Oracle Champions

How to Setup & Use AME (Approval Management Engine) For Purchase Requisition Approvals
Purchase Requisitions can be routed for approval using the AME Approval Management Engine. This whitepaper describes how to setup AME for use with requisition approvals, and shows how a requisition 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 the Purchase Requisition Approval transaction. Similar setup can be done for Requester Change Order Approval and for Internal Requisition Approval, although those are not specifically covered in this whitepaper. 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.

Assign AME Roles and Responsibilities
AME responsibilities in 11i.AME.A are assigned directly to the users. However, In R12 or 11i.AME.B and higher, AME responsibilities are assigned indirectly to users through roles. The roles are assigned to the users by the SYSADMIN user using the User Management responsibility. Once the roles are assigned, the AME responsibilities are automatically available to the users without specifically assigning the AME responsibilities to the users. Here are steps to assign the roles: 1. Login as System Administrator user

2. Select the responsibility "User Management". (NOTE: User Management data is stored in the UMX schema)

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3. Select "Users" menu option

4. Search for the user to whom you wish to grant AME roles

5. In the results table, click on update icon (shown in screenshot above)

Choose the roles that are applicable (proper authority) for the user. and click the Select button. .com 6. In the update user page.oraclechamps.Oracle Champions http://www. user details can be seen along with a list of roles available to user Click on "Assign Roles" (shown in screenshot above) 7. Search for Approval% and Select roles from the resulting LOV.

Set up user access as follows: 1.Oracle Champions http://www. Reference <<Note 413300. and click Apply to assign the roles to the user. Grant users access to the transaction types using the Grants page.1>> Oracle Approvals Management Not Enabled? What Does It Take To Enable It? Grant Transaction Type Access to Users AME restricts access to transaction types using Data Security. Specify justification and relevant dates for the newly assigned 8. . Navigate to the Personal Home Page.oraclechamps.

Select Functional Administrator Responsibility 3.Oracle Champions 2. press on the Create Grant button . From the Grants page.oraclechamps.

com 4.oraclechamps. Create a grant with the following information: · Name <specify a descriptive name> · Grantee Type = Specific User · Grantee = <The user which you just created> · Object = AME Transaction Types .Oracle Champions http://www.

oraclechamps.Oracle Champions 5. review the setups and then Finish the process. Click Next. .com 6. Click Next to define the object parameters and Select Set · Set = AME Calling Applications 7. Click Next and select the Object Data Context · Data Context Type = All Rows http://www.

Internal Requisition Approval. but the same AME concepts apply to core apps requisitions also. 1. Standard responsibility 2. This whitepaper focuses on Purchase Requisition Approval. Transaction types used for Purchase Requisitions include the following: Purchase Requisition AME is designed to provide approval logic for many transaction types. however. Navigate to the Approvals Management Business Analyst. many of the concepts are applicable to the other two requisition transaction types as well. some examples and comments in this paper are written in iProcurement context. and Requester Change Order Approval. Likewise.oraclechamps. Choose the Business Analyst Dashboard menu from the responsibility (see image above) 3. Use the Transaction Type LOV to search and select the transaction type = Purchase Requisition Approval .Oracle Champions Review and Modify AME Setup http://www.

and Support for FYI Notifications.1>> 11.2.for a list of action types allowed for requisition transactions in AME. An action type is a collection of actions having similar functionality. Conditions.5. 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. Use the links on the right in the Approval Process Setup region to set the components (Attributes.14) that requisition approval with Oracle Approvals Management (AME) in R12 allows use of Position Hierarchy based Approvals. Action Types. .4.provides a link to the Procurement Family RCD which clarifies (Section 3. In addition. Action types are enabled or disabled for a particular transaction type. <<Note 404152. Approver Groups) and rules. or to use the test workbench in AME.Oracle Champions http://www. Action Types 1. 1. Reference <<Note 293315.10 FAQ for Approvals Management (AME) Integration For iProcurement and Purchasing 4. Every action belongs to an action type. Parallel Approvals.1>> Release Content Documents for EBusiness Suite R12 .

