AME GL Integration & Troubleshooting

ATTENTION – AUDIO Options
Option 1: Voice Streaming Audio Broadcast Option 2: Teleconference (Dial In)

• No need to dial in on a telephone • Requires telephone to dial in
• Questions can be asked over the phone or in the
• Questions can be asked via WebEx Chat box WebEx Chat
• Details
• If you are listening via voice streaming and it – Conference ID: 88126259
stops, go to Communicate -> Audio Broadcast to – International dial in: +1 (706) 634-8961
restart the streaming audio – US Free call: +1 (877) 664-9143
– List with national toll free numbers is available
in Doc ID 1148600.1
– View anytime during the conference using
Communicate > Teleconference > Join
Teleconference from your WebEx menu
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 2

Upcoming Advisor Webcast Schedule
 Check out Document ID
740966.1
 Select your area of interest
 Scan through the list of Current

Topics
 Register for the session of your

interest
 For upcoming Oracle E-Business

Suite Advisor Webcasts &
archived recordings, see
Document ID 1455369.1

Oracle Advisor Webcast
Approval Management Engine (AME)
Integration with General Ledger &
Troubleshooting
Sreekumar Nair
Senior Support Engineer
June 07, 2017

Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Oracle Advisor Webcast
Approval Management Engine (AME)
Integration with General Ledger &
Troubleshooting
Sreekumar Nair
Senior Support Engineer
June 07, 2017

Objectives
• Learn basic setups for Approval Management Engine (AME )
• Understand how General Ledger is integrated with Approval

Management Engine (AME)
• Troubleshoot some of the common issues

Program Agenda
1 Introduction
2 Basic Approval Management Engine (AME) Setups
3 AME - GL Integration
4 Debugging & Troubleshooting Methods
5 Known Issues

Approval Management Engine (AME) Introduction
• Simple, effective business rule definitions for approving transactions
• Create approval processes with better flexibility
• Define business rules based on combinations of attributes
• Define approval list based on:
– Supervisory Hierarchy from Oracle Human Resources (HR)
– Approval Groups
– Dynamic approval based on attributes

AME Implementation Process Mandatory
Optional
Setup AME: Installed Plan Approval Process

Install AME Setup AME Security
User Profile
Implement Plan Test Case Identify components of

Identify Business Case
Transaction Type Approval Process
Configure Transaction Create Conditions Create Approval

Create Attributes
Type Groups
Additional Tasks
 Create Custom Test Approval Rules Define Approval Rules Identify Action Types
Transaction Types
 Configure Oracle App
to use AME

How is AME Delivered & Installed?
• Delivered/bundled with Core Human Resource Management System
(HRMS) products
• Installed when Human Capital Management (HCM) is installed

Program Agenda
1 Introduction
5 Known Issues

Basic Approval Management Engine (AME) Setups
1. Roles & Grants to access AME responsibilities
2. Setup Components
– Attributes (optional)
– Conditions (optional)
– Approver Groups (optional)
– Action Types
3. Setup Approval Rules
4. Test Workbench

AME – Roles & Grants
AME responsibilities can be accessed as follows:
– Using SYSADMIN login credentials
– Setup Roles & Grants for the new user

AME – Roles & Grants Definition

User Management: Update User

User Management: Assign Roles

Create Roles: Search & Select Roles

Create Roles: Justification

Functional Administrator: Grant Creation

Create Grant: Data Security

Create Grant: Object Data Context Type

Create Grant: Object Parameter & Select Set

Create Grant: Review & Finish

View AME Responsibility

Setup Components
Create
• Attributes (Optional)
• Conditions (Optional)
• Approval Groups (Optional)
• Action Types

Setup Components Navigation
Responsibility: Approvals Management
Business Analyst
Navigation: Business Analyst Dashboard >

Enter Transaction Type = GL Journal Approval >
select required components

Setup Components: Attributes
• Business variables with a single value for a particular transaction
• Examples of attributes are:
– Journal running total or Batch running total
– Ledger ID
– Custom attributes

Setup Components: View Existing Attributes

Conditions
Statement that returns either true or false value for a given transaction
Category Type Example
If Balancing Segment Value(BSV) between 00 and 02 then
Regular Ordinary require approval from 2 superiors
If Balancing Segment Value(BSV) is 01 then require
Regular Exception approval from 1 superior
List List
If any approver is John, substitute him with Smith
Modifier Modification

Action Types
• Instruction to modify approval process of transaction
• Collection of actions having similar functionality
Condition Action/Action Type
If Balancing Segment Value(BSV) is 00 then require
Supervisory Action Type
approval from first 2 superiors

