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How to Setup & Use AME (Approval Management Engine) For Purchase
Requisition Approvals

Purchase Requisitions can be routed for approval using the AME Approval
Management Engine. This whitepaper describes how to setup AME for use with
requisition approvals, and shows how a requisition approval list is built based on
the AME setup. Approvers in the AME based approver list are assigned to the
requisition based on the AME rules setup for the Purchase Requisition Approval
transaction. Similar setup can be done for Requester Change Order Approval
and for Internal Requisition Approval, although those are not specifically covered
in this whitepaper. The screenshots provided are based on 11i.AME.B, and
some of the navigation details are specific to 11i.AME.B. However, most of the
details provided are applicable to 11i.AME.A and higher including R12.

Assign AME Roles and Responsibilities

AME responsibilities in 11i.AME.A are assigned directly to the users. However,


In R12 or 11i.AME.B and higher, AME responsibilities are assigned indirectly to
users through roles. The roles are assigned to the users by the SYSADMIN user
using the User Management responsibility. Once the roles are assigned, the
AME responsibilities are automatically available to the users without specifically
assigning the AME responsibilities to the users. Here are steps to assign the
roles:

1. Login as System Administrator user

2. Select the responsibility "User Management". (NOTE: User Management data is


stored in the UMX schema)
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3. Select "Users" menu option

4. Search for the user to whom you wish to grant AME roles

5. In the results table, click on update icon (shown in screenshot above)


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6. In the update user page, user details can be seen along with a list of roles available
to user

Click on "Assign Roles" (shown in screenshot above)

7. Search for Approval% and Select roles from the resulting LOV. Choose the roles
that are applicable (proper authority) for the user, and click the Select button.
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8. Specify justification and relevant dates for the newly assigned roles, and
click Apply to assign the roles to the user.

Reference <<Note 413300.1>> Oracle Approvals Management Not Enabled? What Does
It Take To Enable It?

Grant Transaction Type Access to Users

AME restricts access to transaction types using Data Security. Grant users access to the
transaction types using the Grants page. Set up user access as follows:

1. Navigate to the Personal Home Page.


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2. Select Functional Administrator Responsibility

3. From the Grants page, press on the Create Grant button


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4. Create a grant with the following information:


· Name <specify a descriptive name>
· Grantee Type = Specific User
· Grantee = <The user which you just created>
· Object = AME Transaction Types
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5. Click Next and select the Object Data Context


· Data Context Type = All Rows

6. Click Next to define the object parameters and Select Set


· Set = AME Calling Applications

7. Click Next, review the setups and then Finish the process.
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Review and Modify AME Setup

AME is designed to provide approval logic for many transaction types.


Transaction types used for Purchase Requisitions include the following:
Purchase Requisition Approval, Internal Requisition Approval, and Requester
Change Order Approval. This whitepaper focuses on Purchase Requisition
Approval, however, many of the concepts are applicable to the other two
requisition transaction types as well. Likewise, some examples and comments in
this paper are written in iProcurement context, but the same AME concepts apply
to core apps requisitions also.

1. Navigate to the Approvals Management Business Analyst, Standard


responsibility

2. Choose the Business Analyst Dashboard menu from the responsibility


(see image above)

3. Use the Transaction Type LOV to search and select the transaction type =
Purchase Requisition Approval
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4. Use the links on the right in the Approval Process Setup region to set the
components (Attributes, Conditions, Action Types, Approver Groups) and rules,
or to use the test workbench in AME.

1. Action Types
1. An action type is a collection of actions having similar functionality.
Every action belongs to an action type. Action types are enabled or
disabled for a particular transaction type. AME may give an error
when attempting to enable an action type for a transaction if the
transaction is not designed to allow that action type. Reference
<<Note 293315.1>> 11.5.10 FAQ for Approvals Management
(AME) Integration For iProcurement and Purchasing - for a list of
action types allowed for requisition transactions in AME. In
addition, <<Note 404152.1>> Release Content Documents for E-
Business Suite R12 - provides a link to the Procurement Family
RCD which clarifies (Section 3.4.2.14) that requisition approval with
Oracle Approvals Management (AME) in R12 allows use of Position
Hierarchy based Approvals, Parallel Approvals, and Support for FYI
Notifications.
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2. To disable or enable action types for the transaction, select the


Action Types link

3. The Action Types page shows the action types that are currently
enabled for the transaction type (Purchase Requisition Approval).
Use the Previous and Next links to scroll through the list of enabled
action types. Select the Use Existing Action Type button to see
other pre-defined action types available in AME. Some of these
may or may not be applicable to the currently select transaction
type; AME will give an error if the user tries to add a non-relevant
action type for the selected transaction type.
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4. Navigate to HR responsibility -> Work Structures -> Job ->


Description - to assign a Level (Approval Authority) to a Job.

