AME Setup - Oracle Apps Reference

10/15/2015
AMESetup|OracleAppsReference
OracleAppsReference
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AMESetup
Posted:December1,2013inPurchasing
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AssignAMERolesandResponsibilities
1.NavigatetoUserManagementResponsibility>Usersandsearchfortheusertowhomyouwish
tograntAMEroles.(CannavigatefromanyuserwhichhasSecurityAdministratorRoleorfrom
SYSADMINuser).
(https://govoracleapps.files.wordpress.com/2013/12/1.jpg)
2.ClickonUpdateiconacrosstheusernameandintheupdateuserpage,clickonAssignRole
button.
https://govoracleapps.wordpress.com/2013/12/01/amesetup/
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3.SearchforApproval%andselecttheRoles:ApprovalsManagementAdministrator&
ApprovalsManagementBusinessAnalyst.
4.Specifyjustificationandrelevantdatesforthenewlyassignedroles,andclickApplytoassign
therolestotheuser.
GrantTransactionTypeAccesstoUsers
1.NavigatetoFunctionalAdministrator>Security>GrantsandclickonCreateGrantsbutton.
2.Createagrantwiththefollowinginformation:
Name
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Name
GranteeType=ALLUser
Object=AMETransactionTypes
YoucanalsosetGranteeTypeasSpecificUserandsettheyourusernameasGrantee
3.ClickNextbuttonandselecttheObjectDataContextasAllRows.
4.ClickNexttodefinetheobjectparametersandSelectSetasAMECallingApplications
5.ClickNext,reviewthesetupsandthenFinishtheprocess
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5.ClickNext,reviewthesetupsandthenFinishtheprocess
CreatenewtransactionType
1.NavigatetoApprovalsManagementAdministratorresponsibility>AdminDashboardandclick
onCreateTransactionTypebutton(Responsibilitywillbeavailablebecauseoftherolesassigned)
WearegoingtocreatenewtransactiontypeinreferencewithseededPurchaseRequisition
Approvaltransactiontype.
2.SelecttheapplicationandenterTransactionTypekey&TransactionTypeName.ThenClick
Nextbutton.
3.Inthedropdown,selectLineItemandclickonGobutton.AnotherrowforLineItemwillbe
created.
Changetheordernumberto2andthenentertheSQLqueryinQuerywindow.ClickonValidate
buttonandclickonApplybutton.
4.ClickNextbuttonandenterthedetailsasinbelowscreenshot.(ClickValidatebuttonafter
enteringeachquery).
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5.ClickNextandthenFinishbutton.
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AMESetup
1.NavigatetoApprovalsManagementBusinessAnalystResponsibility>BusinessAnalyst
Dashboard(Responsibilitywillbeavailablebecauseoftheroleassigned)
2.UsetheTransactionTypeLOVtosearchandselectthetransactiontype.Weareusingthenewly
createdtransactiontypeGOVPurchaseRequisitionApproval.
SeededTransactiontypesavailableforPurchaseRequisitionsarePurchaseRequisitionApproval,
InternalRequisitionApprovalandRequesterChangeOrderApproval.
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Attributes:
1.SelectAttributesiconandclickonUseExistingAttribute.
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2.UnderSearch,selectoptionsasinbelowscreenshot.AfterselectingREQUISITION_TOTAL
andclickoncontinue.
3.SelectusagetypeasDynamic.Enterthequery,validateandclickfinish.
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4.SimilarlyaddITEM_CATEGORYattributealso.
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5AlsoaddbelowmentionedAttributesasitsrequiredforselectingsomebasicActiontypes
TRANSACTION_REQUESTOR_PERSON_ID(RequiredforSupervisorylevelActionType)
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(https://govoracleapps.files.wordpress.com/2013/12/transaction_requestor_person_id.jpg)
ALLOW_EMPTY_APPROVAL_GROUPS(Requiredforapprovalgroupchainofauthority
ActionType)
(https://govoracleapps.files.wordpress.com/2013/12/allow_empty_approval_groups.jpg)
Condition:
1.ClickonConditionsiconundersetuptab.Bydefaulttherearesomeconditionsavailable.Stillwe
cancreatenewconditionbyclickingCreatebutton.
2.SelecttheAttribute,entertheStringvalue/RequisitionTotalandthenclickApplybutton.
ConditionforITEM_CATEGORY
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ConditionforREQUISITION_TOTAL
AnotherconditionforREQUISITION_TOTAL
3.Youcanseethenewlycreatedconditionalongwithexistingconditions
ActionTypes:
1.ClickonActionTypesiconundersetuptabandthenclickonUseExistingActionType
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1.ClickonActionTypesiconundersetuptabandthenclickonUseExistingActionType
button.
2.SelectbelowmentionedtypesandclickonContinueButton.
Supervisorylevel
approvalgroupchainofauthority
3.ThenclickFinishbutton.
ApproverGroups:
1.ClickonApproverGroupsiconundersetuptabandthenclickonCreatebutton.
2.EntertheGroupName,Description,OrderNumberandselecttheVotingmethod.Alsoaddthe
approversandclickapplybutton.
3.SimilarlycreatetheremainingApprovalGroups.
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3.SimilarlycreatetheremainingApprovalGroups.
RulesSetup:
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RulesSetup:
1.ClickonRulesTabandthenonCreatebutton.
2.EntertheRuleName,selecttheRuleTypeandclickonNextbutton.
3.AddtheConditionsusingtheAddConditionsbuttonandclicknextbutton.
4.ClickonAddActionsbuttontoaddactions,clicknextandthenFinish.
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5.Similarlycreateallrules.
AME_MANAGER
AME_CATEGORY
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EnableAMEforRequisitionApproval
1.NavigatetoPurchasingSuperUser>Setup>Purchasing>DocumentTypes
2.ClickupdatebuttonagainstPurchaseRequisitionDocumentType
3.AssignnewlycreatedtransactiontypetoApprovalTransactionType
Testing
Requisitionwithtotalamount900USD(Lessthan10000USD)
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Requisitionwithtotalamount13500USD(Greaterthan10000USDandlessthan1000000USD)
Requisitionwithtotalamount1000USDandusingcategory204.53
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