How to setup delegation or vacation rules in oracle

How to setup or create delegation or Vacation rules in oracle cloud 

Here in this post we will see how to setup or create delegation or Vacation rules in oracle cloud.

First let us understand why we need to delegate approval or setup vacation rules in oracle. There are situations when we are on vacation or out of office and do not have access to application or system to approve the Invoices/Journals/order/budget etc. In such cases we can delegate, re-assign approval in oracle on our behalf to someone else for that time period so that there is no delay and business runs smoothly.

Click here to know difference between delegate and reassign of approval in oracle

 

For the above requirement we have feature available in oracle cloud known as Vacation rule setup.

Let us see how we setup/create delegation or vacation rules in oracle cloud.

Steps to setup/create delegation or Vacation rules in oracle cloud.

Below are the detailed steps given on how to setup delegation or vacation rule in oracle cloud. You can easily follow the steps and setup delegation or vacation rules in oracle.

 

Step 1 : Login to Oracle Cloud. On the home page click on the bell Icon and Click More details

                              

Step 2 : On the right hand side top corner under your user name select > Preferences

How to setup/create delegation or vacation rules in oracle/fusion

Step 3 : Delegation or Vacation Rules setup window will open up in oracle cloud

               Select the check box Enable Vacation Period

               Enter start and end date (dates between which you want to delegate or reassign the approval)

               Under re-assign or delegate select the user email Id  to whom you want to delegate or reassign  the approval on your behalf.

(click here to know difference between delegate and re-assign of approval rule in oracle)

 

 

How to setup/create delegation or vacation rules in oracle/fusion

Click to read - What is accounting and reporting sequence in oracle cloud

How to setup vacation rules in oracle cloud ||How to setup delegation rules in oracle cloud | How to setup vacation rules in oracle fusion || How to setup delegation rules in oracle fusion

Difference between delegate and reassign approval in oracle approval workflow

 

What is the difference between delegate and reassign approval in oracle cloud approval workflow

Difference between delegate and reassign approval in oracle approval workflow

In this post we will see what is the exact difference between delegate and reassign of a approval in oracle cloud. We will understand the difference between delegate and reassign with an example. Normally there are scenarios where we have requirement that we have to transfer approval to some one else on behalf of us. There may be chances when you are on vacation or out of office, in such scenarios we can delegate or reassign approval. In oracle we need to understand the exact difference between delegate and reassign approvals as there is minute but signification difference in that.

 

Let us see the exact difference between delegate and reassign approval in oracle cloud approval workflow with example

Let us assume we have an approval notification ( may be journal approval , payment , project budget , PO , sales order etc. )

Now this approval has gone to an approval hierarchy User A ->User B ->User C

Now Case 1 : What happens When I Delegate approval in oracle cloud

Le say User B has delegated the approval on his behalf to User D then the approval workflow will be like this

User A  ->  User D  ->    User C

Note : In this case User B and User D both will receive the notification of approval but only user D can take the action

 

Now Case 2 : What happens When I Reassign approval in oracle cloud

Le say User B has Reassigned the approval on his behalf to User D then the approval workflow will be like this

User A  -> User D   ->    (Supervisor of D) and next till last approver approves it

Note : In this case User D will receive the approval the notification and it will follow the User D’s approval hierarchy. Here the approval hierarchy will be changed.

From the above two example we are now in position to understand the exact difference between delegate and reassign approval in oracle cloud. We can use both delegate and reassign approval feature as per our requirement and convenience. In our next post we will see how to setup delegation and reassign rule in oracle cloud.

Click to read : How to configure accounting and reporting sequence in oracle cloud

Click to read: How to setup vacation rule to delegate the approvals 

Difference between Delegate and Reassign Approval in oracle cloud approval workflow||Difference between Reassign and Delegate in approval|| Delegate approval||Reassign approval in oracle workflow cloud.