CompanyBackground
Boston New York Atlanta Germany India
Inoperationsince2002withconsistent yearoveryeargrowth,privatelyheld Inc500/5000listoffastestgrowingU.S. companies OfficesinUSA MA(HQ),NewYork, Atlanta,GermanyandIndia Over400employeeswithstronglocal presence CoreSpecializations:EBusinessSuite, BusinessIntelligence/Enterprise PerformanceManagement,Fusion Middleware,InfrastructureServices, EducationServices FoundedbyformerOracleConsulting Serviceemployees
AppsAssociatesLLC
Agenda
WhatisAME/WhatarethevarioususesofAME NewfeaturesavailableinR12 PowerofAME:CaseStudyPORequisitionApproval/Methodology AMEImplementationSteps: AssignRoletoSetupUser GrantAccesstoTransactionTypetoSetupUser CreateAttributes CreateConditions CreateApprovalGroups CreateRules SetupProfileOptions UpdatePORequisitionsDocumentType 6.CaseStudy ServiceContractApprovalwithParallelApproval 7.AMETestWorkbench 8.References
3
1. 2. 3. 4.
WhatisAME?
1.
2.
Release12 PORequisitionAMEApprovalNewFeatures
1. ParallelApprovals:notificationsaresentouttomultiplepeople simultaneouslytospeeduptheapprovalprocess. 2. SupportforViewers:FYIapprovalnotificationsaresenttospecificusers whoseapprovalsarenotrequired. 3. PositionHierarchySupport:ApprovallistsbuiltwithinAMEare generatedbasedonthepositionhierarchy.ThePositionHierarchy methodinAMEhassomedifferenceswhichallowsittomodelnot exactlywithPObasedApprovals 4. PurchaseOrdersarestillNOT integratedwithAME.OnlyRequisitions canuseAMEforapprovalrouting.
AG9 Approver must have authorization to approve CCN O Cost Center Approver Requestors YES Limit > PO Supervisor Req. Amt Approval
Post Approval
FN1 AG13
# 3 Cap Expense Requisition Requestors Finance Approval if Pre-Approval Prepare is (CC Based) different
AG1
YES
AG2
CFO Approval Approver must have authorization to approve CC Approver Limit > PO Req. Amt NO Find Task Managers Supervisor
FN2
AG13
# 4 Project Requisition (Non- Cap) Finance Pre-Approval (CC Based) Task Manager Approval (If Null Project Manager)
AG1
AG10
AG3
Post Approval
PASS AME Admin Check for multiple req types / FAIL proj./ tasks
FN3
AG13
AG1
AG4
YES
AG2
FN7
CFO Approval
FN4
AG13
AG5
YES Requestor Limit > PO Req. Amt NO Supervisor Approval NO
AG1 AG11
Approver Limit > PO Req. Amt YES
AG3
FN6
AG13
AG7
ConvertingBusinessApprovalFlowtoAMERule
IF
All Conditions are TRUE
AME Admin Check for multiple req types / proj./ tasks Check Req. Type Cap. Project Requestors Approval if Prepare is different
THEN
Requires Approval from
Task Manager Approval (If Null Project Manager) Finance Pre-Approval (CC Based) CFO Approval
FAIL
AG13 FN4
FN7
AG5
AG1
AG3
Reject Send approvaltoAME Admin if requisitionhas lineswithdifferent typesORmultiple projects FNX=Functionusedintheattribute AGX=ApprovalGroup
AMEImplementationSteps
1. 2. 3. 4. 5. 6. 7. 8. AssignAMEBusinessAnalystRoles GrantAccesstoTransactionTypes CreateAttributes CreateConditions TRANSACTION TYPE CreateApprovalGroups CreateRules RULE(S) SetupProfileOptions UpdatePOApprovalWorkflowforDocument Type ACTION(S) CONDITION(S)
ACTION TYPE(S)
ATTRIBUTE(S)
APPROVAL GROUPS
AssignAMERoletoSetupUser
1. LoginasSYSADMIN 2. NavigatetoUserManagement 3. SearchUser>Update>
GrantAccesstoTransactionTypetoSetupUser
AMErestrictsaccesstotransactiontypesusingDataSecurity. Grantusersaccesstothetransaction types usingtheGrantspage.Setupuseraccessasfollows: a.NavigatetothePersonalHomePage. b.SelectFunctionalAdministratorResponsibility c.FromtheGrantspage,pressontheCreateGrantbutton d.Createagrantwiththefollowinginformation: Name<specifyadescriptivename> GranteeType=SpecificUser Grantee=<TheuserwhodesiresAMEaccess> Object=AMETransactionTypes e.ClickNextandselecttheObjectDataContext DataContextType=AllRows f.ClickNexttodefinetheobjectparametersandSelectSet Set=AMECallingApplications g.ClickNext.Reviewthechangesandthenfinishtheprocess.
10
ApprovalsManagementBusinessAnalyst
SelectTransactionType
11
CreateAttribute
Case Sensitive
12
CreateConditions
13
CreateApprovalGroups
14
AMERuleBuildingBlocks
Attributes Conditions ApprovalGroups
15
CreateRules
16
SetupProfileOptions
SetupprofileoptionforApplication=PurchasingandProfile= AME:Installedasfollows.
17
UpdateDocumentType
PurchasingSuperUser>Setups>Purchasing>DocumentTypes ChangeApprovalTransactionTypetoPURCHASE_REQ.
18
ServiceContractApprovalProcessFlow
Notify Supervisor
Find out Approvers Custom Profile XYZ Service Contract Approver Non US_OU
Operating Unit OP1 OP2 OP3 OP4 OP5 OP6 OP7 OP8
Find Out Approvers Custom Profile XYZ Service Contract Approver US_OU
20
TestWorkbench
TestWorkbench displaystheattributevaluesforthetransaction,approval listsandrulesusedtogeneratetheapprovallist.
21
References
1. How To Setup And Use AME For Purchase Requisition Approvals [ID 434143.1] 1. FAQ AME iProcurement In Release 12 [ID 396216.1] 2. 11.5.10 PO: Approval Management Engine - How to Create AME Rules For One Approver [ID 305295.1] 3. Master Reference For AME Based Requisition Approval In R12 [ID 1207863.1] 4. How To Add Viewers (FYI Notification Recipients) In R12 When Using AME [ID 472871.1]
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Questions
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