In Oracle Fusion Applications, an Approval Matrix defines who approves what based on business rules. Whether it’s a Purchase Order, Invoice, Expense Report, or Journal, organizations need a clear approval hierarchy to ensure compliance, control, and accountability.

This blog explains the step-by-step process of setting up an approval matrix in Oracle Fusion using BPM Worklist and Approval Groups.

What is an Approval Matrix?

An approval matrix in Fusion determines the routing of approvals for business transactions.
It can be based on:

• Document attributes (amount, supplier, BU, cost center, etc.)
• Supervisory hierarchy (line manager chain from HCM)
• Position hierarchy
• Approval groups (predefined approvers)
• Custom conditions (expressions in BPM)

Steps to Configure Approval Matrix in Oracle Fusion

1. Enable Approval Rules

• Navigate: Setup and Maintenance → Functional Area (Procurement, Payables, Expenses, General Ledger)
• Search for tasks such as:
  • Manage Approval Groups
  • Manage Approval Rules

Enable approval processing for the required document type

2. Navigate to BPM Worklist

• Go to: Navigator → Tools → BPM Worklist
• Open Task Configuration.
• Each module has a predefined approval task:
  • RequisitionApproval → Requisitions
  • POApproval → Purchase Orders
  • InvoiceApproval → AP Invoices
  • ExpenseReportApproval → Expense Reports
  • JournalApproval → Journals

3. Create Approval Groups

• Go to Manage Approval Groups in Setup & Maintenance.
• Define groups such as:
  • Finance Manager Group
  • CFO Group
  • IT Manager Group
• Assign users or roles to each group.

4. Define Approval Rules in BPM

Inside the BPM Worklist:

1. Select the appropriate task (e.g., POApproval).
2. Navigate to the Rules tab.
3. Add rules using conditions and actions:
   • Condition: PO Amount > 100,000
   • Action: Route to CFO Approval Group

5. Approval Routing Options

Fusion supports multiple routing methods:

1. Supervisory Hierarchy – Routes approvals through line managers.
2. Job/Position Hierarchy – Based on organizational positions.
3. Approval Groups – Fixed set of approvers.
4. Dynamic Rules – Driven by transaction attributes.

6. Test & Validate the Rules

• Submit a transaction (Invoice/PO/Expense).
• Check approval flow in Transaction Console → Workflow.

Ensure it matches the intended matrix

Example – PO Approval Matrix

Requirement:

• PO ≤ ₹50,000 → Auto-Approve
• PO > ₹50,000 ≤ ₹1,00,000 → Department Manager Approval
• PO > ₹1,00,000 → CFO Approval

Configuration:

• Rule 1: Amount ≤ 50,000 → Auto-Approve
• Rule 2: Amount > 50,000 & ≤ 100,000 → Route to Supervisory Hierarchy (1 Level)
• Rule 3: Amount > 100,000 → Route to CFO Approval Group

Conclusion

Configuring an approval matrix in Oracle Fusion ensures that transactions follow the right authorization path, improving compliance and accountability. By leveraging BPM Worklist, Approval Groups, and Rule Conditions, organizations can design a flexible approval framework aligned with business needs