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    Implementing, Personalizing andImplementing, Personalizing andCustomizing AME for Complex ApprovalsCustomizing AME for Complex Approvals

    Susan BehnSusan Behn

    Gerald JonesGerald JonesNCOAUG, Chicago, ILNCOAUG, Chicago, IL

    August 17, 2007August 17, 2007

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    AgendaAgenda

    AME BasicsAME Basics

    AME ImplementationAME ImplementationzzAP SetupAP Setup

    zz Requisition SetupRequisition Setup

    AME and Approval WorkflowsAME and Approval WorkflowsSample Business Case ScenariosSample Business Case Scenarios

    Testing WorkbenchTesting Workbench

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    What is Oracle Approvals Management (AME)?What is Oracle Approvals Management (AME)?

    Oracle SelfOracle Self--Service ApplicationService Application

    Enables development of custom rules to manageEnables development of custom rules to managetransaction approvalstransaction approvals

    Integrated with multiple EIntegrated with multiple E--Business applicationsBusiness applications

    such as HR, PO, AP and UMXsuch as HR, PO, AP and UMXBuilds Approver List and works with Workflow toBuilds Approver List and works with Workflow to

    notify and request responsesnotify and request responses

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    Advantages of AMEAdvantages of AME

    Approval Rules can be developed withoutApproval Rules can be developed withoutprogramming knowledgeprogramming knowledge

    Approver Lists leverage off existing OracleApprover Lists leverage off existing Oracle

    hierarchies (e.g. HR supervisor, HR position)hierarchies (e.g. HR supervisor, HR position)

    AME responds to changes such as organizationAME responds to changes such as organizationhierarchies or rule changeshierarchies or rule changes

    FlexibleFlexiblecan combine hierarchy typescan combine hierarchy types

    Rules can be shared by transaction typesRules can be shared by transaction typesAlternative to AME is workflow customizationAlternative to AME is workflow customization

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    Limitations of AMELimitations of AME

    Timeout functionality is not supported in AMETimeout functionality is not supported in AME

    zz

    Workflow can be customized, but timeout goes upWorkflow can be customized, but timeout goes upsupervisor chainsupervisor chainnot back to AMEnot back to AME

    Notifications only have approve and rejectNotifications only have approve and rejectresponsesresponses

    zz No ForwardNo Forward

    zz No Approve and ForwardNo Approve and Forward

    R11R11iiRules are across operating unitsRules are across operating units

    zzMust create attribute to limit by OUMust create attribute to limit by OU

    Release 12Release 12Rules are specific to operating unitRules are specific to operating unit

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    AME ComponentsAME Components

    Transaction TypesTransaction Types

    AttributesAttributesConditionsConditions

    Actions / Action TypesActions / Action Types

    Approver GroupsApprover GroupsRulesRules

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    Transaction TypesTransaction Types

    Describe the type of transaction on which approvalDescribe the type of transaction on which approvalrules will be based (e.g. Invoice Approval)rules will be based (e.g. Invoice Approval)

    zz 178 Transaction Types in 11.5.10.2178 Transaction Types in 11.5.10.2

    zz 251 Transaction Types in Release 12251 Transaction Types in Release 12

    Custom Types can be created for custom appsCustom Types can be created for custom apps

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    AttributesAttributes

    Variables that represents business data (e.g.Variables that represents business data (e.g.invoice amount, supplier, etc.)invoice amount, supplier, etc.)

    Building blocks of rule developmentBuilding blocks of rule development

    Can be static (constant value) or dynamicallyCan be static (constant value) or dynamically

    retrieved at runtime (SQL query)retrieved at runtime (SQL query)Attribute data types can be alphanumeric, numeric,Attribute data types can be alphanumeric, numeric,

    date, currency or Booleandate, currency or Boolean

    Many basic attributes exist for transaction typesMany basic attributes exist for transaction typesCreate additional attributes for anything linked toCreate additional attributes for anything linked to

    transaction id for header (invoice id, requisition id)transaction id for header (invoice id, requisition id)

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    AttributesAttributesData TypesData Types

    AlphanumericAlphanumericCan accommodate 100 charactersCan accommodate 100 characters

