Summary

Misc Transaction Approval - practical to use E-records and E-signature ?

Content

Hi Cloud Experts,

I have configured E-Records and E-Signature functionality for the approval workflow of Misc. Transactions as per the documentation and Metalink notes but the process flow seems quite impractical to use in day-to-day operations.

The approval task for Misc. Transactions is an Inline(v/s deferred) type, this means that transactions is not saved to database until approvals are completed.

After the transaction is submitted by the user, the manager gets notified. If the manager approves immediately, then the user/submitter can refresh the E-signature screen and save it. However if approval takes little longer, then the submitter has no option to search for the submitted transaction as the transaction has not been saved yet. If the user and the manager are co-located and communicating out-side the system, then only this can work otherwise it is not practical. Please validate my observations based on your experience and help answer the following  -