AME-in-oracle-hrms-ppt

Business Learning Center Satyam Confidential 1

By Pallavi ChandranBy Pallavi ChandranBusiness Learning CentreBusiness Learning Centre


AgendaAgenda AME Overview What is AME How does AME work AME Roles and Responsibilities AME Building blocks Case study


OverviewOverview

• The purpose of Oracle Approvals Management (AME) is to define approval rules that determine the approval processes for Oracle applications.

• Purpose is to find approvers based on business rules– AME generates approver list– AME returns next approver to calling application– Request for next approver re-generates approver list to return

next approver to calling application


Where is AME used???Where is AME used???


What is AMEWhat is AME

• AME is a web application that provides the following services:– A centralized rules repository for defining and sharing rules– An executive engine to define rules based on transaction data– List management capabilities– History of approval statuses

• AME does not manage notification, routing or responses from approvers


Example of a Business ProcessExample of a Business Process


AdvantagesAdvantages AME helps you maintain your business logic associated with approval

transactions globally from single window Lets you cut down approval related workflow customizations, hence

reducing the cost of ownership Helps you leverage common expenditure policies across modules, thus

consolidating your approval policy requirements Any transaction is assured to be approved under the latest conditions,

regardless of organizational changes, currency fluctuations or transaction data

Built-in testing utility to check the correctness of setup performed for both real-time and test transactions, hence reduces the need for elaborate testing cycles


R11i vs. R12R11i vs. R12

• Parallelization features– Available to more transactions in R12

• Parallel Approvals• Position Hierarchy• FYI Notifications

• Integrated with more applications in R12 – R11i – 178 transaction types– R12 – 258 types


Approval Types and ApprovalApproval Types and Approval

Approval Types Method to calculate approvers to add to approval list

Approval Handler A pre defined PL/SQL package procedure to execute the logic for an approval type

Approvals Instruction on how to execute an approval type


How does AME Work???How does AME Work???

• Calling AME– When a request is submitted, it is associated with a Transaction type,

associated with the business process– A Transaction ID is generated– The information is passed to AME to start the approval process


How AME Works???How AME Works???


How does AME Work???How does AME Work???

• Tracking approvals– The application calls for the approver– AME returns the full approver list– It notifies the next approver or all the approvers in the list– Deals with approvers response– Repeats the process till no more approvers


How AME Works???How AME Works???

• List of approvers– AME evaluates the conditions associated with the rules of the

transaction– Generates a list of approvers– Identifies the approver

• Transaction Completion – Approval process is complete when there are no more approvers– It proceeds to the next step in the business process


AME AccessAME Access

• AME uses Oracle Role Based Access Model (RBAC) to access AME components

• Oracle Approvals Management uses roles and responsibilities to define access levels. It provides security at two levels: Data security, which enables you to define access to transaction types

for a limited user role.

Function security, which enables you to define access to AME functions (modules) for a business analyst and administrator.


Responsibilities Responsibilities

User Management Responsibility•Login in as the SYADMIN user•Grant access to roles

Approvals Management Business Analyst –• Define business cases

Approvals Management Administrator – •Add transaction types•Add approver types •View logs


Profile OptionProfile Option

AME Installed: Yes


Responsibilities Responsibilities


Business Analyst DashboardBusiness Analyst Dashboard


Administrator DashboardAdministrator Dashboard


AME Building BlocksAME Building Blocks Transaction Types Attributes Conditions Actions/Action Types Approver Groups Rules


Transaction TypeTransaction Type• In AME, a transaction type represents a set of transactions generated by a given application, for which

AME maintains a single set of approval rules

A single application can have several transaction types• What will be approved – Invoice, requisition, salary change, Leave…• Custom transaction types can be created


AttributeAttribute

•Attributes are business variables with a single value for a particular transaction

•Examples of attributes are: transaction's total amount percentage of discount an item's category a person's salary No: Days applied for leave


AttributeAttribute


Seeded attributes Seeded attributes


AttributeAttribute


AttributeAttribute


ConditionCondition

• The if part of an approval rule consists of zero or more conditions.

• A condition is a statement that is either true or false, for a given transaction. For the rule to apply to a transaction, all of its conditions must be true for the transaction

Types of conditions:• Ordinary • Exception• List-modifiers


ConditionsConditions


ConditionsConditions


Action and Action Types Action and Action Types

• An approval rule's then part (its consequent) consists of one or more actions

•Every action belongs to an action type. An action type is a collection of actions having similar functionality

• AME provides all the action types and actions your implementation will require


Action TypesAction Types

• Action types frequently used:– HR Supervisory Hierarchy– Absolute-Job-Level Action Type– Final-Approver-Only Action Type– Dual-Chains-of-Authority Action Type– Supervisory-Level Action Type– Approver-Group Chain of Authority Action Type– Pre- and Post-Chain of Authority Action Types


Action TypesAction Types


Approver GroupsApprover Groups


Approver GroupsApprover Groups


Rules Rules

•Creating rules and rule use are the main steps in the AME implementation process

•Rule associate one or more conditions with an approval in an if-then statement

•You may need to create (or have a system administrator create) some custom attributes and/or approvals

•You may also need to create some approver groups. Thus, while creating rules is your ultimate goal, it is also the last thing you do when you set up AME


Rules TypesRules Types

There are eight rule types in AME– List-creation rules– List-creation exceptions– List-modification rules– Substitutions– Pre-list approval-group rules– Post-list approval-group rules– Combination Rules– Production Rules


RulesRules


RulesRules


RulesRules


RulesRules


RulesRules


Test workbenchTest workbench

• AME provides a testing workbench to allow defined business rules to be evaluated and tested against transactions

• Testing workbench allows user to verify various aspects of setups– Are attribute values, particularly custom attributes, retrieving

values correctly?– Does the invoice satisfy the appropriate rule?– Is the proper approver chain being generated for thetransaction based on the rule chosen?


Test workbenchTest workbench


The Administrator DashboardThe Administrator Dashboard

• The Administrator Dashboard is available only to users with the Application Administrator responsibility. The administrator can perform the following:

• Set the configuration variables' default• Set the transaction type's configuration variables' values• Create a transaction type• Update a transaction type• Delete a transaction type• View the exception log• Clear the exception log• Run the Setup report• Add approver types


The Administrator DashboardThe Administrator Dashboard


Case StudyCase Study

• Organization: Business Learning Centre.

• All the requests for leave go for a 2 level approval

• We require to design an approval where all the vacation leaves applied for more than 6 days go for a one level approval and then further to the Head of the Department(Mr. Mehul Shah)








Transaction- Self Service Transaction- Self Service Leave of AbsenceLeave of Absence





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AME-in-oracle-hrms-ppt