Select the Use Existing Action Type button to see other pre-defined action types available in AME. The Action Types page shows the action types that are currently enabled for the transaction type (Purchase Requisition Approval).com 2.oraclechamps. Use the Previous and Next links to scroll through the list of enabled action types. . select the Action Types link 3. AME will give an error if the user tries to add a non-relevant action type for the selected transaction type.Oracle Champions http://www. Some of these may or may not be applicable to the currently select transaction type. To disable or enable action types for the transaction.

com 4. select any or all of the following Action Types for JOB BASED approvals if applicable for your business requirements: 1. Query up the Job and enter the appropriate Job Level in the Approval Authority field. 5. absolute job level / chains of authority based on absolute job level .Oracle Champions http://www. In assign a Level (Approval Authority) to a Job. Navigate to HR responsibility -> Work Structures -> Job -> Description .oraclechamps.

pre-chain-of-authority approvals / group approvals before the chain of authority 3. post-chain-of-authority approvals / group approvals after the chain of authority 2. select any of all of the following Action types for POSITION BASED approvals (Only in R12 and higher) if applicable for your business requirements 1. Attribute values are retrieved from the Oracle EBusiness Suite Applications database or derived from values in the database. In AME. hr position / chains of authority based on a particular HR position 2. final approver only / chains of authority containing only the final job-level approver 3.oraclechamps.Oracle Champions 2. AME is seeded . relative job level / chains of authority based on relative job level 5. hr position level / chains of authority based on HR positions 2. Attributes are the base element for an AME Rule. select any or all of the following Action types for APPROVER GROUP approvals if applicable for your business requirements: 1. Attributes 1. In AME. approval-group chain of authority / chain of authority includes an approval group 7. supervisory level / chains of authority based on number of supervisory levels 6. manager then final approver / chain of authority includes requestor's manager and then the final approver 4.

Use the Previous and Next links to scroll through the existing attributes. ITEM_NUMBER. When AME approvals is enabled for purchase requisitions. and REQUISITION_TOTAL as well as other attributes. with attributes relevant to the transaction type. Select the Attributes link to view or add attributes for the selected transaction type 3. Some of the attributes relevant to Purchase Requisition Approval include ITEM_CATEGORY.Oracle Champions http://www. and the user can create new attributes in AME for use in AME rules. these values are retrieved for the relevant requisition while navigating through .

The Item Category flexfield may be setup to use one or more iProcurement checkout or core apps requisition create. This allows the users to setup conditions and rules that are dependent on a certain value in SEGMENT1 of the ITEM Category used on the requisition. DAVE_CATEGORY_SEGMENT is an example of this. this customized AME attribute captures only SEGMENT1 of the flexfield. 4. and AME uses this information to determine the appropriate AME rule(s) to use. This attribute uses a query to capture SEGMENT1 of the Item Category flexfield. a customized attribute can be created.Oracle Champions http://www. In addition to the seeded attributes.oraclechamps. NOTE: .

except it selects mck.Oracle Champions http://www. 3.segment1 rather than mck. an AME rule can be setup to require certain approvers if $0 USD <= requisition total < $1000 USD. The rule cannot refer to this condition until it is defined in AME Conditions for the Purchase Requisition Approval transaction type. AME rules refer to these conditions to determine if a particular rule is applicable for the specific document (requisition) being The new attribute DAVE_CATEGORY_SEGMENT1 uses the same sql query as the seeded ITEM_CATEGORY AME attribute.oraclechamps. For example. Since REQUISITION_TOTAL is a seeded attribute. . the user can define a condition $0 USD <= requisition total < $1000 USD. Conditions 1. Conditions identify values and value ranges for some or all of the attributes available. and then use this condition in a rule to require certain approvers for the requisition.

Select the Conditions link from the AME Business Analyst Dashboard after specifying the Purchase Requisition Approval transaction type.Oracle Champions 2. and also allow the user to create new conditions for the transaction. Selecting the Conditions link will display the existing conditions defined for the transaction type. .

Click the Create button to create a new condition 4. so the attribute must be selected before the value(s) can be defined. The condition will specify a value or range of values for the attribute. Use the Attribute LOV to choose the attribute on which the condition is based. To define the new condition. or an exception condition (which can only be used in an exception rule – see the online Help for details).com 3.Oracle Champions http://www. . Click Apply to complete the condition definition. 5. specify whether the condition is ordinary.oraclechamps. Define the allowed value or value range for the selected attribute.

the rules may also use a combination of Job. Setup Approver Groups if additional approvers are required for particular conditions. Position.Oracle Champions http://www. (See the Rules details later in this paper for more information about the rules) 2. . or Click the Create button to create a new approver group. 4. or to specify a dynamic sql query for additional approvers. The rules defined for the transaction can be based on Approver Groups. Give a name and description to the approval group. Jobs defined in HR setup. and Approver Group basis. When creating the approval group specify all the mandatory values. Approver Groups 1. Approver Groups are optional. 3. or Positions defined in HR setup (only in R12). Select the Approver Groups link from the AME Business Analyst 4. 1.oraclechamps. View and edit existing approver groups.

