Company Confidential For Oracle Internal Use Only

Payables - How to Setup AME

to Process Line Level
Approvals in AP
Demo Script (Internal)
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age %
Company Confidential For Oracle Internal Use Only
&a!le of Contents
Payables - How to Setup AME to Process Line Level Approvals in AP......................................................1
Payables - How to Setup AME to Process Line Level Approvals in AP....................................................................1
AME - Configure the Payables Approval ransaction ype..................................................................................!
AME - Setup Approval "roup................................................................................................................................#
AME - Setup Con$itions.........................................................................................................................................%
AME - Setup &ules.................................................................................................................................................'
Payables - Enable (nvoice Approvals.....................................................................................................................)
Payables - Enter an (nvoice.....................................................................................................................................*
Payables - Approve (nvoice..................................................................................................................................11
+lowchart..................................................................................................................................................................1,
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age i
Company Confidential For Oracle Internal Use Only
aya!les " 'o( to )et*p A#+ to rocess ,ine ,evel Approvals in
A
Document Control
Date Owner App
Release
Version !an"e Re#erence
-#-Mar-!--. /ic0.1ennison 1!.- v1.-
b!ective
he purpose of this pro$uct functionality $e2o script is to set up AME to process line level
approvals in AP.
(n this scenario3 you want to have any line ite2s entere$ on an invoice that are bille$4$istribute$
to either the (nternational Sales organi5ation or the "overn2ent Sales organi5ation approve$ by
specific e2ployees. he approvals are for the line ite2s only.
"#at$s %ew&
Line ite2 approvals in payables.
Pit'alls
/4A
Assumptions
/4A
(elate) *usiness +low(s)
his script 2aps to the following e6usiness +lows or e6+s 7for2erly 0nown as C6+s3 86+s3
"ran$ Sla2 +lows9:
(elate) Documents
/4A
*e,in Demo
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age %
Company Confidential For Oracle Internal Use Only
aya!les " 'o( to )et*p A#+ to rocess ,ine ,evel Approvals in
A
AME - on#i"ure t!e Payables Approval $ransaction $ype
1. Log into ;racle Applications
%iel& Vision Operations
<serna2e4passwor$ ;perations4welco2e
7H9 Apps/avigator = 7H9 Approvals Manage2ent A$2inistrator = 7H9 Configuration
>ariables 7fro2 ?uic0 Lin0s - right si$e of screen9
?uery ransaction ype: Payables (nvoice Approval = 769 "o = <p$ate the following
"eneral Configuration >ariables
/ote: Ma0e these changes in the ransaction ype colu2n ;/L@.
%iel& Vision Operations
Allow All (te2 Class &ules @es 7$rop $own9
769 Apply = 7H9 Ho2e
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age 2
Company Confidential For Oracle Internal Use Only
aya!les " 'o( to )et*p A#+ to rocess ,ine ,evel Approvals in
A
AME - Setup Approval 'roup
!. Create Approval "roup for Payables (nvoice Approval
7H9 Approvals Manage2ent 6usiness Analyst
Enter APayables (nvoice ApprovalA in the Select ransaction ype fiel$ within the
Approval Process Setup region on the right si$e of the screen.
7H9 Approver "roups = 769 Create = Enter the following values:
%iel& Vision Operations
/a2e "overn2ent Sales Approval
1escription Approval group for "overn2ent Sales CC,'-
;r$er /u2ber !.
>oting Metho$ Serial
<sage ype Static
Scroll to botto2 of win$ow = 769 A$$ Another &ow = Enter the following values:
%iel& Vision Operations
Approver ype H& People
Approver Pal2er3 Bi2
;r$er /u2ber 1
769 Create Another = Enter the following values:
%iel& Vision Operations
/a2e C+; ;ffice Approval
1escription Approval group for the C+; ;ffice CC.!-
;r$er /u2ber !)
>oting Metho$ Serial
<sage ype Static
Scroll to botto2 of win$ow = 769 A$$ Another &ow = Enter the following values:
%iel& Vision Operations
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age -
Company Confidential For Oracle Internal Use Only
Approver ype H& People
Approver Apt3 Peter
;r$er /u2ber 1
769 Apply
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age .