    NumericNumericMust be converted to canonical formMust be converted to canonical formSelect fnd_number.number_to_canonical(123456789) from dualSelect fnd_number.number_to_canonical(123456789) from dual

    DateDateMust return formatMust return format

    YYYY:MON:DD:HH24:MI:SSYYYY:MON:DD:HH24:MI:SSSelect to_char(sysdate, ame_util.versionDateFormatModel) from duSelect to_char(sysdate, ame_util.versionDateFormatModel) from dualal

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    AttributesAttributesData Types contData Types contdd

    CurrencyCurrencyDynamic conversion requires:Dynamic conversion requires:

    zz Numeric columnNumeric column

    zz CurrencyCurrency

    zz Conversion methodConversion method

    BooleanBoolean

    Allowable values are True or FalseAllowable values are True or False

    zzUseUse oror

    to ensure properto ensure properformatformat

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    AttributesAttributes -- TypesTypes

    Mandatory AttributesMandatory Attributes

    zz Defined inDefined in transaction types in AMEtransaction types in AME

    zz Control runtime behaviorControl runtime behavior

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    AttributesAttributes -- TypesTypes

    Required AttributesRequired Attributes

    zz Vary by transaction typeVary by transaction type

    zz Control certain runtime behavior related to the action typeControl certain runtime behavior related to the action type

    Example: Can change starting point for approvalExample: Can change starting point for approvalbased on a querybased on a query

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    AttributesAttributes -- TypesTypes

    Optional AttributesOptional AttributesAny other attributes definedAny other attributes definedfor a transaction typefor a transaction type

    zz This attribute calls aThis attribute calls afunction tofunction todetermine thedetermine the

    number ofnumber ofsupervisors to gosupervisors to goup to reach aup to reach aspecified approvalspecified approval

    amount based on aamount based on acustom tablecustom table

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    ConditionsConditions

    Used to evaluate the value of attributes at runtimeUsed to evaluate the value of attributes at runtime

    Condition result can either be True or FalseCondition result can either be True or False

    Represent theRepresent the IFIFpart of an approval rulepart of an approval rule

    Three types of conditionsThree types of conditions

    zzOrdinaryOrdinary--RegularRegularzzOrdinaryOrdinary--ExceptionException

    zz List ModifierList Modifier

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    ConditionsConditions -- TypesTypes

    OrdinaryOrdinary--ExceptionException

    zz Similar to OrdinarySimilar to Ordinary--Regular, but can only be used inRegular, but can only be used in

    certain Rule Types (e.g. use regular rules except forcertain Rule Types (e.g. use regular rules except forUtility suppliers)Utility suppliers)

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    ConditionsConditions -- TypesTypes

    ListList--ModificationModification

    zz Determines if specified approver appears in an approverDetermines if specified approver appears in an approver

    list (e.g. can be used for conflict of interest checking)list (e.g. can be used for conflict of interest checking)

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    Actions / Action TypesActions / Action Types

    Provide instruction to AME when an approval ruleProvide instruction to AME when an approval rulehas been satisfiedhas been satisfied

    Represent theRepresent the ThenThen part of an approval rulepart of an approval rule

    Determine the approvers and number of approversDetermine the approvers and number of approvers

    Action Types are grouping of actionsAction Types are grouping of actionsCategorized into type of hierarchy on whichCategorized into type of hierarchy on which

    approver lists are basedapprover lists are based

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    Action Types/ActionsAction Types/Actions

    Action TypeAction Type

    Valid Actions for Action typeValid Actions for Action typeAbsolute Job LevelAbsolute Job Level

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    Action TypesAction Types

    ChainChain

    --ofof

    --AuthorityAuthority

    Require approvalRequire approvalfrom level six finalfrom level six final

    approverapprover

    ~Ascends HR~Ascends HRsupervisor hierarchysupervisor hierarchy

    ~Only final approver~Only final approverneeded for approvalneeded for approval

    FinalFinal--ApproverApprover--OnlyOnly

    Require approval upRequire approval upto first supervisor andto first supervisor andlevel six finallevel six finalapproverapprover