Query up the Job and enter the appropriate Job Level in the
Approval Authority field.

5. In AME, select any or all of the following Action Types for JOB
BASED approvals if applicable for your business requirements:
1. absolute job level / chains of authority based on
absolute job level
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2. final approver only / chains of authority containing only


the final job-level approver
3. manager then final approver / chain of authority includes
requestor's manager and then the final approver
4. relative job level / chains of authority based on relative
job level
5. supervisory level / chains of authority based on number
of supervisory levels
6. In AME, select any or all of the following Action types for
APPROVER GROUP approvals if applicable for your business
requirements:
1. post-chain-of-authority approvals / group approvals after
the chain of authority
2. pre-chain-of-authority approvals / group approvals
before the chain of authority
3. approval-group chain of authority / chain of authority
includes an approval group
7. In AME, select any of all of the following Action types for
POSITION BASED approvals (Only in R12 and higher) if
applicable for your business requirements
1. hr position / chains of authority based on a particular
HR position
2. hr position level / chains of authority based on HR
positions
2. Attributes
1. Attributes are the base element for an AME Rule. Attribute values
are retrieved from the Oracle EBusiness Suite Applications
database or derived from values in the database. AME is seeded
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with attributes relevant to the transaction type, and the user can
create new attributes in AME for use in AME rules.

2. Select the Attributes link to view or add attributes for the selected
transaction type

3. Use the Previous and Next links to scroll through the existing
attributes. Some of the attributes relevant to Purchase Requisition
Approval include ITEM_CATEGORY, ITEM_NUMBER, and
REQUISITION_TOTAL as well as other attributes. When AME
approvals is enabled for purchase requisitions, these values are
retrieved for the relevant requisition while navigating through
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iProcurement checkout or core apps requisition create, and AME


uses this information to determine the appropriate AME rule(s) to
use.

4. In addition to the seeded attributes, a customized attribute can be


created. DAVE_CATEGORY_SEGMENT is an example of this.
This attribute uses a query to capture SEGMENT1 of the Item
Category flexfield. The Item Category flexfield may be setup to use
one or more segments; this customized AME attribute captures
only SEGMENT1 of the flexfield. This allows the users to setup
conditions and rules that are dependent on a certain value in
SEGMENT1 of the ITEM Category used on the requisition. NOTE:
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The new attribute DAVE_CATEGORY_SEGMENT1 uses the same


sql query as the seeded ITEM_CATEGORY AME attribute, except
it selects mck.segment1 rather than
mck.concatenated_segments.

3. Conditions
1. Conditions identify values and value ranges for some or all of the
attributes available. AME rules refer to these conditions to
determine if a particular rule is applicable for the specific document
(requisition) being approved. For example, an AME rule can be
setup to require certain approvers if $0 USD <= requisition total <
$1000 USD. Since REQUISITION_TOTAL is a seeded attribute,
the user can define a condition $0 USD <= requisition total < $1000
USD, and then use this condition in a rule to require certain
approvers for the requisition. The rule cannot refer to this condition
until it is defined in AME Conditions for the Purchase Requisition
Approval transaction type.
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2. Select the Conditions link from the AME Business Analyst


Dashboard after specifying the Purchase Requisition Approval
transaction type.

Selecting the Conditions link will display the existing conditions


defined for the transaction type, and also allow the user to create
new conditions for the transaction.
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3. Click the Create button to create a new condition

4. To define the new condition, specify whether the condition is


ordinary, or an exception condition (which can only be used in an
exception rule – see the online Help for details). Use the
Attribute LOV to choose the attribute on which the condition is
based. The condition will specify a value or range of values for
the attribute, so the attribute must be selected before the
value(s) can be defined.

