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R12.1.3:RequiredSetupsForPurchaseOrderApprovalUsingApprovalsManagementEngine
(AME)(DocID1487713.1)
InthisDocument
Goal
Solution
StillhaveQuestions?
References
APPLIESTO:
OraclePurchasingVersion12.1.3to12.2.3[Release12.1to12.2]
Informationinthisdocumentappliestoanyplatform.
GOAL
WhataretheSetupsRequiredforPurchaseOrderApprovalUsingApprovalsManagementEngine(AME)?
SOLUTION
Pleaseseestepsbelowincludingtherequiredrolluppatchtodeliverthefunctionalityalongwithscreenshotstoaidinthe
setupsrequiredforusingAMEforPurchaseOrderapproval.
FormoreinformationaboutusingBlanketPurchaseAgreementwithAMEseeNote1548540.1.
Step1ApplyRequiredRollupPatch
ApplythecurrentProcurementRolluppatchlistedinNote1468883.1.
ThisisnotavailableonRelease11i(11.5.10.2andearlier).Itisonlyavailableon12.1.3andhigher
Step2CreateandPopulateDocumentStyles
1.ChooseDocumentStylesmenuoption,seeimagebelow
2.ClickonCreatebuttontocreateanewDocumentStyle(canalsopickexistingDocumentStylelisted),seeimagebelow
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3.Populatethesefields,seeimagebelow
ApprovalWorkflow=POApprovalWorkflow
WorkflowStartupProcess=POAMEApprovalTop
AMETransactionType=PurchaseOrderApproval
AllowDocumentWithdrawalcheckbox(optional)
SendWithdrawalNotificationstoallApproverscheckbox(optional)
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Note:Theworkflowsettingsfromthedocumentstylepageoverridethedocumenttypeformsettings.
HereisanexampleofacompletedDocumentStylepage.
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Note:IfyouupdatetheStandardStyledocumentstyle,thenPurchaseOrderssubmittedthroughthePOEntryFormwill
uesthePOAMErouting.ThisisnotavailableforBlanketReleaseshowever.Seescreenshotbelow
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Step3ApprovalsManagementEngine(AME)Setups
1.NavigatetoApprovalsManagementEngine,BusinessAnalystresponsibility,seeimagebelow
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2.ChooseTransactionType=PurchaseOrderApproval,seeimagebelowandclickSetup,seeimagebelow
3.InthepagethatappearsseetheAttributes,Conditions,ActionTypes,andApprovalGroupstabs.Createtheappropriate
ConditionsandApprovalGroupsasneeded.Also,newAttributes(andsubsequentConditions)canalsobecreated.Seeimage
belowforlaunchingpointforthosepages
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4.CreateAMERule(s)withappropriateConditionsandActionsforthoseConditions,seeimagesbelow
a.FromAMEpageclickontheRulestaballthewayontheLeft,seeimagebelow.UsetheCreatebuttontocreateanew
RuleoruseUpdateicontoupdateexistingRules
b.ForanewRule,enterRuleNameandotherappropriatefields,seeimagebelow
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c.EnterConditionsforthisRule,seeimagebelow
d.EntertheappropiateAMEActionthatshouldbeappliedwhenthepreviouslyenteredConditionsaremet,seeimagebelow
e.PleaseseeimagebelowforcompletedAMERulethatshowsConditionsandActionsforthisAMERule
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5.SubmissionofPurchaseOrderthroughBuyerWorkCenter(notPOEntryform)usingtheDocumentStylefromscreenshot
abovecalled"AMEstandardpurchaseorder"
ThisdropdownisontherightsideofthepagenearthetopwhenintheOrderspageintheBuyerWorkCenter.Choosethe
documentstylethatwasupdatedtouseAMEtocreateandsubmitapurchaseorderthatwillrouteusingthesetupsdonefor
theAMETransactionType=PurchaseOrderApproval.
StillhaveQuestions?
JoinourgrowingOracleProcurementCommunityandlearnfromyourpeersandOracleonhowtoaddressyourunique
issuesinProcurement.
1.AccesstheCommunitypagedirectlyathttp://communities.oracle.comorviaMyOracleSupportwith
https://supporthtml.oracle.com,loginthenclickontheCommunitytab.
2.InSelectasubspacetoparticipateorstartadiscussionenterProcurement.
3.DoubleclickonProcurement(MOSC)fromthelist.
4.ClickonStartaDiscussionlinkundertheActionssectionandsubmityourquestion.
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REFERENCES
NOTE:1548540.1BlanketPurchaseAgreementUsingAME,StuckanIncompleteStatus
NOTE:434143.1HowToSetupAndUseApprovalManagementEngineAMEForPurchasingandiProcurementDocuments
NOTE:1487661.112.1AME:Approval,EReview,ESignandWithdrawalFeaturesforPurchaseOrders
Didn'tfindwhatyouarelookingfor?
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