    ~Ascends HR~Ascends HRsupervisor hierarchysupervisor hierarchy~Supervisor and final~Supervisor and finalapprover are requiredapprover are requiredto approveto approve

    ManagerManager--thenthen--FinalFinal--ApproverApprover

    ExampleExampleDescriptionDescriptionAction TypeAction Type

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    Action TypesAction TypesChainChain--ofof--AuthorityAuthority

    Require approvals upRequire approvals upto Accountingto AccountingManagerManager

    Ascends HR positionAscends HR positionhierarchy up to ahierarchy up to aspecified positionspecified position

    HRHR--PositionPosition

    Require approvals upRequire approvals upto three supervisorsto three supervisors

    Ascends HRAscends HRsupervisor hierarchysupervisor hierarchya specified number ofa specified number oflevelslevels

    SupervisorySupervisory--LevelLevel

    ExampleExampleDescriptionDescriptionAction TypeAction Type

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    Action TypesAction TypesChainChain--ofof--AuthorityAuthority

    Require approvals upRequire approvals upto position at level 4to position at level 4

    Ascends HR positionAscends HR positionhierarchy a specifiedhierarchy a specifiednumber of positionsnumber of positions

    PositionPosition--LevelLevel

    ExampleExampleDescriptionDescriptionAction TypeAction Type

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    Action TypesAction TypesList ModificationList Modification

    If Approver is Harry,If Approver is Harry,require approval up torequire approval up toone supervisorone supervisor

    Revokes finalRevokes finalauthority from anauthority from anapprover byapprover by

    extending approverextending approverchainchain

    NonNon--FinalFinal--AuthorityAuthority

    If Approver is ITIf Approver is ITManager, allow finalManager, allow finalapprovalapproval

    Grants final authorityGrants final authorityto an approver byto an approver byending the approvalending the approvalchain when targetchain when targetapprover is reachedapprover is reached

    FinalFinal--AuthorityAuthority

    ExampleExampleDescriptionDescriptionAction TypeAction Type

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    Action TypesAction TypesApprover GroupApprover Group

    Require sales taxRequire sales taxgroup approver, thengroup approver, then

    up at least oneup at least onesupervisorsupervisor

    Approvers are addedApprovers are addedbefore or after normalbefore or after normal

    chainchain

    --ofof

    --authority listauthority list

    build for a transactionbuild for a transaction

    Pre and Post ChainPre and Post Chain--OfOf--AuthorityAuthority

    If transaction itemIf transaction item

    contains buildingcontains buildingmaterial, requirematerial, requireapprovals Chris andapprovals Chris andthen Sharonthen Sharon

    ~Ascends custom~Ascends custom

    approver hierarchyapprover hierarchy

    ~Builds chain~Builds chain--ofof--authority typeauthority typeapprover listapprover list

    ApproverApprover--GroupGroup

    ChainChain--ofof--AuthorityAuthority

    ExampleExampleDescriptionDescriptionAction TypeAction Type

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    RulesRules

    The key component in AME application approvalThe key component in AME application approvalsetupsetup

    Represents the translation of an organizationRepresents the translation of an organization

    business approval rule in AMEbusiness approval rule in AME

    Associate one or more conditions to a ruleAssociate one or more conditions to a rule

    Select an action type to build approver listSelect an action type to build approver list

    zz Rule Types determine the action types that can be usedRule Types determine the action types that can be usedon a ruleon a rule

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    Create a new ruleCreate a new rule

    Step 1Step 1 -- Enter name, rule type and item classEnter name, rule type and item class

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    RulesRulesRule TypesRule Types

    ListList--CreationCreation

    zzGenerate ChainGenerate Chain--ofof--Authority Approver ListsAuthority Approver Lists

    zzAcceptable action typesAcceptable action types

    AbsoluteAbsolute--JobJob--LevelLevel

    RelativeRelative--JobJob--LevelLevel

    Dual Chains of AuthorityDual Chains of AuthorityFinalFinal--ApproverApprover--OnlyOnly

    ManagerManager--ThenThen--Final ApproverFinal Approver

    Supervisory LevelSupervisory Level

    zz Example:Example:IF INVOICE_AMOUNT > $500,000 , THEN REQUIREIF INVOICE_AMOUNT > $500,000 , THEN REQUIRE

