Approvers can access delegated Oracle transaction approvals in Oracle Financials if they return to office sooner than expected or if their delegate has not acted on certain transactions.
Access Your Delegated Oracle Transaction Approvals
Before You Start
- You need a SUNet ID and password.
- Use this process only for approvals you previously delegated.
- Go to Oracle Financials
- Select Login
- Enter SUNet ID and password, if prompted
- On the Oracle Home page Worklist, select Full List to open all notifications
- On the Worklist page, select Notifications From Me in the View drop-down menu
- Select Go
- Select a transaction you want to review from the Worklist
- Select the transaction link in the Subject column to open notification details
- Follow standard approval procedures to approve, hold, or reject transactions. For more detail, refer to Roles and Responsibilities of Approvers
Selecting Approve or Reject returns the screen to the Notifications Worklist.
What Happens Next?
- Transactions route to the next approver, if any.
- As needed, audit transactions considering the following:
- For iBudgets, iJournals, Expense Requests (Expense Reports, Advance Requests, Non-PO Payments, and Petty Cash Replenishments), Labor Distribution Adjustment, and PCard workflows approved through Notifications From Me, the record does not show that the item was delegated. The Vacation Delegatee’s SUNet ID does not appear in the record.
- For Requisitions (iProcurement non-catalog, SmartMart, and Amazon Business) approved through Notifications from Me, Approval History shows “Delegated” in the row with the original approver's name. Notes also include the message entered when the Vacation Rule was created. The next row shows the Vacation Delegatee and indicates that they approved the transaction when they took no action. However, the reserved and approved lines show only the original approver, who actually approved the transaction, thus preserving the audit trail.