Action Types: View

Approver Groups
• Ordered set of one or more approvers
• Generated dynamically at rule evaluation time

Approver Groups: View/Create/Use Existing

Approver Group Properties: Voting Method
Serial Consensus First Responder Wins Order Number

Notification One after the Parallel Parallel Sent as per order
other number
Order Consistent Ignored Ignored Same order
Numbers with members numbers are
order number notified in parallel
Approver All All First responder All
See Oracle AME Implementation Guide- Approver Groups for further details

Approval Rules
• Associate conditions with an approval
• Combination of conditions and action

Approval Rules: View/Create/Use Existing

AME Setup Level Table Lists
Attributes: Approval Rules: Action Types:

• AME_ATTRIBUTES • AME_RULES • AME_ACTIONS
• AME_ATTRIBUTE_USAGES • AME_RULE_USAGES • AME_ACTION_TYPE_CONFIG
Conditions: Approver Groups: • AME_ACTION_TYPE_USAGES
• AME_CONDITIONS • AME_APPROVAL_GROUPS • AME_ACTION_TYPES
Use the following SQL to list AME objects:

select * from ALL_OBJECTS where
OBJECT_NAME like ‘AME%’;

Test Workbench
• Ensure appropriate rules are getting applied to each business transactions
• Run real transaction test using Journal Batch ID
See Oracle Approvals Management Implementation Guide - Testing for

further details

Test Workbench: Run Real Transaction Test

Test Workbench: Verify Attribute Values

Test Workbench: View Applicable Rules

Quick Recap of AME Setups
• Roles Assignment using SYSADMIN user
• Grants creation for Transaction type access using Functional Administrator
• AME Components (Attribute, Conditions, Action Types and Approval
Groups)
• Approval Rules and Test Workbench

Program Agenda
1 Introduction
5 Known Issues

AME-GL Integration Prerequisites
• Download & Apply Patch 21762526:R12.GL.B for R12.1.3
Patch 21762526:R12.GL.C for R12.2.x
• Set the Profile
Profile Name Level Value
AME: Installed General Ledger Yes
Application Level
GL: Use Approval Management (AME) for journal Site Yes
approval
• Use GL Journal Approval Transaction Type & complete AME setups

AME GL Integration: With AME
Submit for List of Approval

Approval Approvers Status
General Ledger Approvals Management Workflow

Journal Approve or
Reject
Flexible Approval Rules & Process
Approver A
Supervisory Hierarchy from HR
Approval Groups Route to
Approvers
Attribute based Dynamic Approval
Parallel Approval Process Approver B

AME GL Integration: Workflow

AME GL Integration: Workflow Function
• Double Click on the
Function
• Copy the Function Name

and open source code in
any SQL editor

AME GL Integration: Procedure Definition
• Go to is_ame_integration
procedure
• Use Application Developer

Responsibility > Profile to
query
GL_AME_INTEGRATION
profile

Program Agenda
1 Introduction
5 Known Issues

wfstat Output
• Workflow How to Get Information Required to Run wfstatus/wfstat.sql
(Doc ID 116375.1)
• Run $FND_TOP/sql/wfstat.sql with the following parameters:
– Item Type = GLBATCH
– Item Key = item key for the batch

AME_EXCEPTIONS_LOG Table
• Used to obtain specific AME details for any page error shown in integrating
product
– Note down the output of the following query:
select max(log_id) from ame_exceptions_log;
– Reproduce the issue
– Provide the output from the following query in Excel format:
select * from ame_exceptions_log where log_id > {provide above
max(log_id) here} order by log_id;
• If above does not provide required details, pull FND Debug Log

Test Workbench & Patches
• Use the AME Test Workbench to perform a Real Transaction Test
– Use the required Transaction ID (i.e., Journal Batch ID)
– Check AME_EXCEPTIONS_LOG
• Ensure latest AME patches have been applied

AME Related Workflow Action History
To get AME related action history from GL_WF_ACTION_HISTORY
1. Get item key from WF_NOTIFICATIONS using MESSAGE_TYPE = 'GLBATCH‘ and ITEM_KEY
like '&JE_BATCH_ID%'
2. Query GL_WF_ACTION_HISTORY using WF_ITEM_TYPE = 'GLBATCH‘ and
WF_ITEM_KEY =[value from step 1]
3. Get AME Approval Group details from AME_APPROVAL_GROUPS using the
APPROVAL_GROUP_ID retrieved in step 2
4. Get the approval group members detail in AME_APPROVAL_GROUP_MEMBERS table using
the same APPROVAL_GROUP_ID
5. Find the complete transaction details using the APPROVAL_GROUP_ID in
AME_TRANS_APPROVAL_HISTORY where GROUP_OR_CHAIN_ID=APPROVAL_GROUP_ID

