Approvals Management Engine (AME)

R12 Functionality & Case Study

24th October 2011 NEOAUG
Paresh Shah
Jay Robinson
CompanyBackground
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
Boston New York Atlanta Germany India
2
1. WhatisAME/WhatarethevarioususesofAME
2. NewfeaturesavailableinR12
3. PowerofAME:CaseStudyPORequisitionApproval/Methodology
4. AMEImplementationSteps:
AssignRoletoSetupUser
GrantAccesstoTransactionTypetoSetupUser
CreateAttributes
CreateConditions
CreateApprovalGroups
CreateRules
SetupProfileOptions
UpdatePORequisitionsDocumentType
6.CaseStudy ServiceContractApprovalwithParallelApproval
7.AMETestWorkbench
8.References
Boston New York Atlanta Germany India
AppsAssociatesLLC
Agenda
3
1. WhatisAME?
OracleApprovalsManagement(AME)isaselfserviceWebapplicationthatenables
youtodefinebusinessrulesgoverningtheprocessforapproving transactionsin
OracleapplicationsthathaveintegratedAME.
2. WhatarethevarioususesofAME?
Approvals PORequisition,Expensereport,SalesQuote,ItemApproval,Service
ContractApproval,etc.(supportsmorethan180transactiontypes)
ESignatures VariousInventory/Mfgtransactions
WhatisAME?
4
1. ParallelApprovals:notificationsaresentouttomultiplepeople
simultaneouslytospeeduptheapprovalprocess.
2. SupportforViewers:FYIapprovalnotificationsaresenttospecificusers
whoseapprovalsarenotrequired.
3. PositionHierarchySupport:ApprovallistsbuiltwithinAMEare
generatedbasedonthepositionhierarchy.ThePositionHierarchy
methodinAMEhassomedifferenceswhichallowsittomodelnot
exactlywithPObasedApprovals
4. PurchaseOrdersarestillNOT integratedwithAME.OnlyRequisitions
canuseAMEforapprovalrouting.
Release12 PORequisitionAMEApprovalNewFeatures
5
Requestor
Limit > PO
Req. Amt
Submit PO
Requisition
for Approval
# 2 General Expense
Requisition
Cost Center
Requestors
Supervisor
Approval
Finance
Pre-Approval
(CC Based)
Verify
Requisition
Type
Approver
Limit > PO
Req. Amt
Post Approval
YES
NO
YES
# 3 Cap Expense
Requisition
CFO
Approval
Finance
Pre-Approval
(CC Based)
Task Manager
Approval (If Null
Project
Manager)
Finance
Pre-Approval
(CC Based)
Approver
Limit > PO
Req. Amt
Post Approval
NO
Find Task
Managers
Supervisor
YES
# 4 Project Requisition (Non- Cap)
# 5 Project Requisition
(Cap)
CFO
Approval
Finance
Pre-Approval
(CC Based)
YES
Requestor
Limit > PO
Req. Amt
Supervisor
Approval
NO
Approver
Limit > PO
Req. Amt
Plant Manager
Approval
YES
NO
# 7 Inventory Requisition (Part
Based)
N
O
Check for
multiple
req types /
proj./
tasks
PASS
AME
Admin
Approver must have
authorization to approve CC
Approver must have
authorization to approve CC
FAIL
Task Manager
Approval (If Null
Project
Manager)
Requestors
Approval if
Prepare is
different
Requestors
Approval if
Prepare is
different
Requestors
Approval if
Prepare is
different
Requestors
Approval if
Prepare is
different
Requestors
Approval if
Prepare is
different
FN7
FN1
FN2
FN3
FN4
FN6
AG1
AG1
AG1
AG1
AG13
AG13
AG13
AG13
AG13
AG4
AG5
AG3
AG9
AG2
AG2
AG3
AG10
AG11
AG7
PowerofAME SolutionDesignMethodology
PurchaseRequisitionApproval.
6
CFO
Approval
Finance
Pre-Approval
(CC Based)
Check for
multiple
req types /
proj./
tasks
AME
Admin
FAIL
Task Manager
Approval (If Null
Project
Manager)
Requestors
Approval if
Prepare is
different
FN7
FN4
AG1
AG13
AG5 AG3
Ifsomeoneelse
entersrequisition
onbehalfof
requestorthen
requestor should
firstapproveit.
