Ame 2010 Neoaug
Ame 2010 Neoaug
Agenda
AME Product Overview AME and Approval Workflow Sample Business Case Scenarios
Payables Purchase Requisitions Human Resources iRecruitment Vacancy Approval
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What is AME?
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
Integrated with multiple E-Business applications such as HR, PO and AP APIs allow integration with 3rd party apps
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Advantages of AME
Approval Rules can be developed by business users with minimal development assistance Approver Lists leverage off existing Oracle hierarchies (e.g. HR supervisor, HR position) Approver Lists can also leverage off custom hierarchies AME responds to changes such as organization hierarchies or rule changes Alternative is workflow customization
Requires significant development expertise
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R11i vs R12
Features available to more transactions in R12
Parallel Approvals Position Hierarchy FYI Notifications Not available for all transaction types MetaLink Id: 338508.1
Product teams for each module develop integration to AME
Integrated with more applications in R12 R11i 178 transaction types; R12 258 types
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AME Access
AME uses Oracle Role Based Access Model (RBAC) to access AME components Functional Administrator Responsibility
Grant access to data (who can see what transaction type)
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Administrator Dashboard
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Configuration Variables
Control runtime behavior Default applies to all transaction types
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Transaction Types
What will be approved
Invoice, requisition, salary change
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Attributes
Variables used to build rules (e.g. invoice amount, supplier, etc.) Basic attributes seeded for all transaction types
Existing attributes can be modified
SUPERVISORY_NON_DEFAULT_STARTING_POINT_PER SON_ID Update to start with a different person
Create additional attributes for anything linked to transaction id for header (invoice id, requisition id)
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Seeded Attributes
Examples from the Payables Invoice Approval transaction type
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Conditions
Represent the IF part of an approval rule Attributes are evaluated runtime
This is why AME adjusts immediately to changes
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Actions/Action Types
Represent the Then part of an approval rule Provide instruction to AME when an approval rule has been satisfied Determine the approvers and number of approvers Action Types are grouping of actions
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Actions/Action Types
Actions/Action Types
Action Type
Absolute-job-level
Description
~Ascends HR supervisor hierarchy ~Based on specific job level ~Ascends HR supervisor hierarchy ~Based on job level relative to requesters job level
Example
Require approvals up to at least job level six Specific purchase types Require approvals at least four levels up Pay changes
Relative-job-level
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Actions/Action Types
Action Type
Manager-then-FinalApprover
Description
~Ascends HR supervisor hierarchy ~Supervisor and final approver are required to approve
Example
Require approval up to first supervisor and level six final approver Capital with CFO approval
Supervisory-Level
Ascends HR Require approvals up supervisor hierarchy a to three supervisors specified number of Expenses levels
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Actions/Action Types
Action Type
HR-Position
Description
Ascends HR position hierarchy up to a specified position ~Ascends custom approver hierarchy ~Builds chain-ofauthority type approver list
Example
Require approvals up to Accounting Manager HR approvals If transaction item is related to a project Approver groups based on project roles
Approver-Group Chain-of-Authority
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Actions/Action Types
Action Type
Final-Authority
Description
Grants final authority to an approver by ending the approval chain when target approver is reached Approvers are added before or after normal chain-of-authority list build for a transaction
Example
If Approver is Susan Behn, allow final approval VP Approval
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Will return multiple project managers if more than one project referenced in dist lines
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Rules
Represent the translation of an organization business approval rule in AME Associate one or more conditions to a rule
When the rule applies
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Rule Types
List Creation
List-Creation Exceptions
Combination
IF INVOICE_AMOUNT < 1000 AND (Exception) SUPPLIER_TYPE IS IN (UTILITY) THEN REQUIRE APPROVALS UP TO 1 SUPERVISORS
Combination of actions
IF REQUESTER IS JOHN DOE, REQUIRE PRE-APPROVAL FROM TEAM LEAD, POST-APPROVAL FROM AP MANAGER
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Rule Types
List-Modification
Used to extend or reduce final approver authority
Substitution
IF INVOICE_AMOUNT > 5000 AND PAYGROUP IS COMPEQUIP AND ANY APPROVER IS GERALD JONES GRANT FINAL AUTHORITY
Allows an approver on approver list to be substituted for another person Alternative for vacation rules
IF ANY APPROVER IS GERALD JONES, THEN SUBSTITUTE SUSAN BEHN FOR THE APPROVER
Approvers are inserted either before or after the normal chain-ofauthority approver list
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Testing Workbench
11i.AME.B 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 the transaction based on the rule chosen?
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AME
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New Dynamic Approver Groups to find employee in key role New Rules
SB_PROJECT_MANAGER SB_DIRECTOR
Supervisory Level Require approvals up to the 1st, 2nd or 3rd supervisor Pre-chain-of-authority approvals pre-approval from approver groups
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Create SB_PROJECT_MANAGER approver group as shown Also Create SB_PROJECT_DIRECTOR approver group with Director as role
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Testing Workbench
Get the ID of the transaction Run real transaction test Enter transaction id and click GO
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Testing Workbench
Scroll down to view values of all attributes Click Run Test Case to see test results
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Testing Workbench
Use + to show details for rules and approvers View Approval Process Stages to view additional details such as repeated approvers Displays Final approver list - Note there are only two approvers View Approval Process Stages for more details
Expected three approvers - Project Manager, Project Director, Supervisor
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New vehicle purchases must be approved by a director level Pre-approvals are required for some requisitions based on item category
Computer PC and Server purchases must be pre-approved by the IT manager
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Category = AUTOMOTIVE.VEHICLE (need job level 5 or above approval) Amount = $32K (need approval from 2 supervisors)
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If VP approves requisition it goes to the Controller for this hiring manager If Division Controller approves it goes to the Hiring Managers SVP which is based on the people group
If SVP approves it goes to the Hiring Managers EVP or CFO, COO or President also identified by the people group
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References
No. B25324-01, MetaLink Note 336901.1 MetaLink Note 289927.1 269057.1
Oracle Approvals Management Implementation Guide Rel 11i Part Oracle Approvals Management Developers Guide Release AME.B, How to Implement the Invoice Approval Workflow, MetaLink Note
Oracle Payables Users Guide 11i Part No. A81180-07 Oracle Approvals Management Not Enabled? What does it take to Enabled It?, MetaLink Note 413300.1 About Oracle Approvals Management Minipack B, MetaLink Note
336004.1
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Scorecard Focus Areas Competitive Optimization Functional and Process Issues Project Approach and Complex Issues Workflow Issues Customization Reduction Database Data Integrity System Optimization Business Intelligence
Available at www.solutionbeacon.com
Got Oracle?
The ABCs of Workflow for Oracle E-Business Suite Release 11i and Release 12
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