Company Confidential For Oracle Internal Use Only
aya!les " 'o( to )et*p A#+ to rocess ,ine ,evel Approvals in
A
AME - Setup on&itions
#. Create con$itions for Payables (nvoice Approval
7S9 Con$itions = 769 Create = Enter the following values:
%iel& Vision Operations
Con$ition ype ;r$inary
Attribute S<PPL(E&C(/>;(CEC1(S&(6<(;/CC;SCCE/E&
String >alue ,'-
/ote: @ou will nee$ to tab out of the attribute fiel$ in or$er for the String >alue fiel$ to
appear.
769 Create Another 719 = Enter the following values:
%iel& Vision Operations
Con$ition ype ;r$inary
Attribute S<PPL(E&C(/>;(CEC1(S&(6<(;/CC;SCCE/E&
String >alue .!-
769 Apply
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age /
Company Confidential For Oracle Internal Use Only
aya!les " 'o( to )et*p A#+ to rocess ,ine ,evel Approvals in
A
AME - Setup Rules
,. Create rule for cost center ,1-
79 &ules = 769 Create = Enter the following values 7Step 1of,9:
%iel& Vision Operations
/a2e Line 1istribution CC.!- &eDuires C+; Approval
&ule ype List Creation
(te2 Class 1istribution
Start 1ate E1efaults=
En$ 1ate E1efaults=
769 /eFt = 769 A$$ Con$ition
Enter (te2 Class: 1istribution in the search region = 769 "o
Select the boF neFt to the con$ition:
S<PPL(E&C(/>;(CEC1(S&(6<(;/CC;SCCE/E& in 7.!-9
769 Continue = 769 /eFt = Enter the following values for Action:
%iel& Vision Operations
Action ype approval-group chain of authority
Action &eDuire approval fro2 C+; ;ffice Approval "roup
769 /eFt = 769 +inish
%. Create rule for cost center ,'-
79 &ules = 769 Create = Enter the following values 7Step 1of,9:
%iel& Vision Operations
/a2e Line 1istribution CC,'- &eDuires "overn2ent Sales Approval
&ule ype List Creation
(te2 Class 1istribution
Start 1ate E1efaults=
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age 0
Company Confidential For Oracle Internal Use Only
En$ 1ate E1efaults=
769 /eFt = 769 A$$ Con$ition
Enter (te2 Class: 1istribution in the search region = 769 "o
Select the boF neFt to the con$ition:
S<PPL(E&C(/>;(CEC1(S&(6<(;/CC;SCCE/E& in 7,'-9
769 Continue = 769 /eFt = Enter the following values for Action:
%iel& Vision Operations
Action ype approval-group chain of authority
Action &eDuire approval fro2 "overn2ent Sales
769 /eFt = 769 +inish = 7H9 Ho2e
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age 1
Company Confidential For Oracle Internal Use Only
aya!les " 'o( to )et*p A#+ to rocess ,ine ,evel Approvals in
A
Payables - Enable (nvoice Approvals
'. Enable (nvoice Approvals in Payables
7/9 = Payables3 >ision ;perations 7<SA9 = Setup = ;ptions = Payables ;ptions = 79
Approval = Ma0e the following changes:
/ote: his change affects all users for >ision ;perations. (nvoice approval will be reDuire$
before an invoice can be pai$. Please verify that no $e2onstrations are sche$ule$ on this instance
before 2a0ing this change.
%iel& Vision Operations
<se (nvoice Approval Gor0flow Chec0e$
Allow +orce Approval Chec0e$
&eDuire >ali$ation 6efore Approval Chec0e$
&eDuire Accounting 6efore Approval <n-Chec0e$
7(9 Save = +, 7to close Payables ;ptions for29
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age 2
Company Confidential For Oracle Internal Use Only
aya!les " 'o( to )et*p A#+ to rocess ,ine ,evel Approvals in
A
Payables - Enter an (nvoice
.. Create (nvoice
7H9 Payables (nvoices 7fro2 +inancials +avorites portlet9
;pens invoice wor0bench
7(9 ;pen +ol$er = Select the fol$er na2e$ H+or use with approval wor0flowH = 769 ;8
Enter the following invoice $ata:
%iel& Vision Operations
ype Stan$ar$
&eDuester +rost3 Mr. Ba2ie
Supplier A$vantage Corp
Site A1>A/A"E - <S
(nvoice 1ate Any
(nvoice /u2 Any
(nvoice A2ount %---
79 Lines
Line 1
%iel& Vision Operations
/u2 1
ype (te2
A2ount !%--
1istribution Account -1-,'--.%.----------
Line !
