MarkView Approvals and Approval hierarchy - What diagnostic steps should I follow and what information should I gather when there is an issue with Approvals and Approval hierarchy ?
Summary
If you encounter an issue with Approvals and Approval hierarchy, please check the following items and be prepared to provide these items to Kofax Technical Support:
- The
MVT_HIERARCHY_API_CUSTOM
package specification and body. - The User IDs of all users involved in the issue; for example, we need the User ID of the current user, the current user's supervisor, the current user's alternate, the supervisor's alternate, and so on.
- The output of the MarkView preferences script attached to the FAQ 480. Title: What are the MarkView system preferences?
URL: - For the workitem in question, the output of the Workitem History script attached to the FAQ . The list of Alternate User Assignments; you get this information from SQL*Plus table data from
SF_ALTERNATE_USER_ASSIGNMENT
.
Examples of hierarchy errors that can result in workitems routing to the Workflow Administration queue:
Error Message |
Cause |
Resolution |
---|---|---|
ORA-20700: MVT_Hierarchy_API_Custom.GetNextApprover : ORA-20736: MVT_Hierarchy_API_Custom.GetMarkViewUserID |
Current user does not have a supervisor set up in the hierarchy or the supervisor is set up in the hierarchy but not in MarkView. |
Ensure current user and their supervisor are active and set up correctly in both the hierarchy and in MarkView. Be sure to note the effective dates of both. |
ORA-20700: MVT_Hierarchy_API_Custom.GetNextApprover : : ApprovalUserID : XXXXX, AppsInstance : , HierarchyType : ; - ORA-06502: PL/SQL: numeric or value error |
An arithmetic, numeric, string, conversion, or constraint error occurred in custom code in the MVT_Hierarchy_API_Custom package body. |
Investigate the MVT_Hierarchy_API_Custom package body. Identify the location of the error. Modify to ensure such an error/violation does not re-occur. |
MVT_Hierarchy_API_Custom.GetApprovalLimit : Could not determine distribution for invoice XXXXX |
System configured to use hierarchy rules to derive a user's signing limits for an invoice based on first or max distribution line, but dist_code_combination_id cannot be found on the ap_invoice_distributions_all for the invoice in question. |
Ensure the item is attached to the expected Invoice ID via the Workflow History output. Ensure that the expected records for this invoice exist on the ap_invoice_distributions_all table. Check to see if the distributions have been reversed. |
MVT_Hierarchy_API_Custom.GetMarkViewUserID |
User exists in MarkView but not in SQLFlow. (There is an active record in the sf_user_profile table for user XXXXX, but not in the mv_user_profile table). |
Set the user up in SQLFlow via SQLFlow Administration. |
MVT_Hierarchy_API_Custom.GetMarkViewUserID |
User exists in SQLFlow but not in MarkView. (There is an active record in the mv_user_profile table for user XXXXX, but not in the sf_user_profile table). |
Set the user up in MarkView via MarkView Administration. |
MVT_Hierarchy_API_Custom.GetApprovalLimit Could not determine org id for invoice - XXXXX |
An org_id value could not be found on the ap_invoices_all table for invoice id XXXXX. |
Ensure the invoice has not been deleted from the ap_invoices_all table, and ensure it's org_id value is not null. |
Additional approval is required | Invoice amount is larger than the approving user's approval limit. | Check the user's approval limit (in Oracle or on the MarkView side) depending on the configuration of your MVERP_HIERARCHY_TYPE preference |
Keywords: approve approval hierarchy