TaskManageron
theprojectshould
approve
requisition.If
projectisnotsetup
withtheTask
Managerthen
approvalshouldgo
toProjectManager
Reject Send
approvaltoAME
Admin if
requisitionhas
lineswithdifferent
typesORmultiple
projects
Check
Req. Type Cap.
Project
FNX=Functionusedintheattribute
AGX=ApprovalGroup
All Conditions are TRUE
Requires Approval from
IF
THEN
ConvertingBusinessApprovalFlowtoAMERule
7
1. AssignAMEBusinessAnalystRoles
2. GrantAccesstoTransactionTypes
3. CreateAttributes
4. CreateConditions
5. CreateApprovalGroups
6. CreateRules
7. SetupProfileOptions
8. UpdatePOApprovalWorkflowforDocument
Type
TRANSACTION TYPE
RULE(S)
ACTION(S) ACTION
TYPE(S)
CONDITION(S)
ATTRIBUTE(S) APPROVAL
GROUPS
AMEImplementationSteps
8
1. LoginasSYSADMIN
2. NavigatetoUserManagement
3. SearchUser>Update>
AssignAMERoletoSetupUser
9
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.
GrantAccesstoTransactionTypetoSetupUser
10
ApprovalsManagementBusinessAnalyst
SelectTransactionType
11
CreateAttribute
FN7 Function Returns
Y or N
Case Sensitive
12
CreateConditions
13
CreateApprovalGroups
14
AMERuleBuildingBlocks
Attributes Conditions ApprovalGroups
15
CreateRules
16
SetupprofileoptionforApplication=PurchasingandProfile= AME:Installedasfollows.
SetupProfileOptions
17
PurchasingSuperUser>Setups>Purchasing>DocumentTypes
ChangeApprovalTransactionTypetoPURCHASE_REQ.
UpdateDocumentType
18
Overview:
InR11iinstanceprofileoptionOKC:ContractApprover isusedtodefineapprover.This
profileoptionissetupattheresponsibilitylevel.Responsibilityusedtocreateaservice
contractdetermineswhogetstoapprovethatservicecontract.Thisprofileoptionwas
obsoleted inR12i,insteadAMEmoduleshouldbeusedtodetermineapprovers.
KeyBusinessRequirements:
NonUSoperatingunits OUoncontractshoulddeterminetheapprover.Theremaybemore
thanoneapproversforoneapprovingunit.
USoperatingunit Orgforwhichservicecontractiscreatedwilldeterminetheapprover
Incaseofmultipleapprovers approvalnotificationshouldbesenttoallapproversin
parallel.Servicecontractshouldgetapprovedwhenanyoneapproverapprovesit.
IfapproverisnotsetupforanyOU/Orgthennotificationshould gotodefaultapprover.
FYINotificationshouldgotosupervisorofpersonwhoentersthecontract.
BusinessCaseStudy ServiceContracts
ApprovalProcesswithParallelApproval
19
Submit
Service
Contract
for Approval
Send Approval
Notifications to
All Approvers
Check
Operating
Unit
Non
US
End of
Approval
US
OU
First
Responde
r
Approves
Approve
Service Contract
Status Inactive
Notify
Supervisor
Reject
Find out
Inventory Org
InventoryOrg Approvers
XYZ JohnSmith9
LMN JohnSmith10
OPQ JohnSmith10&JohnSmith11
Operating
Unit Approvers
OP1 JohnSmith1
OP2 JohnSmith2
OP3 JohnSmith3&JohnSmith6
OP4 JohnSmith4
OP5 JohnSmith5
OP6 JohnSmith6
OP7 JohnSmith7&JohnSmith8
OP8 JohnSmith8
Find Out Approvers Custom
Profile XYZ Service Contract
Approver US_OU
Find out Approvers Custom
Profile XYZ Service Contract
Approver Non US_OU
Service Contract
Approved
ServiceContractApprovalProcessFlow
20
TestWorkbench displaystheattributevaluesforthetransaction,approval
listsandrulesusedtogeneratetheapprovallist.
TestWorkbench
21
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]
References
22
Questions
23
24