    APPROVALS UP TO AT LEAST POSITION CFOAPPROVALS UP TO AT LEAST POSITION CFO

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    RulesRulesRule TypesRule Types

    ListList--Creation ExceptionsCreation ExceptionszzGenerate ChainGenerate Chain--ofof--Authority Approver ListsAuthority Approver Lists

    zz Typically used to suppress another listTypically used to suppress another list--creation rulecreation rulezz Uses one ordinary condition and one exception conditionUses one ordinary condition and one exception conditionzzAcceptable action types are same as ListAcceptable action types are same as List--Creation ruleCreation rule

    typetype

    zz Examples:Examples:Rule A: IF INVOICE_AMOUNT < 1000 THEN REQUIRERule A: IF INVOICE_AMOUNT < 1000 THEN REQUIRE

    APPROVALS UP TO 1 SUPERVISORAPPROVALS UP TO 1 SUPERVISORRule B: IF INVOICE_AMOUNT < 1000 AND (Exception)Rule B: IF INVOICE_AMOUNT < 1000 AND (Exception)

    COST_CENTER IS IN (0743) THEN REQUIRE APPROVALS UPCOST_CENTER IS IN (0743) THEN REQUIRE APPROVALS UP

    TO 2 SUPERVISORSTO 2 SUPERVISORS

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    RulesRulesRule TypesRule Types

    ListList--ModificationModificationzz Used to extend or reduce final approver authorityUsed to extend or reduce final approver authority

    zzMust use a condition defined as listMust use a condition defined as list--modificationmodificationzzAcceptable action typesAcceptable action types

    FinalFinal--AuthorityAuthority

    NonNon--Final AuthorityFinal Authority

    zz Examples:Examples:IF INVOICE_AMOUNT > 1000 AND FINAL APPROVER ISIF INVOICE_AMOUNT > 1000 AND FINAL APPROVER IS

    GERALD JONES THEN REQUIRE APPROVAL AT LEAST ONEGERALD JONES THEN REQUIRE APPROVAL AT LEAST ONEJOB LEVEL UPJOB LEVEL UP

    IF INVOICE_AMOUNT > 5000 AND PAYGROUP ISIF INVOICE_AMOUNT > 5000 AND PAYGROUP ISCOMPEQUIPCOMPEQUIPAND ANY APPROVER IS GERALD JONESAND ANY APPROVER IS GERALD JONESGRANT FINAL AUTHORITYGRANT FINAL AUTHORITY

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    RulesRulesRule TypesRule Types

    SubstitutionSubstitution

    zzAllows an approver on approver list to be substituted forAllows an approver on approver list to be substituted for

    another personanother person

    zz Common uses may be whenever an typical approver isCommon uses may be whenever an typical approver isout of the office or unavailable to perform approvals (e.g.out of the office or unavailable to perform approvals (e.g.

    vacation)vacation)zzMust use condition defined as listMust use condition defined as list--modification conditionmodification condition

    zz ExampleExample

    IF ANY APPROVER IS GERALD JONES, THEN SUBSTITUTEIF ANY APPROVER IS GERALD JONES, THEN SUBSTITUTESUSAN BEHN FOR THE APPROVERSUSAN BEHN FOR THE APPROVER

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    RulesRulesRule TypesRule Types

    PrePre-- and Postand Post--ListList

    zz Uses defined Approver Group to generate a list ofUses defined Approver Group to generate a list of

    approversapprovers

    zzApprovers are inserted either before or after the normalApprovers are inserted either before or after the normalchainchain--ofof--authority approver listauthority approver list

    zz Typically used to allow functional specialists to reviewTypically used to allow functional specialists to reviewtransactiontransaction

    zz ExampleExample

    IF LINEIF LINE--TYPE ISTYPE IS TAXTAX, THEN REQUIRE PREAPPROVAL, THEN REQUIRE PREAPPROVALFROM TAX DEPARTMENTFROM TAX DEPARTMENT

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    RulesRulesRule TypesRule Types

    CombinationCombination

    zzAllows different action types to be used as part of a ruleAllows different action types to be used as part of a ruless

    actionsactions

    zzAction Types combinations can either include:Action Types combinations can either include:

    ListList--Creation, ListCreation, List--ModificationModification

    PrePre--Chain of AuthorityChain of AuthorityPostPost--Chain of AuthorityChain of Authority

    ListList--ModificationModification

    SubstitutionSubstitution

    zz Example:Example:IF REQUESTER ISIF REQUESTER IS JOHN DOEJOHN DOE, REQUIRE PRE, REQUIRE PRE--APPROVALAPPROVAL

    FROM TEAM LEAD, POSTFROM TEAM LEAD, POST--APPROVAL FROM AP MANAGERAPPROVAL FROM AP MANAGER

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    Create a new ruleCreate a new rule

    Step 2Step 2 --Add ConditionAdd Condition

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    Create a new ruleCreate a new rule

    Step 3Step 3 --Add Action Type/ActionAdd Action Type/Action

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    Create a new ruleCreate a new rule

    Step 4Step 4Review and FinishReview and Finish

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    AME and Approval WorkflowsAME and Approval Workflows

    Approval routing is controlled by AME rules viaApproval routing is controlled by AME rules viaworkflowworkflow

    Approval workflow communicates with AME to findApproval workflow communicates with AME to findapproversapprovers

    If valid approver is identified, workflow sendsIf valid approver is identified, workflow sends

    notificationnotificationWorkflow continues to send notifications untilWorkflow continues to send notifications untilzzApproval from authorized approver is reachedApproval from authorized approver is reached

    zzInvoice is rejectedInvoice is rejected

    zzApprover list is exhausted or no response receivedApprover list is exhausted or no response received

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    Invoice Approval WorkflowInvoice Approval Workflow

    Invoice Approval WorkflowInvoice Approval Workflow Identify ApproverIdentify Approvernode calls thenode calls theAME API to identify next approverAME API to identify next approver

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    AME SetupAME Setup

    Install latest AME patchInstall latest AME patch

    zz 1111i.i.AME.B (as of March, 2007)AME.B (as of March, 2007)

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    AME SetupAME Setup

    Current AME application uses Oracle Role Based AccessCurrent AME application uses Oracle Role Based AccessModel (RBAC) to access AME componentsModel (RBAC) to access AME components

    The following roles are predefined with 11The following roles are predefined with 11 i.i.AME.BAME.Bzz Approvals Management AdministratorApprovals Management Administrator

    zz Approvals Management AnalystApprovals Management Analyst

    zz Approvals Management System ViewerApprovals Management System Viewer

    zz Approvals Management System AdministratorApprovals Management System Administrator

    zz Approvals Management Process OwnerApprovals Management Process Owner

    zz Approvals Management Business AnalystApprovals Management Business Analyst

    Approvals Management Business AnalystApprovals Management Business Analyst has access to allhas access to allAME components required to define business casesAME components required to define business cases

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    AME SetupAME SetupAll ApplicationsAll Applications

    System AdministratorSystem Administrator

    zz Set the profile optionSet the profile optionAME:InstalledAME:Installedtoto YesYes for specific applicationfor specific application

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    AME for Invoice ApprovalsAME for Invoice Approvals

    AP SetupAP Setup

    zz Payables options related to invoice approvalPayables options related to invoice approval

    Use Invoice Approval WorkflowUse Invoice Approval Workflow

    zz Enables invoice approval in PayablesEnables invoice approval in Payables

    zz All invoices (manual and/or imported) are required to go throughAll invoices (manual and/or imported) are required to go throughworkflow for approvalworkflow for approval

    Allow Force ApprovalAllow Force Approvalzz Allows invoices to be manually approved without going through thAllows invoices to be manually approved without going through thee

    workflow approval cycleworkflow approval cycle

    Require Validation Before ApprovalRequire Validation Before Approval

    zz Requires invoice to be fully validated before it can be initiateRequires invoice to be fully validated before it can be initiated ford forapproval routingapproval routing

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    AME DashboardsAME Dashboards

    Current version 11Current version 11i.i.AME.B delivers a dashboardAME.B delivers a dashboardpage to provide access to AME applicationpage to provide access to AME application