AME Diagnostics
• Go to Application Diagnostics > Diagnose
• Click on Select Application
• Enter Application Name as Approvals Management or Application Short
name as AME
• Click on Select
• Under General Ledger, select the required diagnostic and Click on Execute
Note: Complete AME Setup Reports can be accessed using:
Approvals Management Administrator > Quick Links > Setup Report
Program Agenda
1 Introduction
5 Known Issues

Inactive Assignment
ORA-20001: Unable to build the Supervisor Hierarchy, no p exists with the person id as of
sysdate
Cause: Employee assignment is inactive
Validate the person IDs called for the approval are valid and have an active assignment
SELECT * FROM per_all_assignments_f paf START WITH paf.person_id = &person_id
AND paf.primary_flag = 'Y' AND paf.assignment_type IN('E','C')
AND sysdate BETWEEN paf.effective_start_date AND paf.effective_end_date
CONNECT BY PRIOR paf.supervisor_id = paf.person_id
AND paf.primary_flag = 'Y' AND paf.assignment_type IN('E','C')
AND sysdate BETWEEN paf.effective_start_date AND paf.effective_end_date;

Incorrect Grant Creation
Unable to see seeded transaction types from AME Responsibility:
Approvals Management Business Analyst
Cause: User not granted access to all rows in AME_CALLING_APPS
Make sure the Grants are created correctly using Functional Administrator
Responsibility with the following values selected:
– Object: AME Transaction Type
– Set: AME Calling Application
– Data Context Type: All

Null Attribute Value
ORA-20106: This transaction's requestor lacks a person ID, so AME cannot locate the
requestor's supervisor to begin the chain of authority
Cause: Attribute TRANSACTION_REQUESTOR_PERSON_ID is NULL
Assign value to the attribute:

1. Open the Approval Management Dashboard
2. Click the 'Setup' button of the respective transaction type
3. From 'Attributes' tab, find "TRANSACTION_REQUESTOR_PERSON_ID" attribute & click 'Update‘
icon
4. Put the following SQL statement in the 'Value' field and click Apply
select employee_id from fnd_user where user_id = (select last_updated_by from gl_je_headers where
je_batch_id = :transactionId)
5. Retest the approval in the Test Workbench

No Approver Found
No Approver was found to approve your Journal batch
<journal_batch_name>
Cause: Employee limits were not defined under Setup-> Employee-> Limits
Check the following setup:

• Go to General ledger Super User responsibility
• Navigate to Setup > Employee > Limits
• Validate/setup employee limits appropriately

Incorrect Rule Definition
Ensure you have only 1 line/distribution item class condition with header item class
conditions

Incorrect Rule Start Date
ORA-20001: A rules start date cannot precede today's date
The start date entered for the rule must not be prior to sysdate

Self Approve Journal Using AME
• Set the Value of the attribute ALLOW_REQUESTOR_APPROVAL to YES
• Set the profile Journals: Allow Preparer Approval to YES
• Create an Approver Group either Static or Dynamic
• Create a Rule with approval-group chain of authority action type

Summary
What we covered today
AME Implementation Process
AME Setups & Components
Prerequisite patches & Profile Options
Integrating AME & GL
Debugging & Troubleshooting

Top Articles & Community Links
 How To Migrate AME Setups From One Instance
To Another (Doc ID 1168883.1)
 Oracle General Ledger Journal Approvals
Integration with Oracle Approvals Management
(AME) and Oracle Workflow (Doc ID 2038960.1)
 How to Access Oracle Approvals Management?
HRMS Approvals Management (AME)
Responsibilities and Setups in AME.B (Doc ID
434567.1)
 After implemented AME For GL Approval-
Journal Approval Notification Does Not Show
The Name Of Sender (Doc ID 2154831.1)

Top Articles & Community Links
 R12: General Ledger Journal Approval - How To
Use AME's "Parallel Approval - First Responder
Wins" (Doc ID 1228374.1)
 Help Documentation on Supporting AME Issues
and Different Diagnostic Steps (Doc ID 883338.1)
 How to Find the General Ledger Journal
Approval Process In Workflow Builder (Doc ID
278369.1)
 Latest Patch Level For AME (Doc ID 882012.1)
 Workflow How to Get Information Required to
Run wfstatus/wfstat.sql (Doc ID 116375.1)

