Getting Started With Approvals Management Engine: John Peters

Getting Started With Approvals Management Engine
John Peters
JRPJR, Inc.
john.peters@jrpjr.com
01/17/07 NorCal OAUG Training Day, Paper 3.9
John Peters, JRPJR, Inc.
Before We Start A Quick Audience Survey

How many of you have used approvals in Workflow? How many of you have had to customize the Workflow to accomplish the required approvals? How many of you have tried Approvals Management Engine?
01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc. 2
What we are going to cover

E-Business Suite Modules that currently utilize Approvals Management Engine Technically where is AME Where does Approvals Management Engine fit into the Workflow approvals processing System Administration steps to enable Approvals Management Engine (briefly) Definition of AME processes Testing AME processing Quick Demo of AME (time permitting)
Modules that currently utilize AME

Applications Module Advanced Benefits Bills of Material Cash Management E-Records Engineering Enterprise Performance Foundation Human Resources Internal Controls Manager Inventory Labor Distribution Learning Management Lease Management Partner Management Payables Process Manufacturing Inventory Process Manufacturing Logistics Process Manufacturing Process Execution Process Manufacturing Product Development Public Sector HR Purchasing Quality Quoting Receivables Sourcing Trade Management Work in Process iAssets Transaction Types 2 4 1 13 9 1 2 3 11 1 1 8 4 2 13 2 14 44 1 8 23 1 4 1 2 3 2
Many OraApps Modules Have Restrictions

Requisition Approvals can not be forwarded to other approvers Quote Approvals can not process approvals in parallel Please review the restrictions for your OraApps Module on Metalink
Technically Where is AME

Tables exist in HR schema Tables begin with AME_% This tells us that Oracle views this as a component of HR This is very important to realize since the functionality is HR centric in the approval list building process
How does AME fit in?

AME builds approval lists. AME uses the logic you setup to control the building of the approval list. AME does not send notifications or handle any of the other required glue in an approval process. Typically AME is just a few new processes/functions on an existing approval process defined in Workflow.
Using the Requisition Approval process as an example
Using the Requisition Approval process as an example (cont.)
Using the Requisition Approval process as an example (cont.)
10
Sysadmin steps to enable AME

1. Assign responsibilities/roles to your system administrators 2. Setup AME System Wide Configuration 3. Setup module specific Profile Options 4. Assign responsibilities/roles to your functional users who will be setting up AME 5. Setup AME functionality for module
Steps 1-4 are only covered briefly here and are quite involved, we are going to instead concentrate on step 5
11
Assign resp/roles to Sys. Admins

AME uses the new User Management functionality You must assign the responsibility User Management to the people who will assign AME responsibilities to others Have to do this assignment as the SYSADMIN OraApps user The role to be assign is Security Administrator
Setup AME Configuration Parameters

Using the responsibility Approvals Management Administrator the SysAdmins can assign setup the AME Configuration Parameters. For the most part these parameters can remain with their default values.
13
Assign resp/roles to functional super users

The SysAdmins must assign AME functional roles to the required OraApps user accounts using the User Management The responsibility Approvals Management Business Analyst is assigned along with the required roles, viewable in the Indirect Responsibilities tab of the Define Users form.
14
Setup AME Profile Options

'AME:Installed' at the Application Levels
Oracle Quoting = Yes
For quoting there are several others to setup, these are module specific
'ASO : Enable Approvals' = Yes 'ASO : Allow Skip Approvers' = No
15
AME Approvers
AME Approvers must be setup as FND_USERs
AME Approvers must be setup as Employees
16
Setup AME Module Functionality

The responsibility to be used is:
Approvals Management Business Analyst
Each OraApps module has different specific values, but the same general setup process holds true for each.
17
AME Allows For Very Complex Approval Rules

An example of Quote Approval Requirements:
Discounts have different approval limits by product line by operating unit Terms non-standard (non-default) If the Sales Person is New Sales Person Technical Review Required Total Quote Price is $0 Verify quote total is not less than GSA total Remove Service Agreement items from quote/discount totals Quote approvals go no higher than the VP of Sales
All of these were implemented through customized of AME Attributes
18
Definition of the AME Process

1. 2. 3. 4. 5. 6. Define Attributes Define Conditions Define Action Types Define Approval Groups Define Rules Test Process
All of this takes place on the AME Business Analyst Dashboard

Example of Approval Rules
20
AME Dashboard
21
AME Attributes
AME Attributes are the variables which are evaluated by your AME Process as it runs AME Attributes can be Header or Line Item Dynamic Attributes are filled in at run time by an SQL query AME Attribute values are all stored internally as string values limited to a length of 100 characters Most customization activity is around Attributes
John Peters, JRPJR, Inc. 22
AME Attributes Data Types
Boolean
Currency
Date
True or False (amount,denomination,conversion method) YYYY:MON:DD:HH24:MI:SS Integer or decimal (using users character set decimal point)
Number
String
Up to 100 characters in length
23
Currency Attributes
An SQL routine which populates a Currency Attribute must return three columns:
Amount = decimal value Denomination = 3 Char Currency Code Conversion Method = Corporate
Static definitions are like the following:

5000.00,USD,Corporate
24
Number Attributes
SQL routines should run the numeric values through the PL/SQL function: fnd_number.number_to_canonical
25
Date Attributes
Stored as a string There is a PL/SQL date format mask you can use to format dates:
ame_util.versionDateFormatModel YYYY:MON:DD:HH24:MI:SS
Notice there are no spaces.
26
Dynamic Attributes
Dynamic attributes can be populated by an SQL expression.
Select to_char(sysdate, ame_util.versionDateFormatModel) from dual;
All Attributes are stored internally as strings. Must return one row. The :transactionid is passed as a bind variable to the query. This is the key for the AME processes execution. Limitation on SQL of 2000 characters
PL/SQL Usage
It is often advantageous to call a PL/SQL function rather than embed an SQL script in the attribute definition. This has the added benefit of preventing functional users who can setup AME from modifying the underlying SQL.
Drawback is that Currency values require three PL/SQL function calls.
PL/SQL Example
29
PL/SQL Currency Example

You end up with Currency PL/SQL calls like the following.
select MY_PACKAGE.GET_MY_AMOUNT(:transactionId), MY_PACKAGE.GET_MY_CURRENCY(:transactionId), MY_PACKAGE.GET_MY_CONVERSION_TYPE(:transactionId) from dual
30
Conditions
There are two types of conditions: Regular Conditions Simple logic statements
Technical Review Required = Y Discount is greater than -12 and less than or equal to -7.23
List Modifier Conditions

Any approver is Adams, John
31
Regular Conditions
32
Regular Conditions
33
List Modifier Conditions
34
Action Types
Action Types are groups of similar actions that build your approval list for you. Common Predefined Action Rule Types are:
Chain of authority action types List Modification action types Post List Approval Group Pre List Approval Group
35
Some of the Chain of Authority Action Types

Job Level absolute job level relative job level
chains of authority based on absolute job level chains of authority based on relative job level chains of authority containing only the final job-level approver
final approver only
Position hr position
hr position level
chains of authority based on a particular HR position

chains of authority based on HR positions
Hierarchy manager then final approver supervisory level
chain of authority includes requestor's manager and then the final approver chains of authority based on number of supervisory levels
36
Job Level
37
Chain of authority action types
38
Absolute Job Level

Actions: Require Require or Require Require

approvals up to at most level 2 approvals up to at most level 3 approvals up to at least level 2 approvals up to at least level 3
Whats the difference:

Chain of approvers have levels 1,2,3,5 (4 is missing) Requires Level 4 approval At most => 1,2,3 At least => 1,2,3,5
39
List Modification Action Types

final authority
grant final authority to an approver
nonfinal authority
extend the chain of authority past an approver
40
List modification action types
41
Pre or Post List Approval Groups

These actions add a list of approvers either before or after the approval is built. Approvals in group can be serial or parallel.
42
Pre or Post List Approval Groups
43
Approval Groups
Either static or dynamic lists of approvers Approvals can be:
Serial Voting (one after another, all for approval) Consensus Voting (majority wins) First-Responder-Wins Voting (parallel voting) Order-Number Voting
(one after another, all for approval) (allows for parallel voting)
44
Approval Groups
45
Rules
Rules are where one or more conditions result in an action. This is what everyone has been waiting for.
46
Rules Level 2 Approval

Actual Definition form
47
Rules List Modification

Actual Definition form
48
Testing the Process

AME has an excellent Test Workbench for seeing how all these rules will actually work in real life.
49
Testing the Process

Put in Transaction ID. For Quoting that is the Quote Header ID. Historical transactions are required.
50
Testing the Process

This dumps the attribute values
51
Testing the Process

This dumps rules and final approver list
52
My Suggestion
AME is complex, dont try to understand it all at once Put in some OraApps Module Transactions Dive into AME and just try some simple test cases You will end up making changes With the Test Workbench you can easily see how your setups are working
Approvals Management Engine allows for complex approval processes Customizations are primarily accomplished with minimal code to pull in new Attribute values This product is complex and the documentation is very difficult to understand, hopefully this presentation has given you a brief introduction to Approvals Management Engine
Summary
My contact information:
John Peters john.peters@jrpjr.com http://www.jrpjr.com
Additional reference papers can be found at:

http://www.norcaloaug.org http://www.jrpjr.com
55

Getting Started With Approvals Management Engine: John Peters

Transféré par

Informations du document

Description originale:

Titre original

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

Getting Started With Approvals Management Engine: John Peters

Transféré par

Droits d'auteur :

Formats disponibles

Getting Started With Approvals Management Engine

01/17/07 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Before We Start A Quick Audience Survey

What we are going to cover

Modules that currently utilize AME

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Many OraApps Modules Have Restrictions

Technically Where is AME

How does AME fit in?

Using the Requisition Approval process as an example

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Using the Requisition Approval process as an example (cont.)

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Using the Requisition Approval process as an example (cont.)

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Sysadmin steps to enable AME

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Assign resp/roles to Sys. Admins

Setup AME Configuration Parameters

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Assign resp/roles to functional super users

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Setup AME Profile Options

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

AME Approvers must be setup as Employees

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Setup AME Module Functionality

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

AME Allows For Very Complex Approval Rules

All of these were implemented through customized of AME Attributes

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Definition of the AME Process

All of this takes place on the AME Business Analyst Dashboard

Example of Approval Rules

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

01/24/06 NorCal OAUG Training Day, Paper 3.9

AME Attributes Data Types

Up to 100 characters in length

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Static definitions are like the following:

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Notice there are no spaces.

01/24/06 NorCal OAUG Training Day, Paper 3.9