    Dashboard page contents differ depending onDashboard page contents differ depending onwhich AME role is assigned and accessedwhich AME role is assigned and accessed

    AME Business Analyst dashboard providesAME Business Analyst dashboard provides birdsbirds--eye vieweye view of AME setup components (e.g. attributes,of AME setup components (e.g. attributes,conditions, rules)conditions, rules)

    AME Administrator dashboard provides view to itemAME Administrator dashboard provides view to item

    classes, mandatory attributes, configurationclasses, mandatory attributes, configurationvariables and the exception logvariables and the exception log

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    Business Analyst DashboardBusiness Analyst Dashboard

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    Administrator DashboardAdministrator Dashboard

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    Business Case #1Business Case #1

    Require Approvals up 1 level from invoice requesterRequire Approvals up 1 level from invoice requesterfor any invoice $100 or greaterfor any invoice $100 or greater

    The following AME components need to be definedThe following AME components need to be defined

    zzAttribute: Total Invoice AmountAttribute: Total Invoice Amount

    zzCondition: Total Invoice Amount >= 100Condition: Total Invoice Amount >= 100

    zzRule: If Total Invoice Amount >= 100, thenRule: If Total Invoice Amount >= 100, thenrequire approvals up to first supervisorrequire approvals up to first supervisor

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    Business Case #1Business Case #1Attribute SetupAttribute Setup

    Attribute Name: SB_INVOICE_AMTAttribute Name: SB_INVOICE_AMT

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    Business Case #1Business Case #1Condition SetupCondition Setup

    Condition Name: SB_INVOICE_AMT is greater than orCondition Name: SB_INVOICE_AMT is greater than orequal to 100equal to 100

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    5454

    Business Case #1Business Case #1Rules SetupRules Setup

    Total Invoice Amount >= $100, then require approvals up toTotal Invoice Amount >= $100, then require approvals up tothe first supervisor (SB Invoice Rule (> $100)the first supervisor (SB Invoice Rule (> $100)

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    5555

    Business Case #2Business Case #2

    Require preRequire pre--approval from the Tax Approverapproval from the Tax Approvergroup, for any invoices $100 or greater with Salesgroup, for any invoices $100 or greater with Sales

    Tax linesTax linesThe following New AME components need to beThe following New AME components need to be

    defineddefined

    zzAttribute: Sales Tax Present on InvoiceAttribute: Sales Tax Present on Invoicezz Condition: Sales Tax Present on Invoice > 0Condition: Sales Tax Present on Invoice > 0

    zzApprover Group: Sales Tax GroupApprover Group: Sales Tax Group

    zz Rule: If Sales Tax Present on Invoice > 0, then requireRule: If Sales Tax Present on Invoice > 0, then requireprepre--approval from the sales tax approver group, then upapproval from the sales tax approver group, then upto the first supervisorto the first supervisor

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    Business Case #2Business Case #2Condition SetupCondition Setup

    Condition Name: SB_SALES_TAX_PRESENT is greaterCondition Name: SB_SALES_TAX_PRESENT is greaterthan 0than 0

    C #B i C #2 GA G

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    Business Case #2Business Case #2Approver GroupApprover Group

    Approver Group: SB Sales Tax GroupApprover Group: SB Sales Tax Group

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    AME T ti W kb hAME T ti W kb h

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    AME Testing WorkbenchAME Testing Workbench

    1111ii.AME.B provides a testing workbench to allow.AME.B provides a testing workbench to allowdefined business rules to be evaluated and testeddefined business rules to be evaluated and tested

    against transactionsagainst transactionsTesting workbench allows user to verify variousTesting workbench allows user to verify various

    aspects of setupsaspects of setups

    zzAre attribute values, particularly custom attributesAre attribute values, particularly custom attributesretrieving values correctly?retrieving values correctly?

    zz Does the invoice satisfy the appropriate rule?Does the invoice satisfy the appropriate rule?

    zz Is the proper approver chain being generated for theIs the proper approver chain being generated for thetransaction based on the rule chosen?transaction based on the rule chosen?

