AME Setup for Parallel Approvers Notification
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AME Setup for Parallel Approvers Notification 1. ADD ‘Position Control Roles’ Approver Type in AME setup Using ‘Approvals Management Administrator’ responsibility. Navigation: Approvals Management Administrator Admin Dashboard Quick Links Approver Type o Click ‘Add Approver Type’ o Select “PQH_ROLE” and click apply
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It is the setup where you can send the approval for a group of people all at once and where the setup can be done in the AME where if any one person from the group approves the notification then the flow processes to next approver level
Transcript of AME Setup for Parallel Approvers Notification
AME Setup for Parallel Approvers Notification
1. ADD ‘Position Control Roles’ Approver Type in AME setup Using ‘Approvals Management Administrator’ responsibility. Navigation: Approvals Management Administrator Admin Dashboard Quick
Links Approver Typeo Click ‘Add Approver Type’
o Select “PQH_ROLE” and click apply
2. Define Roles: Using ‘Saudi HRMS Manager’ responsibility.
Navigation: Saudi HRMS Manager Transaction Maintenance Roles
Create Role name and Add Corresponding users for that role as shown in the screen shot (Refer SDA044)
o EE_ACCOUNTANTS
o EE_DEF_ACCNT
o EE_EXMANAGERS
o EE_DEFAULT_EM
o EE_DIRECTOR
o EE_CLASS_A
o EE_CLASS_B
o EE_CLASS_C
o EE_CLASS_D
3. Approver Group Setup: Using ‘Approvals Management Business Analyst’ responsibility. Navigation: Approvals Management Business Analyst Business Analyst
Dashboard Select Transaction TypeDefine Attributes Conditions Define Approver GroupsAdd Group Members (Roles)Define Rule.
Create Attributes (refer SDA044)o EE_SUPPILER_SOURCE
o EE_ISP_ACCOUNTANT_TYPE
o EE_INV_TYPE
o EE_INV_AMT
Create Conditions(refer SDA044)Select the attribute form the list and define the Expression for the below
o EE_SUPPILER_SOURCE is equal to 1
o EE_SUPPILER_SOURCE is equal to 0
o EE_ISP_ACCOUNTANT_TYPE in (NON_ACCOUNTANT)
o EE_ISP_ACCOUNTANT_TYPE in (ACCOUNTANT)
o EE_INV_TYPE is equal to 1
o EE_INV_TYPE is equal to 0
o EE_INV_AMT is greater than or equal to 100000
o EE_INV_AMT is less than 100000
Create Approver Groups(refer SDA044)Create below approver groups Maintaining the Order Number, Voting Method, Usage Type Fields in “Details” and Approver Type, Approver, Order Number Fields in “Group Members” for the below Approver Groups.
o EE_ISP_SELF_APPROVER
o EE_ACCOUNTANTS_APPROVERS
o EE_DEFAULT_ACC_APPROVER
o EE_EX_MANAGERS
o EE_DEFAULT_EM_APPROVER
o EE_DIRECTOR_APPROVER
o EE_CLASSB_APPROVER
o EE_CLASSA_APPROVER
o EE_CLASSD_APPROVER
o EE_CLASSC_APPROVER
Set Action Types as shown below (refer SDA044)
Create Rules (refer SDA044)Create all the Rules following the below steps.
o EE_PAYMENT_WF_NON-ISP
o EE_PAYMENT_WF_ISP_NONACCOUNTANT
o EE_PAYMENT_WF_ISP_ACCOUNTANT
o EE_PAYMENT_WF_INVOICE_TYPE_YES
o EE_PAYMENT_WF_INVOICE_TYPE_NO
o EE_PAYMENT_WF_AMT<100K
o EE_PAYMENT_WF_AMT>=100K
Steps to create Rules
1. Give a unique and meaning full name to the rule, select appropriate values to all other mandatory attributes as shown below.
2. Select Add Condition and select appropriate conditions from the list and click continue and then Next.
3. Select Action Type as “approval-group chain of authority” and appropriate Action from the list, click on Add Action to add more action type and click next and Finish.
