1/10/2017 AMESetup|OracleAppsReference

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AMESetup

Posted:December1,2013inPurchasing
1
AssignAMERolesandResponsibilities

1.NavigatetoUserManagementResponsibility>Usersandsearchfortheusertowhomyouwishto
grantAMEroles.(CannavigatefromanyuserwhichhasSecurityAdministratorRoleorfrom
SYSADMINuser).

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2.ClickonUpdateiconacrosstheusernameandintheupdateuserpage,clickonAssignRolebu on.

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3.SearchforApproval%andselecttheRoles:ApprovalsManagementAdministrator&Approvals
ManagementBusinessAnalyst.

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4.Specifyjusticationandrelevantdatesforthenewlyassignedroles,andclickApplytoassignthe
rolestotheuser.

GrantTransactionTypeAccesstoUsers

1.NavigatetoFunctionalAdministrator>Security>GrantsandclickonCreateGrantsbu on.

2.Createagrantwiththefollowinginformation:

Name
GranteeType=ALLUser

Object=AMETransactionTypes
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Object=AMETransactionTypes

YoucanalsosetGranteeTypeasSpecicUserandsettheyourusernameasGrantee

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3.ClickNextbu onandselecttheObjectDataContextasAllRows.

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4.ClickNexttodenetheobjectparametersandSelectSetasAMECallingApplications

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5.ClickNext,reviewthesetupsandthenFinishtheprocess

CreatenewtransactionType

1.NavigatetoApprovalsManagementAdministratorresponsibility>AdminDashboardandclickon 3/16
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1.NavigatetoApprovalsManagementAdministratorresponsibility>AdminDashboardandclickon
CreateTransactionTypebu on(Responsibilitywillbeavailablebecauseoftherolesassigned)

WearegoingtocreatenewtransactiontypeinreferencewithseededPurchaseRequisitionApproval
transactiontype.

2.SelecttheapplicationandenterTransactionTypekey&TransactionTypeName.ThenClickNext
bu on.

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3.Inthedropdown,selectLineItemandclickonGobu on.AnotherrowforLineItemwillbecreated.

Changetheordernumberto2andthenentertheSQLqueryinQuerywindow.ClickonValidatebu on
andclickonApplybu on.

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4.ClickNextbu onandenterthedetailsasinbelowscreenshot.(ClickValidatebu onafterentering

eachquery).

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5.ClickNextandthenFinishbu on.

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AMESetup
1.NavigatetoApprovalsManagementBusinessAnalystResponsibility>BusinessAnalystDashboard
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1.NavigatetoApprovalsManagementBusinessAnalystResponsibility>BusinessAnalystDashboard
(Responsibilitywillbeavailablebecauseoftheroleassigned)

2.UsetheTransactionTypeLOVtosearchandselectthetransactiontype.Weareusingthenewly
createdtransactiontypeGOVPurchaseRequisitionApproval.

SeededTransactiontypesavailableforPurchaseRequisitionsarePurchaseRequisitionApproval,
InternalRequisitionApprovalandRequesterChangeOrderApproval.

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A ributes:

1.SelectA ributesiconandclickonUseExistingA ribute.

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2.UnderSearch,selectoptionsasinbelowscreenshot.AfterselectingREQUISITION_TOTALandclick
oncontinue.

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3.SelectusagetypeasDynamic.Enterthequery,validateandclicknish.

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4.SimilarlyaddITEM_CATEGORYa ributealso.

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5AlsoaddbelowmentionedA ributesasitsrequiredforselectingsomebasicActiontypes
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5AlsoaddbelowmentionedA ributesasitsrequiredforselectingsomebasicActiontypes

TRANSACTION_REQUESTOR_PERSON_ID(RequiredforSupervisorylevelActionType)

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ALLOW_EMPTY_APPROVAL_GROUPS(RequiredforapprovalgroupchainofauthorityAction
Type)

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Condition:

1.ClickonConditionsiconundersetuptab.Bydefaulttherearesomeconditionsavailable.Stillwecan
createnewconditionbyclickingCreatebu on.

2.SelecttheA ribute,entertheStringvalue/RequisitionTotalandthenclickApplybu on.

ConditionforITEM_CATEGORY

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ConditionforREQUISITION_TOTAL

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AnotherconditionforREQUISITION_TOTAL

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3.Youcanseethenewlycreatedconditionalongwithexistingconditions

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ActionTypes:

1.ClickonActionTypesiconundersetuptabandthenclickonUseExistingActionTypebu on.

2.SelectbelowmentionedtypesandclickonContinueBu on.

Supervisorylevel
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Supervisorylevel
approvalgroupchainofauthority

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3.ThenclickFinishbu on.

ApproverGroups:

1.ClickonApproverGroupsiconundersetuptabandthenclickonCreatebu on.

2.EntertheGroupName,Description,OrderNumberandselecttheVotingmethod.Alsoaddthe
approversandclickapplybu on.

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3.SimilarlycreatetheremainingApprovalGroups.

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RulesSetup:

1.ClickonRulesTabandthenonCreatebu on.

2.EntertheRuleName,selecttheRuleTypeandclickonNextbu on.
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3.AddtheConditionsusingtheAddConditionsbu onandclicknextbu on.

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4.ClickonAddActionsbu ontoaddactions,clicknextandthenFinish.

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5.Similarlycreateallrules.

AME_MANAGER
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AME_MANAGER

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AME_CATEGORY

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EnableAMEforRequisitionApproval

1.NavigatetoPurchasingSuperUser>Setup>Purchasing>DocumentTypes

2.Clickupdatebu onagainstPurchaseRequisitionDocumentType

3.AssignnewlycreatedtransactiontypetoApprovalTransactionType

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Testing

Requisitionwithtotalamount900USD(Lessthan10000USD)

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Requisitionwithtotalamount13500USD(Greaterthan10000USDandlessthan1000000USD)

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Requisitionwithtotalamount1000USDandusingcategory204.53

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Comments
kashishsays:
November23,2016at10:10am
Gooddocument..QuitehelpfulforwokingonAME..

Reply

CreateafreewebsiteorblogatWordPress.com.

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