AME NCOAUG powerpoint 2003 nn

8/7/2019 AME NCOAUG powerpoint 2003 nn

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2008 O2Works, LLC. All Rights Reserved.

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IntroductionIntroduction

Senior Principal Consultant, O2Works LLC

Ten years of Oracle applications experience

Specializing in Financials and Projects Approved Oracle Instructor

Frequent presenter at regional and national

conferences

Jon Moll


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AgendaAgenda

1. Overview of AME

2. AME Basics

3. Workflow and AME

4. Example


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Builds a list of approvers for a specific

transaction using business rules.

Mostly functional configuration in a self-service application.

Common platform integrated with Oracle

Applications.

1. Overview of AME


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AME VersionsAME Versions

AME.A (11.5.X) FYI notifications, parallel approvals. AME.B (11.5.X, 12-delivered) 4428060 Forwarding,

Role Based Access Control (security), use of OA

Framework , new user dashboards.

AME.B RUP 1 (11.5.X, 12) 4873179 Bug fixes, future

functionality.

What version am I on? See Metalink note 368280.1


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Initial Setup StepsInitial Setup Steps

Login as Administrator (APPSADMIN orSYSADMIN)

Create a new user with no responsibilities


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User Management responsibility Users page

Find user and click Update


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Select Assign Roles and search for Rolestarting with Approval

Add all roles to the user


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Fill out Justification for each role and save.


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Verify roles are assigned to the user


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Switch to Functional Administrator

Select Create Grant


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AME Transaction Types All Rows


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Application Set = AME Calling Applications

Proceed to last page and select Finish


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If upgrading to AME.B, run Approvals

Management Post Upgrade concurrent

process under System Administrator

responsibility.

Migrates existing AME users.


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Set AME:Installed profile for calling

applications


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Set application-specific setups


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Approvals Management AdministratorApprovals Management Administrator

Full access to all AME functions


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Approvals Management Business AnalystApprovals Management Business AnalystFunctional Access


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Transaction Type A distinct set of approval rulesapplied by the integrating application.

Payables Invoice Approval

Oracle Self-Service Human Resources Attribute Variable with a single value for a

transaction. Mandatory, required or other

(optional). Boolean, Number, String, Date, Currency.

Static (set for all transactions)

Dynamic (set by a SQL statement at runtime)

2. AME Basics


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Business rule that determines the approvalprocess used by a transaction. Constructed

with conditions and actions.

If invoice amount > $1000 USD (condition), THEN

use supervisor chain of requestor (action) to go uptwo levels.

Approval RuleApproval Rule


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If

invoice amount > $1000 USD,

THEN

use supervisor chain of requestor to go up two levels.

Approval RuleApproval Rule

condition

action


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Ordinary Evaluates dates, numbers,currencies.

List-Modifier checks for a given approver.

Condition TypeCondition Type


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Chain of Authority Uses HR supervisory orHR position hierarchies.

List Modification

Substitution Pre Approval Group

Post Approval Group

Action TypeAction Type


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2008 O2Works, LLC. All Rights Reserved.25

HR Supervisory Requires population of attribute

TOP_SUPERVISORY_PERSON_ID.

Absolute-Job-Level - Starts with

TRANSACTION_REQUESTOR_PERSON_IDand climbs to the nth level.

Relative-Job-Level Considers the difference between

requestor and approvers job level. Climbs n levels.

Dual-Chains-of-Authority requires FIRST_STARTING_POINTPERSON_ID , SECOND_STARTING_POINT_PERSON_ID

Supervisory-Level Climbs n levels, disregarding

jobs.

Action Type Chain of AuthorityAction Type Chain of Authority


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HR

Position Uses primary position structureof the BG, or NON_DEFAULT_POSITION_STRUCTURE_ID.

HR Position Ends with specified position.

HR

Position Level Climbs n positions.

Action Type Chain of AuthorityAction Type Chain of Authority


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Final Authority Grants signing authority toan approver.

Nonfinal Authority Extends chain authority

n levels past an approver (uses jobs).

Action Type List ModificationAction Type List Modification


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Substitution Replaces the target approverwith another.

Action Type SubstitutionAction Type Substitution


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Pre List Inserts an approval group before theauthority list.

Post List Inserts an approval group after the

authority list.

Action Type Pre and PostAction Type Pre and Post


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Set of one or more approvers typically usedoutside the normal transaction chain of

authority.

Members and groups have order numbers.

Groups can be nested.

ALLOW_EMPTY_APPROVAL_GROUPS

attribute.

Voting Regime is assigned to the group.

Approver GroupApprover Group


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Static Chosen while creating or editing thegroup.

Dynamic Chosen by SQL query entered

during creation of group. Query results

either:

person_id: or user_id:

wf_roles

Can return multiple values.

Approver Group Membership ListApprover Group Membership List


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Serial Members are notified one after the otheraccording to their member order (ties brokenarbitrarily). All members must approve.

Consensus Members notified in parallel. All

must approve. First-Responder-Wins - Members notified inparallel. First responder = groups decision.

Order-Number Members notified according to

order, ties notified in parallel. All must respond.

Approver Group Voting RegimesApprover Group Voting Regimes


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List-Creation

If invoice amount > $1000 USD (condition), THEN require

approval one job levels above requestor.

List-Creation Exception

Ifinvoice amount > $500 USD and pay group = Employee,

THEN require approval two job levels above requestor.

List-Modification

Ifany approver = Sam Clark, THEN grant final authority.

Pre and Post Ifexpenditure category = Computers, THEN require

approval from IS department.

Approval RulesApproval Rules


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A person should only approve once. If chain-of-authority and pre or post approval

rule include the same person, chain-of-

authority wins.

If pre and post rules include the same person,

pre wins.

Conflict ResolutionConflict Resolution


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Oracle Workflow calls AME to get

approvers.

Notifications are sent via Workflow engine.

Configure approvers using AME, messages

and behavior upon approve/reject using

Workflow.

3. Workflow and AME


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Requisition ApprovalRequisition Approval

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If project type is Indirect, require requisition

approval by Project Manager and then

requesters immediate supervisor.

1. Example


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Example - ConditionsExample - Conditions

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Example Approver GroupsExample Approver Groups

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Example - RulesExample - Rules

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Example - TestingExample - Testing

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Questions?Questions?

Jon Moll

[email protected]

O2Works LLC

Dallas Chicago - Denver

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AME NCOAUG powerpoint 2003 nn