5. Define the allowed value or value range for the selected


attribute. Click Apply to complete the condition definition.
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4. Approver Groups
1. Approver Groups are optional. Setup Approver Groups if
additional approvers are required for particular conditions, or to
specify a dynamic sql query for additional approvers. The rules
defined for the transaction can be based on Approver Groups,
Jobs defined in HR setup, or Positions defined in HR setup (only
in R12); the rules may also use a combination of Job, Position,
and Approver Group basis. (See the Rules details later in this
paper for more information about the rules)

2. Select the Approver Groups link from the AME Business Analyst
Dashboard.

3. View and edit existing approver groups, or Click the Create


button to create a new approver group.

4. When creating the approval group specify all the mandatory


values.
1. Give a name and description to the approval group.
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2. Specify an order number (order number of this


approver group relative to other approver groups).
3. Choose a voting regime – only Serial is supported for
Purchase Requisition Approval in 11.5.10 and 11.5.9.
R12 does allow other voting regimes that use parallel
routing.
4. Choose Static if approvers will be selected when
defining the approval group, or choose Dynamic if a
sql query is used to dynamically find the approvers for
this approver group when the requisition approval
transaction is being processed.
5. Click the Add Another Row button to add approvers to
the approval group now.
6. Click Apply to save the approver group

5. The approval group members can be added as additional


approvers to the normal chain of command approvers generated
by AME.
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5. Rules
1. Define rules to specify approvers that should be included in the
approval list under specific conditions for the requisition approval
transaction.
2. Select the Rules link from the AME Dashboard after selecting the
transaction type – Purchase Requisition Approval

3. Review the list of existing rules already defined for the


transaction
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4. Select the Create button to create a new rule for the transaction.
(Optionally, if there already exists a similar rule choose the
Duplicate icon or the Use Existing Rule button).

5. Step 1 of 4: Specify a name for the new rule and choose the rule
type and effective dates.

Rule types are explained in the AME online help pages along
with examples. The most common types are List Creation, Pre
List Approver Group and Post List Approver Group. (NOTE:
Some rule types may not be available if the corresponding action
types have not been assigned to the transaction – Purchase
Requisition Approval. Use the Action Types feature to add or
remove action types for the transaction)
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6. Step 2 of 4: Specify one or more conditions that activate the


rule. The Conditions are defined in the AME Setup, and they
may be seeded conditions or user defined conditions.

7. Step 3 of 4: Choose the Action Type and then choose a specific


action. The list of actions available is dependent on the Action
Type selected. The actions are related to Jobs, Positions (in
R12), or Approver Groups. (Action Types are discussed
previously in this whitepaper)

8. Step 4 of 4: Review the rule details and click Finish to complete


the rule setup, or click Back to make changes.
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6. Test Workbench
1. Use the Test Workbench to determine which AME Rule(s) apply to
a specific requisition, or to determine which AME Rule(s) apply for
an adhoc combination of values specified at the time of the test.
Select the Test Workbench link from the AME Dashboard

1. Specific Requisition test


1. Click the Run Real Transaction Test button.

2. Specify the value of


REQUISITION_HEADER_ID from
PO_REQUISITION_HEADERS_ALL as the
Transaction Id value. Click Go to see the AME
rules that apply to the requisition.
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3. Adjust the rules setup to cause rules to be


called differently based on the business
requirements.
2. Adhoc test
1. Click the Create button on the Test Workbench
page

2. Specify Name and Description for the test, and


specify values for pertinent attributes (e.g.
Requisition Total = $100 USD)

3. Click the Run Test Case button to see the


applicable AME rules, and the resulting AME
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approval list that will be built based on the


conditions specified for the attributes.

Enable AME for Requisition Approval

1. Navigate to Purchasing responsibility


2. Setup / Purchasing / Document Types
3. Select Purchase Requisition (or Internal Requisition) as the document
type
4. Specify Approval Transaction Type = PURCHASE_REQ to enable AME
approvals for Purchase Requisitions in the current operating unit
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Test the Functionality

1. Create a requisition in Core Apps Purchasing or iProcurement and verify


that the Approval List is built per the AME rules based on the conditions
present on the requisition attributes.

View the AME Setup

1. Click the Setup Report link in the Quick Links section of the Dashboard

2. Select the appropriate transaction type (Example: Purchase Requisition


Approval) and click Go.

3. Click the Printable Page button to view the complete setup for the selected
transaction type (Attributes, Conditions, Rules, Approval Groups, and etc.)
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4. Compare the AME setup to the requisition attributes and approval list generated
for a specific requisition, or compare the AME setup to the business requirements.

NOTE: This document is not considered formal documentation of the product, but is a
useful tool for applying the functionality described.