3. The approval group members can be added as additional approvers to the normal chain of command approvers generated by AME. 6.5. 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. Choose a voting regime – only Serial is supported for Purchase Requisition Approval in 11.10 and 11. 5. Click the Add Another Row button to add approvers to the approval group now. Specify an order number (order number of this approver group relative to other approver groups).oraclechamps.Oracle Champions http://www. Choose Static if approvers will be selected when defining the approval group. R12 does allow other voting regimes that use parallel routing. . 4. Click Apply to save the approver group 2.5.9.

Define rules to specify approvers that should be included in the approval list under specific conditions for the requisition approval transaction. Review the list of existing rules already defined for the transaction . Rules 5. 2.Oracle Champions http://www. Select the Rules link from the AME Dashboard after selecting the transaction type – Purchase Requisition Approval 3.oraclechamps.

(Optionally. (NOTE: Some rule types may not be available if the corresponding action types have not been assigned to the transaction – Purchase Requisition Approval.Oracle Champions http://www. 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. Use the Action Types feature to add or remove action types for the transaction) . Rule types are explained in the AME online help pages along with examples. 5. The most common types are List Creation. Pre List Approver Group and Post List Approver Group.oraclechamps. Select the Create button to create a new rule for the 4.

or Approver Groups. Positions (in R12). Step 2 of 4: Specify one or more conditions that activate the rule.oraclechamps. (Action Types are discussed previously in this whitepaper) 8. and they may be seeded conditions or user defined conditions. or click Back to make changes. The Conditions are defined in the AME Setup. Step 3 of 4: Choose the Action Type and then choose a specific action. 7.Oracle Champions http://www. The list of actions available is dependent on the Action Type selected. . Step 4 of 4: Review the rule details and click Finish to complete the rule setup. The actions are related to 6.

Select the Test Workbench link from the AME Dashboard 1.Oracle Champions 6.oraclechamps. 2. or to determine which AME Rule(s) apply for an adhoc combination of values specified at the time of the test. Use the Test Workbench to determine which AME Rule(s) apply to a specific 1. . Click the Run Real Transaction Test button. Click Go to see the AME rules that apply to the requisition. Test Workbench http://www. Specific Requisition test 1. Specify the value of REQUISITION_HEADER_ID from PO_REQUISITION_HEADERS_ALL as the Transaction Id value.

and specify values for pertinent attributes (e. Click the Run Test Case button to see the applicable AME rules.Oracle Champions http://www. Adhoc test 1. Adjust the rules setup to cause rules to be called differently based on the business requirements. 2.oraclechamps.g. Specify Name and Description for the 3. and the resulting AME . Click the Create button on the Test Workbench page 2. Requisition Total = $100 USD) 3.

Specify Approval Transaction Type = PURCHASE_REQ to enable AME approvals for Purchase Requisitions in the current operating unit . Enable AME for Requisition Approval approval list that will be built based on the conditions specified for the attributes.oraclechamps.Oracle Champions http://www. Navigate to Purchasing responsibility 2. Setup / Purchasing / Document Types 3. Select Purchase Requisition (or Internal Requisition) as the document type 4.

Create a requisition in Core Apps Purchasing or iProcurement and verify that the Approval List is built per the AME rules based on the conditions present on the requisition attributes.oraclechamps. and etc. Select the appropriate transaction type (Example: Purchase Requisition Approval) and click Go. Click the Printable Page button to view the complete setup for the selected transaction type (Attributes.) . Click the Setup Report link in the Quick Links section of the Dashboard 2. 1.Oracle Champions Test the Functionality http://www. Conditions. 3. View the AME Setup 1. Approval Groups.

but is a useful tool for applying the functionality described. NOTE: This document is not considered formal documentation of the product.Oracle Champions http://www. . or compare the AME setup to the business 4.oraclechamps. Compare the AME setup to the requisition attributes and approval list generated for a specific requisition.

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