ORACLE PURCHASING, RELEASE 11.5.

10

AME: APPROVAL RULES

 
 
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Purpose
It tests the creation of an approval rule in AME with one approver using the conditions specified. 
 Create a Rule in AME
 Create a Requisition with the above rule in Internet Procurement
 Verify that one approver shows up in the approval page
 Submit the requisition and verify that the status of the requisition is approved
Requirements:
For this flow, we assume that your username is correctly setup as an employee and that a supervisor is defined.
 
Step Detailed Steps Parameters Values
General Steps
No.
Responsibility: Approvals Management    
Administrator Currency Code:
Navigation: Approvals Lower Limit:
 Click in Set Transaction Type
Select the transaction type as Purchase Requisition Upper Limit:
Approval
Click the condition tab
Click the Add condition button
Select the radio button Ordinary header
Click the continue button
 
1.
Select Requisition Total from the attribute list of
Create a condition
values
Click the Continue button
Enter the following fields:
Currency Code:  Your currency code
Lower Limit: 1000
Upper Limit: 25000
Include Lower Limit: yes
Include Upper Limit: yes
Click the Create Condition button
 
    Responsibility: Approvals Management    
  Administrator  
2. Create a rule Navigation: Approvals  
Click the Rules tab
Click the Add a Rule and Usage button
Step 1: Enter the required fields
Description: Requires approvals up to 1 level
Step Detailed Steps Parameters Values
General Steps
No.
Rule Type: List Creation Rule
Start Date: Sys date
End Date: Sys date
Click the continue button
Step 2: Select the radio button Chains of authority
based on absolute job level
Click the Continue Button
Step 3: Select Requires approval up to at least level 1
Click the continue button
Step 4: Select the Radio Button None under
Subordinate Item Class
Click the continue button
Step 5: Select Requisition Total under Header
Attributes
Click the Continue Button
Step 6: Select the condition that you have created in
step 1  (1000 USD <= REQUISITION_TOTAL <=
25,000 USD)
Click the Continue Button
Click the return to portal link
3. Responsibility: Internet Procurement    
Create a requisition From the Home Page: Item:
Select the Categories tab  
Search for any item in the Search all local contents
field
Press the go button
Click the Add to cart button to add the item to the
shopping cart
Click the view cart and checkout button
 Step Detailed Steps Parameters Values
General Steps
No.
Click the Update Link and change the quantity of the
item so that the total amount is above $1000 but
below $25000
Click the checkout button
Click the next button. The approver page opens.
Verify that one approver shows up in the approval list
table.
Click the next button to review the requisition
information
Click the submit button
 
Responsibility: Oracle Purchasing    
 
Navigation: Notification Details
 
Log in as the approver
Click on the link: Purchase Requisition step 3 from
4 Preparer for Currency xxxx requires your
Approve the requisition
approval
Click the Approve Button
Click the Return to Portal Link and navigate to
Requisition Summary to see the requisition status is
Approved.