AME Walkthrough

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³Oracle Approval Manager´

± a quick walkthrough

Purpose of this Document

This document describes the various steps required to create AME (Oracle

Approval Manager) rule for a particular Business Scenario.

Project Details

� Projects involved : Aetna

� H/W Platform: Windows

� S/W Environment: Oracle Application Release 11i

� Appln. Type: ER P� Project Type : Implementation

Topics Covered

Creating a Attribute

Creating a Condition

Creating a Approval Group

Testing the Rule

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¶?

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¶

In AME an attribute is a variable that has exactly one value per item, for a given transaction.

� Creating a attribute for the PO Header DFF. Navigate to the Attribute

Press the Add Attribute button

Create a attribute for the Item Class Header as the ApprovalRequired will be at the Invoice Header level

Creating a AttributeCreate a new Attribute name for the DFF value in the PO

Header table

Provide an appropriate name to the attribute.

For a Dynamic Attribute write a select query to fetch theApproval flag from the DFF for the

transactionID(Invoice Id)

The attribute is created which can be used in 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.

For creating a condition go to theC

onditions TAB and press the Add a Condition Button

Select the condition type as µOrdinary¶ and ItemC

lass asheader

Select the attribute as Approval Required (C

reated above)

Enter the Attribute Value as µY¶

More values can be added for the condition check for theattribute

OrdinaryC

ondition is created

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.

Typically approval groups represent functional approversoutside a transaction¶s chain of authority

For the static Approval Group you can add Approver using the µAdd Approver¶ button

You can search for a FND User or anH

R User

Enter the User Name or E-mail id as search criteria

Once you find the user press the µContinue¶ button

Give an Order Number then press µCreate Member¶

Creating a Rule

Rule associate one or more conditions with an approval in an

if-then statement.

Creating a Rule

Create a Header List- Creation Rule

Creating a Rule

Select the Rule Type as µlist-creation¶

Creating a Rule

To include the approval group created above select ±

chain of authority includes an approval group

Creating a Rule

Select the Action as Require approval from

Approval_Group_Test

Creating a Rule

Select the Header_Attribute as Approval_Required

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¶

Creating a Rule

The rule is now created for Transaction Type µPayables

Invoice Approval¶

Testing

� 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.

Testing the rule

In the Approval Status you can see the name of the Pending

Approver

Testing the rule

� Login with the user name MANOJV

� Login to the responsibility Workflow Administrator Web Applications

� Navigate to Administrator Workflow->Notifications

Notifications

For the User in the Notification TAB he can see the invoice

awaiting his approval

Notifications

You have 3 options- Approve, Reject, Request Information

Notifications

You have use the µView Invoice¶ option to view the invoices

Invoice Details

µView Invoice¶ option will open the Invoice Overview

Notifications

Approver Comments can be entered for his Approval or

Rejection

Approval History

The Approval History can be seen in the Invoice Entry Form

using Tools->Approval History

Thank You

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