    AME T ti W kb hAME Testing Workbench

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    AME Testing WorkbenchAME Testing Workbench

    The testing workbench can be accessed from theThe testing workbench can be accessed from theBusiness Analyst DashboardBusiness Analyst Dashboard

    Using the AME Testing WorkbenchUsing the AME Testing Workbench

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    Using the AME Testing WorkbenchUsing the AME Testing Workbench

    To execute a test within the workbench, a test caseTo execute a test within the workbench, a test casecan be defined and attributes entered manuallycan be defined and attributes entered manually

    Using the AME Testing WorkbenchUsing the AME Testing Workbench

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    Using the AME Testing WorkbenchUsing the AME Testing Workbench

    The following confirmation page appears onceThe following confirmation page appears oncechanges are savedchanges are saved

    Testing WorkbenchTesting Workbench An ExampleAn Example

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    Testing WorkbenchTesting WorkbenchAn ExampleAn Example

    Run a real transaction test for Business Case #2Run a real transaction test for Business Case #2Enter an invoice with a Sales Tax lineEnter an invoice with a Sales Tax line

    Testing WorkbenchTesting Workbench An ExampleAn Example

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    Testing WorkbenchTesting WorkbenchAn ExampleAn Example

    Testing WorkbenchTesting Workbench An ExampleAn Example

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    Testing WorkbenchTesting WorkbenchAn ExampleAn Example

    Create new test case (Create new test case (OAUG Test Case)OAUG Test Case). Choose. ChooseRun Real Transaction TestRun Real Transaction Testto execute a testto execute a test

    Testing WorkbenchTesting Workbench An ExampleAn Example

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    Testing WorkbenchTesting Workbench An ExampleAn Example

    Transaction id is the id of the invoice enteredTransaction id is the id of the invoice enteredearlierearlier

    Testing WorkbenchTesting Workbench An ExampleAn Example

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    Testing WorkbenchTesting Workbench An ExampleAn Example

    First page previews the retrieved values for anyFirst page previews the retrieved values for anydefined attributesdefined attributes

    Testing WorkbenchTesting Workbench An ExampleAn Example

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    Testing WorkbenchTesting Workbench An ExampleAn Example

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    Testing Workbenchg An Examplep

    Last page previews any applicable rules satisfiedLast page previews any applicable rules satisfiedby the transaction and the approver list that wasby the transaction and the approver list that wasbuiltbuilt

    Testing WorkbenchTesting WorkbenchAn ExampleAn Example

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    gg pp

    To test other options quickly without creatingTo test other options quickly without creatingadditionaladditional transactionstransactions

    zz Save the real transaction testSave the real transaction testzz Edit the transaction test and change attribute resultsEdit the transaction test and change attribute results

    zz Save the altered transaction test with a new nameSave the altered transaction test with a new name

    zz Run the saved testRun the saved test

    ReferencesReferences

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    Oracle Approvals Management Implementation Guide RelOracle Approvals Management Implementation Guide Rel11i11iPart No. B25324Part No. B25324--01, MetaLink Note 336901.101, MetaLink Note 336901.1

    Oracle Approvals Management Developers Guide ReleaseOracle Approvals Management Developers Guide Release

    AME.BAME.B, MetaLink Note 289927.1, MetaLink Note 289927.1

    How to Implement the Invoice Approval WorkflowHow to Implement the Invoice Approval Workflow,,

    MetaLink Note 269057.1MetaLink Note 269057.1

    Oracle Payables Users Guide 11iOracle Payables Users Guide 11iPart No. A81180Part No. A81180--0707 Oracle Approvals Management Not Enabled? What does itOracle Approvals Management Not Enabled? What does it

    take to Enabled It?take to Enabled It?, MetaLink Note 413300.1, MetaLink Note 413300.1

    About Oracle Approvals Management Minipack BAbout Oracle Approvals Management Minipack B,,

    MetaLink Note 336004.1MetaLink Note 336004.1

    Questions and AnswersQuestions and Answers

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    Thank you!Thank you!

    Susan Behn and Gerald Jones

    [email protected]@solutionbeacon.com

    www.solutionbeacon.com

    Real Solutions for the Real World.

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    Questions and AnswersQuestions and Answers

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    7676

    Thank you!Thank you!

    Real Solutions for the Real World.

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