%iel& Vision Operations
/u2 !
ype (te2
A2ount !%--
1istribution Account -1-.!--.%.----------
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age 3
Company Confidential For Oracle Internal Use Only
7(9 Save = 769 Actions = Chec0 >ali$ate 6oF = 769 ;8 = 769 Actions = Chec0 (nitiate
Approval 6oF = 769 ;8
). >iew (nvoice Approval History
7M9 &eports = >iew (nvoice Approval History
@ou shoul$ see three lines. wo for invoice line approvals an$ the actions will be Sent
for both. he thir$ is invoice approval which has an action value of +uture. he syste2
has sent notifications to both users for line level approval. After approval of each line3
the invoice will be rea$y for approval by Ba2ie +rostHs 2anager3 8erry Bones.
+, 7to close report for29 = +, 7to logout of for2s9 = 7H9 Logout 7fro2 ;racle Portal9
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age %0
Company Confidential For Oracle Internal Use Only
aya!les " 'o( to )et*p A#+ to rocess ,ine ,evel Approvals in
A
Payables - Approve (nvoice
*. Approve Line 1
%iel& Vision Operations
<serna2e4passwor$ Bpal2er4welco2e
Gor0list Portlet = 7H9 Line7s9 on invoice E@our (nvoiceI= fro2 A$vantage Corp
reDuire your approval
/otification $etails are shown here. Point out the a2ounts which are $isplaye$ here.
he total invoice a2ount an$ ;/L@ the line ite2 which reDuires approval are shown.
(f there were 2ultiple lines to approve on this invoice3 the user has the option to
approve all at once by clic0ing on the Approve button. he user can also approve4reJect
lines in$ivi$ually by clic0ing on the Approve4&eJect (n$ivi$ual Lines lin03 selecting the
action neFt to each line3 an$ sub2itting.
769 Approve = 7H9 Logout
1-. Approve Line !
%iel& Vision Operations
<serna2e4passwor$ papt4welco2e
Gor0list Portlet = 7H9 Line7s9 on invoice E@our (nvoiceI= fro2 A$vantage Corp
reDuire your approval
769 Approve = 7H9 Logout
11. Approve the (nvoice
%iel& Vision Operations
<serna2e4passwor$ 8Jones4welco2e
Gor0list Portlet = 7H9 (nvoice E@our (nvoiceI= fro2 A$vantage Corp reDuires your
approval = 7H9 >iew A$$itional (nvoice 1etails = 7H9 Show
Here3 the approver can view a$$itional $etails for each line such as the $istribution
accounts. Scroll $own on the $etails where the Approval SeDuence can be seen.
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age %%
Company Confidential For Oracle Internal Use Only
7H9 &eturn to /otification 1etail = 769 Approve = 7H9 Logout
1!. ;P(;/AL - ?uery (nvoice in AP to view wor0flow status
Log into ;racle Applications
%iel& Vision Operations
<serna2e4passwor$ ;perations4welco2e
7H9 Payables (nvoices 7fro2 +inancials +avorites portlet9
;pens invoice wor0bench
?uery your invoice nu2ber
he Approval status shoul$ be set to HGor0flow Approve$H
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age %2
Company Confidential For Oracle Internal Use Only
En& o# activity.
Demo Support
Please see http:44a$sweb.oraclea$s.co2 = 7M9 Support = Proce$ures3 for current infor2ation
regar$ing $e2onstration support.
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age %-
Company Confidential For Oracle Internal Use Only
Flo(chart
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age %.
Company Confidential For Oracle Internal Use Only
Start
AME-Con'i,ure
PayablesApproval
-ransaction-ype
,ogintoOracleApplications
4%5
AME-SetupApproval
.roup
CreateApproval6ro*pfor
aya!lesInvoiceApproval425
AME-SetupCon)itions
Createconditionsfor
aya!lesInvoiceApproval4-5
AME-Setup(ules
Creater*leforcostcenter
.%04.5
Creater*leforcostcenter
.004/5
Payables-Enable
InvoiceApprovals
+na!leInvoiceApprovalsin
aya!les405
Payables-Enteran
Invoice
CreateInvoice415
7ie(InvoiceApproval'istory
425
Payables-Approve
Invoice
Approve,ine%435
Approve,ine24%05
ApproveInvoice4%%5
O&IO8A,"9*eryInvoicein
Atovie((or:flo(stat*s
4%25
En)
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age %/
Company Confidential For Oracle Internal Use Only
Cisco 6ra5il CA Acctng +lFfl$
Copyright Oracle Corporation, 2002. All rights reserved.
aya!les " Invoice #atch to $eceipt
age %0