Expense report workflow Signing limits & Managerial Hierarchy. Picks wrong approver

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Posted on by Pradeep Itnal

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I have setup signing limits policies for Expenses reports. My signing limit policy says that, if the total expenses on my expense report is more than 5000 USD then approval should go for my managers , manager. My manager has approval/signing limit upto 3000 USD. I have setup a workflow in travel and expense module and in approval step , in “hierarchy selection” tab, i have selected ”Managerial Hierarchy” and added a stop condition as below

" Employee.Approval Limit.Expense report >= ExpenseReport.totalExpense report amount "

After this setup, when i raise a expense report, it loops only to my immediate reporting manager.(needless to say that setup of reporting manager is made in HRM in positions form).

What could have gone wrong??? can some one throw some hint? i have referred below link but no luck.

http://daxing2012.wordpress.com/2013/05/02/198/

Your help is much appreciated.

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Jonathan Halland 11,310 on at

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Ensure that the option to "assign to only last user retrieved" is selected, not the exclude option as per blog post.

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Hello,

Can you please check if your "ExpenseReport.totalExpense report amount" is coming correctly by running following job.

static void calcExpReportTotalAmt(Args _args)
{

print TrvExpTable::findRecId(5637146080).total();
pause;
}

where 5637146080 is recId of your expanse table record.

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Pradeep Itnal 3,248 on at

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I did try with both but looks like there seem to be an issue.

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Pratik Bhosle 414 on at

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Hi Pradeep did you get resolved this as I have same scenario and need to set up, see if you can throw some light on condition.

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Pradeep Itnal 3,248 on at

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While doing the assignment , in the hierarchy selection tab select the hierarchy type as , Managerial hierarchy based on signing limits... not the managerial hierarchy have you set Signing limits? .

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Pratik Bhosle 414 on at

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yes i did signing limits as well as approval limits.

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Community Member on at

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Hi Pradeep,

Hope you are well. Did you get help resolving this? I have them same looping of the approver, but I am using manager line level and the approval just keeps going to the immediate line manger for approval. I cannot find any solution to this kind of issue. Did you get anywhere?

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Hi

I guess its a bug in base ax2012r3,

If you look into details for WorkflowLimitHierarchyProvider class' getNextNode() method

you will see following condition :

if(_workflowContext.parmTableId() == tableNum(TrvExpTable))
{
trvExpTable = TrvExpTable::findRecId(_workflowContext.parmRecId());
personnelNumberId = HcmWorker::find(trvExpTable.CreatingWorker).PersonnelNumber;
}
else
{
personnelNumberId = _nodeId;
}

Above condition always returning original submitter, so the approval going to the same person, never going into the else condition.

i found following code in CU11 :

// Ensures that expense report workflow using managerial hierarchy assigns a user beyond
// the first level in the hierarchy
if(_workflowContext.parmTableId() == tableNum(TrvExpTable) && _level == 0)
{
trvExpTable = TrvExpTable::findRecId(_workflowContext.parmRecId());
personnelNumberId = HcmWorker::find(trvExpTable.CreatingWorker).PersonnelNumber;
}
else
{
personnelNumberId = _nodeId;
}

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