Approval Management Engine (AME)

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Setup for AME Responsibility


Author: Kamtala Praveen

Creation Date: Jan 20, 2010

Last Updated: Jan 20, 2010



Approvals:
Project Sponsor
Project Manager









Approval Management Engine (AME)
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Document Control
Change Record1
Date Author Version Change Reference







Reviewers







Distribution






Name Position





Copy No. Name Location

1
Library Master Project Library
2
Project Manager
3
Steering Committee Members
4



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1. Overview 1

2. Introduction 1

3. Setup 2

3. 1. Setup AME for AP transaction 12

4. Transaction Processing 19

5. Notes 27

6. Roles & Responsibility for Data Migration 28










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1. OVERVIEW:

The purpose of Oracle Approvals Management (AME) is to define approval rules that
determine the approval processes for Oracle applications. The following graphic
illustrates the typical approval process used in an organization.


2. INTERDUCTION:

AME is a simple to use Rules Engine for Defining Approval Policy and it is generic
engine can be used where no integration currently exist, even with non EBS modules.
Standardizing on one engine reduces costs for customer as well as consulting since only
one set of skills required, None or only minimal coding required to setup rules
















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3. Setup for AME responsibility:
1. Login as user and add the Responsibility.

Navigation -->System Administrator--> Security--> User --> Define (query user and add
Resp.)

2. Add AME Responsibility to your existing user account and give an appropriate
effective date.

3. Save the record.







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4. Login as SYSADMIN user.
5. Switch the responsibility to User Management and Navigate to the Users function.

6. Query for the newly created user.

7. Click on the update action from the result table.


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8. In the Update User page, click on the Assign Roles button.



Click on the assign rules .next one window will open




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9. in the search window, query for Approval.

10. Following five roles will be displayed.

11. Select all five roles.























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12. After selecting the Roles, provide the Justification for the role and the effective date.



Save and Apply.
13. After completing the action, you can query back the same user and can verify the list
of roles being attached to the user.

14. Now switch the Responsibility to Functional Administrator.

15. Click on create grants under the grants sub-tab.



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16. Enter a Grant Name and provide an effective date.

17. Navigate to the Security Context region and select the Grantee Type as Specific
User
18. In the Grantee field select the newly created User

19. In the Data Security region select AME Transaction Types as the Object.





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20. Clicking next will take you to the Select Object Data Context page.

21. You have a default value of All Rows in the Data Context Type, leave it as it is, and
Navigate further.



22. In the Define Object Parameter and Select Set page, enter AME Calling
Applications as the value in the Set field.




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23. Clicking next will take you to the Review page.

24. Verify the information and submit the transaction.

25. Save the data.

Now you can login as created user.

You should be able to see the following responsibilities:
A). Approvals Management Administrator
B). Approvals Management Business Analyst


3. 1. Setup AME for AP transaction


Click Approvals Management Business Analyst



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Select the transaction type Payables Invoice Approval















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Click Attributes
It will show below screen




Create your custom attribute according to your requirement.
Test Case:
Here we mentioned for operating unit name..
Query:
Select hro.name from ap_invoices_all api, hr_operating_units hro where api.invoice_id =
transactionId
and hro.organization_id = api.org_id





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Create custom conditions as per your requirement.
Mentioned test screenshot below



Click on Apply.




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Click action types
=>use existing action type
Select approval-group chain of authority while Create action type
You can find below screen shots
Below two we created as Require approval from ANC_APPROVER




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Click approver groups. Find below screen shots
We created approval groups



You can find below screen shot.
Here you can find approver names.




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Finally step to create Rule. Click Rules
You can find below screen shot.

Click on ANC Rules.


Set up is done.




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4. TRANSACTION PROCESSING:
Login to Payable Responsibility and make a transaction for the approval.












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Now validate the invoice from actions button and status will show as validated.



Approval field be showing as required.










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Again click on the Actions button to do Approval.

Click on Initiate Approval.
Status of Approval will be Initiated.



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We see from the Reports.
Click on Reports and click Invoice Approval History.

We see the Approvers in Approver Field.













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Login to the Approve user he can find the Notification form where the transaction has
come in his login page and he can Approve by clicking on the notification.

By clicking on notification it will move to next level.
Click on Approve.



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After login to the next user he sees the notification in login page.

Clicking on notification he can see the transaction that has Approved

And he can Approve or Reject.



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Once its approved the status of the transaction in Approve field Workflow Approved.

Now you can see from the Reports tab who all are Approved the Transaction.



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This notification also can be sent your Official Mail also it should be configured in the
workflow manager.













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5. Notes



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6. Roles & Responsibility for Data Migration

























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