AME Walkthrough
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Transcript of AME Walkthrough
8/6/2019 AME Walkthrough
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³Oracle Approval Manager´
± a quick walkthrough
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Purpose of this Document
This document describes the various steps required to create AME (Oracle
Approval Manager) rule for a particular Business Scenario.
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Project Details
� Projects involved : Aetna
� H/W Platform: Windows
� S/W Environment: Oracle Application Release 11i
� Appln. Type: ER P� Project Type : Implementation
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Topics Covered
Creating a Attribute
Creating a Condition
Creating a Approval Group
Testing the Rule
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Business Requirement
To form an AME rule for the condition where for the invoice line thecondition is checked that Is µApproval Required¶ flag on PO Header descriptive flex field = µY¶?
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Assumptions
� Let us assume that the µApproval Required¶ flag is the Attribute 1 of the PO Header Descriptive Flex Field.
� An approval Group of two persons will be used for approval.
� Make sure that the Transaction Type is selected as µPayablesInvoice Approval¶
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Creating a Attribute
In AME an attribute is a variable that has exactly one value per item, for a given transaction.
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Creating a Attribute
� Creating a attribute for the PO Header DFF. Navigate to the Attribute
TAB.
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Creating a Attribute
Press the Add Attribute button
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Creating a Attribute
Create a attribute for the Item Class Header as the ApprovalRequired will be at the Invoice Header level
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Creating a AttributeCreate a new Attribute name for the DFF value in the PO
Header table
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Creating a Attribute
Provide an appropriate name to the attribute.
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Creating a Attribute
For a Dynamic Attribute write a select query to fetch theApproval flag from the DFF for the
transactionID(Invoice Id)
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Creating a Attribute
The attribute is created which can be used in a condition
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Creating a Condition
For the rule to apply to a transaction, all of its conditions
must be true for the transaction. You need to create
conditions before you can define your rules.
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Creating a Condition
For creating a condition go to theC
onditions TAB and press the Add a Condition Button
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Creating a Condition
Select the condition type as µOrdinary¶ and ItemC
lass asheader
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Creating a Condition
Select the attribute as Approval Required (C
reated above)
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Creating a Condition
Enter the Attribute Value as µY¶
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Creating a Condition
More values can be added for the condition check for theattribute
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Creating a Condition
OrdinaryC
ondition is created
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Creating a Approval Group
An approval group can either be an ordered set of one or
more approvers (persons and/or user accounts) or it can
be a list, which is dynamically generated at rule
evaluation time.
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Creating a Approval Group
Typically approval groups represent functional approversoutside a transaction¶s chain of authority
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Creating a Approval Group
For the static Approval Group you can add Approver using the µAdd Approver¶ button
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Creating a Approval Group
You can search for a FND User or anH
R User
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Creating a Approval Group
Enter the User Name or E-mail id as search criteria
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Creating a Approval Group
Once you find the user press the µContinue¶ button
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Creating a Approval Group
Give an Order Number then press µCreate Member¶
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Creating a Rule
Rule associate one or more conditions with an approval in an
if-then statement.
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Creating a Rule
Create a Header List- Creation Rule
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Creating a Rule
Select the Rule Type as µlist-creation¶
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Creating a Rule
To include the approval group created above select ±
chain of authority includes an approval group
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Creating a Rule
Select the Action as Require approval from
Approval_Group_Test
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Creating a Rule
Select the Header_Attribute as Approval_Required
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Creating a Rule
This will created a Rule which select the members from the
approval group for Invoice approval if the Arroval Required
flag in the PO Header DFF is set to µY¶
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Creating a Rule
The rule is now created for Transaction Type µPayables
Invoice Approval¶
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Testing
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Steps
� For the testing Purpose create a Purchase Order and in the Approval Flagrequired please enter µY¶.
� Create an Invoice and match it against the Purchase Order.
� Then press the µActions¶ button
� In the approval form check the µInitiate Approval¶
� Press µOK¶
� It will select the first member from the approval group. In our setting wehave added MANOJV as the first approver in the approval group hence theinvoice will be directed to him for approval.
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Testing the rule
In the Approval Status you can see the name of the Pending
Approver
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Testing the rule
� Login with the user name MANOJV
� Login to the responsibility Workflow Administrator Web Applications
� Navigate to Administrator Workflow->Notifications
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Notifications
For the User in the Notification TAB he can see the invoice
awaiting his approval
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Notifications
You have 3 options- Approve, Reject, Request Information
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Notifications
You have use the µView Invoice¶ option to view the invoices
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Invoice Details
µView Invoice¶ option will open the Invoice Overview
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Notifications
Approver Comments can be entered for his Approval or
Rejection
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Approval History
The Approval History can be seen in the Invoice Entry Form
using Tools->Approval History
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Thank You