Académique Documents
Professionnel Documents
Culture Documents
com
How to Setup & Use AME (Approval Management Engine) For Purchase
Requisition Approvals
Purchase Requisitions can be routed for approval using the AME Approval
Management Engine. This whitepaper describes how to setup AME for use with
requisition approvals, and shows how a requisition approval list is built based on
the AME setup. Approvers in the AME based approver list are assigned to the
requisition based on the AME rules setup for the Purchase Requisition Approval
transaction. Similar setup can be done for Requester Change Order Approval
and for Internal Requisition Approval, although those are not specifically covered
in this whitepaper. The screenshots provided are based on 11i.AME.B, and
some of the navigation details are specific to 11i.AME.B. However, most of the
details provided are applicable to 11i.AME.A and higher including R12.
4. Search for the user to whom you wish to grant AME roles
6. In the update user page, user details can be seen along with a list of roles available
to user
7. Search for Approval% and Select roles from the resulting LOV. Choose the roles
that are applicable (proper authority) for the user, and click the Select button.
Oracle Champions http://www.oraclechamps.com
8. Specify justification and relevant dates for the newly assigned roles, and
click Apply to assign the roles to the user.
Reference <<Note 413300.1>> Oracle Approvals Management Not Enabled? What Does
It Take To Enable It?
AME restricts access to transaction types using Data Security. Grant users access to the
transaction types using the Grants page. Set up user access as follows:
7. Click Next, review the setups and then Finish the process.
Oracle Champions http://www.oraclechamps.com
3. Use the Transaction Type LOV to search and select the transaction type =
Purchase Requisition Approval
Oracle Champions http://www.oraclechamps.com
4. Use the links on the right in the Approval Process Setup region to set the
components (Attributes, Conditions, Action Types, Approver Groups) and rules,
or to use the test workbench in AME.
1. Action Types
1. An action type is a collection of actions having similar functionality.
Every action belongs to an action type. Action types are enabled or
disabled for a particular transaction type. AME may give an error
when attempting to enable an action type for a transaction if the
transaction is not designed to allow that action type. Reference
<<Note 293315.1>> 11.5.10 FAQ for Approvals Management
(AME) Integration For iProcurement and Purchasing - for a list of
action types allowed for requisition transactions in AME. In
addition, <<Note 404152.1>> Release Content Documents for E-
Business Suite R12 - provides a link to the Procurement Family
RCD which clarifies (Section 3.4.2.14) that requisition approval with
Oracle Approvals Management (AME) in R12 allows use of Position
Hierarchy based Approvals, Parallel Approvals, and Support for FYI
Notifications.
Oracle Champions http://www.oraclechamps.com
3. The Action Types page shows the action types that are currently
enabled for the transaction type (Purchase Requisition Approval).
Use the Previous and Next links to scroll through the list of enabled
action types. Select the Use Existing Action Type button to see
other pre-defined action types available in AME. Some of these
may or may not be applicable to the currently select transaction
type; AME will give an error if the user tries to add a non-relevant
action type for the selected transaction type.
Oracle Champions http://www.oraclechamps.com
Query up the Job and enter the appropriate Job Level in the
Approval Authority field.
5. In AME, select any or all of the following Action Types for JOB
BASED approvals if applicable for your business requirements:
1. absolute job level / chains of authority based on
absolute job level
Oracle Champions http://www.oraclechamps.com
with attributes relevant to the transaction type, and the user can
create new attributes in AME for use in AME rules.
2. Select the Attributes link to view or add attributes for the selected
transaction type
3. Use the Previous and Next links to scroll through the existing
attributes. Some of the attributes relevant to Purchase Requisition
Approval include ITEM_CATEGORY, ITEM_NUMBER, and
REQUISITION_TOTAL as well as other attributes. When AME
approvals is enabled for purchase requisitions, these values are
retrieved for the relevant requisition while navigating through
Oracle Champions http://www.oraclechamps.com
3. Conditions
1. Conditions identify values and value ranges for some or all of the
attributes available. AME rules refer to these conditions to
determine if a particular rule is applicable for the specific document
(requisition) being approved. For example, an AME rule can be
setup to require certain approvers if $0 USD <= requisition total <
$1000 USD. Since REQUISITION_TOTAL is a seeded attribute,
the user can define a condition $0 USD <= requisition total < $1000
USD, and then use this condition in a rule to require certain
approvers for the requisition. The rule cannot refer to this condition
until it is defined in AME Conditions for the Purchase Requisition
Approval transaction type.
Oracle Champions http://www.oraclechamps.com
4. Approver Groups
1. Approver Groups are optional. Setup Approver Groups if
additional approvers are required for particular conditions, or to
specify a dynamic sql query for additional approvers. The rules
defined for the transaction can be based on Approver Groups,
Jobs defined in HR setup, or Positions defined in HR setup (only
in R12); the rules may also use a combination of Job, Position,
and Approver Group basis. (See the Rules details later in this
paper for more information about the rules)
2. Select the Approver Groups link from the AME Business Analyst
Dashboard.
5. Rules
1. Define rules to specify approvers that should be included in the
approval list under specific conditions for the requisition approval
transaction.
2. Select the Rules link from the AME Dashboard after selecting the
transaction type – Purchase Requisition Approval
4. Select the Create button to create a new rule for the transaction.
(Optionally, if there already exists a similar rule choose the
Duplicate icon or the Use Existing Rule button).
5. Step 1 of 4: Specify a name for the new rule and choose the rule
type and effective dates.
Rule types are explained in the AME online help pages along
with examples. The most common types are List Creation, Pre
List Approver Group and Post List Approver Group. (NOTE:
Some rule types may not be available if the corresponding action
types have not been assigned to the transaction – Purchase
Requisition Approval. Use the Action Types feature to add or
remove action types for the transaction)
Oracle Champions http://www.oraclechamps.com
6. Test Workbench
1. Use the Test Workbench to determine which AME Rule(s) apply to
a specific requisition, or to determine which AME Rule(s) apply for
an adhoc combination of values specified at the time of the test.
Select the Test Workbench link from the AME Dashboard
1. Click the Setup Report link in the Quick Links section of the Dashboard
3. Click the Printable Page button to view the complete setup for the selected
transaction type (Attributes, Conditions, Rules, Approval Groups, and etc.)
Oracle Champions http://www.oraclechamps.com
4. Compare the AME setup to the requisition attributes and approval list generated
for a specific requisition, or compare the AME setup to the business requirements.
NOTE: This document is not considered formal documentation of the product, but is a
useful tool for applying the functionality described.