. Hi Yang,
   Sorry about your problem. Check the signing authority for people you expect to approve your documents. As described above, when the expense report notification is transferred, the notification is forwarded and the new recipient becomes the owner of the notification. Now the new approver must have sufficient privileges to approve the expense report.
   Marian

   Comment by Marian — April 14, 2009 #

4. Dear Marian,
   sorry for late reply.Do you mean that If I use the “Vacation Rules–Transfer notification ownership”. I must ensure the new owner have the sufficient privilege, then the workflow might go as: me–the new role–me,otherwise, it goes as me–the new role –the new role?

   Regards
   Jeff

   Comment by Jeff Yang — May 11, 2009 #

5. Jeff,
   If you delegate notifications to someone else, he or she becomes the first approver and workflow follows and checks for appropriate approval limits in his or her approval hierarchy. Workfloe does not route the notification back to you but rather, looks for the next approver in the hierarchy of a new approver… Makes sense?

   Marian

   Comment by Marian — May 14, 2009 #

6. We have a problem in our client’s place where a person MGR-XYZ assigns a subordinate XYZ as an alternate approver when MGR-XYZ is on a vacation (using Vacation Rules). (MGR-XYZ is XYZ’s manager). Now, here it so happens that XYZ now creates an expense report and since MGR-XYZ is on a vacation and since XYZ is the alternate approver, he can approve his own expense report. And they need a way to prevent this. Just wondering how this scenario can be handled? Programatically or via any Setup in iExpenses?

   thanks much for your help.

   Comment by Srini — November 19, 2009 #

7. The requirement is Vacation Rule should be defined to a subordinate(B) as other subordinate (A)when submits Expense Report it should go to (B) for approval and not to Supervisor(M) and the Expense Report should get approved by (B)and should not again require (M) to approve the Expense Report. Can anyone suggest any work around for the above scenario.

   Comment by Vani Garlapalli — October 19, 2010 #

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