OIE How To Setup Oracle Approvals Management (AME) With The Iexpense Application

1/17/24, 2:10 PM Document Display
Copyright (c) 2024, Oracle. All rights reserved. Oracle Confidential.
R12: OIE: How to setup Oracle Approvals Management (AME) with the iExpense Application in
Oracle Applications R12.1.3 (Doc ID 1481772.1)
In this Document
Purpose
Troubleshooting Steps
Goal
Fix
APPLIES TO:
Oracle Internet Expenses - Version 12.1.3 to 12.1.3 [Release 12.1]

Information in this document applies to any platform.
PURPOSE
Purpose: The Oracle Internet Expenses Application (also know as the OIE or iExpenses) can optionally be setup to use Oracle
Approvals Management (AME) for handling Approvals. This document will cover how to setup the Oracle Approvals
Management (AME) with the iExpense Application. The business requirement is that any expense report submitted in
Operating Unit = Vision Services, for $700 USD or more, will require approval from the immediate two Supervisors above the
employee submitting the report. Note, this document is for Oracle Applciations R12.1.3.
TROUBLESHOOTING STEPS
Goal
How to setup Oracle Approvals Management with the iExpense Application in Oracle Applications R12.1.3
Fix
Note, the following Guides will be very useful in the setup:
(i) Oracle® Internet Expenses Implementation and Administration Guide Release 12.1 Part No. E13454-04 August 2010
(ii) Oracle® Approvals Management Implementation Guide Release 12 Part No. B31622-02 December 2006
Introduction: The iExpense Application is seeded to use the Find Approver process. This Find Approver process uses the Oracle
HRMS hierarchy. For example, generally , when an employee submits an expense report an approval notification would be sent
to the employee’s Supervisor as defined in Oracle HRMS. Supervisors would be set up with Signing Limits for the relevant Cost
Centers. See the ‘Oracle® Internet Expenses Implementation and Administration Guide Release 12.1 Part No. E13454-04
August 2010’ for more information on the Find Approver process and Signing Limits.
Oracle Approvals Management (AME) allows the setup of unique conditions which iExpense clients can use to build their own
rules which will determine who will approve expense reports. These unique rules can also be used with unique approval
groups. This enhanced functionality can better meet customers’ business requirements. This document will cover a basic
Oracle Approvals Management (AME) setup that can be used with the iExpense Application.
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Oracle Approvals Management (AME) predefines the following responsibilities:
• Approvals Management Business Analyst responsibility enables you to access areas of the user interface that do not require
expertise in SQL or PL/SQL programming, or technical knowledge of Oracle Applications.
• Approvals Management Administrator, which has full access to AME's user interface. You typically must grant at least one
user administrative privileges in AME, to perform technical tasks such as setting AME's configuration variables.
Note: If you are an existing customer, then you must ensure to assign these responsibilities to the existing users. You must run
the Approvals Management Post Upgrade Process to migrate existing users to the new responsibilities. See: Implementing
Oracle Approvals Management, page 2-20, Oracle Approvals Management Implementation Guide Release 12
NOTE:
In the images below and/or the attached document, user details / company name / address / email / telephone number
represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance).
Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.
1. Set the AME: Installed profile option to Yes at the application level for Oracle Payables.
Setup would show how each area of AME is configured for the Transaction Type
Mandatory Attributes
Attributes
Conditions
Rules
Action Types
Approval Group
Item Class
Configuration Variables
Rule Priority Modes
Forwarding Behaviours
In this instance, for example, Rule = CBROWN, has one Condition ,
EXPENSE_LINE_AMOUNT is greater than or equal to 500,USD,
Action Type = approval-group chain of authority, with Actions - Require approval from CBROWN
Proceed with AME setup. For the example discussed in this document, the Business Requirement is that any expense report
submitted in Operating Unit = Vision Services, for $700 or more, will require approval from Casey Brow.
A Rule will need to be created that has the conditions
(i) report total greater than or equal to $700 USD
(ii) report submitted in Operating Unit = Vision Services
The Action that will be taken when a report meets these conditions will be that the report will require approval from Casey
Brown
The document will show how to create the Conditions (if necessary,), create the Rule and specify the Action.
Correctly shows Approver as Cbrown
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1/17/24, 2:10 PM Document Display

Copyright (c) 2024, Oracle. All rights reserved. Oracle Confidential.

Oracle Internet Expenses - Version 12.1.3 to 12.1.3 [Release 12.1]

Note, the following Guides will be very useful in the setup:

Oracle Approvals Management (AME) predefines the following responsibilities:

Rule Priority Modes

In this instance, for example, Rule = CBROWN, has one Condition ,

EXPENSE_LINE_AMOUNT is greater than or equal to 500,USD,

A Rule will need to be created that has the conditions

(i) report total greater than or equal to $700 USD

(ii) report submitted in Operating Unit = Vision Services

Correctly shows Approver as Cbrown

Didn't find what you are looking for?

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