Account Payable invoice can be routed for approval using the AME
Approval Management Engine. This whitepaper describes how to setup
AME for use with invoice approvals, and shows how a invoice 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 Account Payable invoice Approval transaction. 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.
4. Search for the user to whom you wish to grant AME roles
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.
8. Specify justification and relevant dates for the newly assigned roles, and
click Apply to assign the roles to the user.
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:
7. Click Next, review the setups and then Finish the process.
4. Use the links on the right in the Approval Process Setup region to
set the components (Attributes, Conditions, Action Types, and
Approver Groups) and rules, or to use the test workbench in AME.
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.
2. To disable or enable action types for the transaction,
select the Action Types link
Approver Groups
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)
Select the Approver Groups link from the AME Business Analyst Dashboard.
View and edit existing approver groups, or Click the Create button to create a
new approver group.
When creating the approval group specify all the mandatory values.
Give a name and description to the approval group.
Specify an order number (order number of this approver group relative to
other approver groups).
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.
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.
Click the Add Another Row button to add approvers to the approval group
now.
Click Apply to save the approver group
Review the list of existing rules already defined for the transaction
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).
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)
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.
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)
Step 4 of 4: Review the rule details and click Finish to complete the rule
setup, or click Back to make changes.
Test Workbench
6. 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. Click the Setup Report link in the Quick Links section of the Dashboard
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.