Session Related Community Links
 Questions? For follow up questions on

topics covered in this webcast connect
via this General Ledger Community
thread:
https://community.oracle.com/thread/4050262
 This thread will link to a copy of the

presentation, the webcast recording
and will include the Q&A from the
webcast
Oracle Advisor Webcast Series
Locating Current Schedule & Archived Recordings
 Review the current schedule &

archived recording for your
product from Doc 740966.1
 Select your Product Area, for us

 E-Business Suite (EBS)
 Financials

Oracle Advisor Webcast Program
Locating Current Schedule & Archived Recordings
Access E-Business Suite
area directly via Doc ID
1455369.1
Drill down to your area of

interest
Recordings available
within 48 hours
 Use ‘Questions?’ Link to

ask webcast related
questions
Three Ways To Access Webcast Presentation PDFs
1. PDF link from Doc ID
740966.1 (within 48
hours)
2. General Ledger
Community > Content
Tab > Documents
(within 24 hours)
3. Select Webcast
Category to see only
Webcast related
content

Stay Connected
Oracle E-Business Suite Support Social Media Channels
My Oracle Support E-Business Suite Community:
https://community.oracle.com/community/support/oracle_e-business_suite
My Oracle Support Blogs:

http://blogs.oracle.com/EBS
Twitter:
@Oracle_EBS
Facebook
http://www.facebook.com/OracleEBusinessSuiteSupport

Learn More - Resources and References to Get Proactive
Get Proactive Portfolio for your products
Check out the Get Proactive Portfolio for your products. Get familiar with the top
proactive tools. Doc 432.1
Ask the Get Proactive Team get-proactive_ww@oracle.com
Get Proactive Events Calendar

Automatically updated to include latest Advisor Webcasts, MOS Essentials
trainings, user group sessions, and more
Stay Informed about Upcoming Events. Doc 125716.1

Learn More - Resources and References on Support Portals
Help Documentation Oracle Support My Oracle Support Oracle Support

at your fingertips Essentials Webcasts ‘How To’ Series Accreditation
learning
My Oracle Support and Live instruction, Q&A on Detailed training videos,
Cloud Support Portal how to best use the documentation. Latest Leverage the Oracle
documentation. Find it Support Portals. The How how-to content, Support Accreditation
from the Help link in the To Series covers content webcasts, self-paced portfolio of portal and
top right corner of most similar to Help in a step- replay. Select a feature or product accreditations.
pages in both portals. by-step approach. Doc role to get started. Doc Get accredited today.
553747.1 603505.1 Doc 1583898.1

Q&A
• To ask a question on the phone
line, select *1 on your phone.
• To ask a question online, use the
Q&A area at the top.
• Your question will be read aloud in
the order received.
• Question can also be asked on the
My Oracle Support Communities


AME GL Integration &amp; Troubleshooting

Transféré par

Informations du document

Copyright

Formats disponibles

Partager ce document

Partager ou intégrer le document

Options de partage

Avez-vous trouvé ce document utile ?

Ce contenu est-il inapproprié ?

Droits d'auteur :

Formats disponibles

AME GL Integration &amp; Troubleshooting

Transféré par

Droits d'auteur :

Formats disponibles

ATTENTION – AUDIO Options

Option 1: Voice Streaming Audio Broadcast Option 2: Teleconference (Dial In)

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 2

 Select your area of interest

 Scan through the list of Current

 Register for the session of your

 For upcoming Oracle E-Business

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 3

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 4

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 5

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 6

• Learn basic setups for Approval Management Engine (AME )

• Understand how General Ledger is integrated with Approval

• Troubleshoot some of the common issues

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 7

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 8

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 9

Setup AME: Installed Plan Approval Process

Implement Plan Test Case Identify components of

Configure Transaction Create Conditions Create Approval

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 10

• Installed when Human Capital Management (HCM) is installed

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 11

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 12

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 13

– Setup Roles & Grants for the new user

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 14

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 15

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 16

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 17

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 18

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 19

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 20

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 21

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 22

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 23

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 24

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 25

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 26

Navigation: Business Analyst Dashboard >

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 27

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 28

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 29

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 30

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 31

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 32

• Generated dynamically at rule evaluation time

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 33

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 34

Serial Consensus First Responder Wins Order Number

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 35

• Associate conditions with an approval

• Combination of conditions and action

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 36

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 37

Attributes: Approval Rules: Action Types:

Use the following SQL to list AME objects:

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 38

See Oracle Approvals Management Implementation Guide - Testing for

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 39

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 40

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 41

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 42

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 43

AME GL Integration & Troubleshooting

AME GL Integration & Troubleshooting