AP INVOICE WORK FLOW IN R 12.1.

May 22, 2011

INVOICE APPROVAL WORK FLOW

Prerequisite:1. Configuring AME Responsibilities for the User.

To use AME we need to have AME responsibilities assigned to our user. AME uses Role Based Access (RBA) model.
AME has 5 seeded roles
1.
2.
3.
4.
5.

Approvals Management Administrator

Approvals Management Business Analyst
Approvals Management System Viewer
Approvals Management System Administrator
Approvals Management Process Owner

AME can be accessed if sufficient functional grants are available. Each of the above 5 roles has specific set of
functional grants. By assigning the roles to user, the functional grants will be available to user and hence he can
access those functions/pages. To configure AME we need only the Approval Management Business Analyst role.
Assigning Roles to user:

Login as sysadmin user

Select the responsibility "User Management"
Select "Users" screen
Search for the user to whom you wish to grant AME roles.
In the results table, click on update icon.
In this page user details can be seen along with a list of roles available to user
Click on "Assign Roles" Button
Select the Approvals Management Business Analyst role.

Now the functional access to user has been successfully setup and the Approval Management Business Analyst
Responsibility Is added to the user. Function Business Analyst Dashboard can be used to setup AME.
AME restricts access to "AME Transaction Types" using Data Security. To access AME and use it, user needs to
select a transaction type.

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Access to AME transaction types to a user can be setup as follows:

Login as a user having Functional Administrator responsibility attached.

Select Functional Administrator responsibility
Select Grants Tab
Click on Create Grant
Select "Specific User" as grantee type
Select the User as grantee key
Select "AME Transaction Types" as object
In the next page there will be 3 options for instance type.
Select the All Rows Option.
In the next page, select "AME Calling Applications" as the permission set
Review and Finish.

2. Configuring AME for AP INVOICE WORK FLOW:

Responsibility -> Approval Management Business Analyst
Function -> Business Analyst Dashboard: Payables Invoice Approval

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1- ATTRIBUTES: Use the Attribute (SUPPLIER_INVOICE_AMOUNT)

Then press On Update and Validate the Value

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Usage type: Dynamic

The Value of the SQL CODE = select
fnd_number.number_to_canonical(ai.INVOICE_AMOUNT),nvl(ai.Invoice_Currency_Code,asp.Invoice_Currency_Cod
e),nvl(ai.Exchange_Rate_Type,asp.Default_Exchange_Rate_Type)
from ap_invoices_all ai, ap_system_parameters_all asp
where ai.invoice_id = :transactionId
and ai.org_id = asp.org_id

Then Press on Apply .

2- Go to Conditions:

Creat Contion Using The Attribute you use in before to assigen the Attribute to condtion .
You will find defult from the system but you will creat one to each currnce you have on system
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Condition: Type Ordinary

Attribute: SUPPLIER_INVOICE_AMOUNT. Or TRANSACTION_ORG_ID
Data Type: Currency
Item Class: Header
And the remain info as shown down
-

SUPPLIER_INVOICE_AMOUNT :

And you will make this step to Each currnce are effective on the system
Then Pree on Apply Botton ( it will be shown as below )

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TRANSACTION_ORG_ID: to define many approvals for many OUs each OU use its own approval

First you have to know the Org ID from any fourm related to the OU you want to use on it the approval
by using the ( Help > examin > (( In the Block filed )) Profile > (( In filed )) Org ID )

3- Go to Action Type :
Use the existing Actions Type Called:

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approval-group chain of authority

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4-

Approver Groups :
You will find the following screen
Press on Create

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Then Fill in the required info Included the name of the group and the people will that group ordered with their
roles will be approving the invoice

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The FND USERS it has to be number one as they will be the data entry
Then after you finish press on Apply

5-

Create Rule:

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In this Screen
We will enter the name of the Rule:
Name: as shown
Item Class: Header
Ryle Type: List creation
Start Date: & the End Date

In Tab Named: ADD Condition: we will add all the conditions we defined before
In Tab Named: ADD Action: we will add all the Actions we defined before

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