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HowToSetupAndUseApprovalManagementEngineAMEForPurchasingand
iProcurementDocuments(DocID434143.1)
InthisDocument
Abstract
History
Details

AssignAMEaccesstousers

AssignAMERolesandResponsibilities

GrantTransactionTypeAccesstoUsers

ReviewandModifyAMESetup

1.ActionTypes

2.Attributes

3.Conditions

4.ApproverGroups

5.Rules

6.TestWorkbench

EnableAME

ForRequisitions:

ForPurchaseOrders:

ForRequisitionChangeRequest(*notincludedinthewhitepaperattachment)

TesttheFunctionality

ViewtheAMESetup

Troubleshootingissues

MSWordFormatAMEforPurchaseRequisitionApprovalWhitepaper

Summary

StillHaveQuestions?

References

APPLIESTO:
OraclePurchasingVersion11.5.10to12.2.4[Release11.5to12.2]
OracleiProcurementVersion11.5.10to12.2.4[Release11.5to12.2]
Informationinthisdocumentappliestoanyplatform.
***Checkedforrelevanceon15JUL2010***

ABSTRACT

PurchaseRequisitionsandpurchaseorders(in12.1.3)canberoutedforapprovalusingtheAMEApprovalManagement
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Engine.ThiswhitepaperdescribeshowtosetupAMEforusewithpurchasingdocuments,andshowshowtheapproval
listisbuiltbasedontheAMEsetup.

HISTORY
Author:DavidFelton,OracleGlobalCustomerServices
ContributingAuthors:DiegoRossenblum,OracleGlobalCustomerServices(added28MAY2008),SofiaBurbano,
(added29MAR2012)
CreateDate01OCT2007
UpdateDate10OCT2012
ExpireDate10OCT2013(requiresreviewafterthisdate)

DETAILS

AssignAMEaccesstousers
AssignAMERolesandResponsibilities
AMEresponsibilitiesin11i.AME.Aareassigneddirectlytotheusers.However,InR12or11i.AME.Bandhigher,AME
responsibilitiesareassignedindirectlytousersthroughroles.TherolesareassignedtotheusersbytheSYSADMIN
userusingtheUserManagementresponsibility.Oncetherolesareassigned,theAMEresponsibilitiesareautomatically
availabletotheuserswithoutspecificallyassigningtheAMEresponsibilitiestotheusers.Herearestepstoassignthe
roles:
1.LoginasSystemAdministratoruser
2.Selecttheresponsibility"UserManagement".(NOTE:UserManagementdataisstoredintheUMXschema)
3.Select"Users"menuoption
4.SearchfortheusertowhomyouwishtograntAMEroles
5.Intheresultstable,clickonupdateicon
6.Intheupdateuserpage,userdetailscanbeseenalongwithalistofrolesavailabletouser.
Clickon"AssignRoles"
7.SearchforApproval%andSelectrolesfromtheresultingLOV.Choosetherolesthatareapplicable(proper
authority)fortheuser,andclicktheSelectbutton.
8.Specifyjustificationandrelevantdatesforthenewlyassignedroles,andclickApplytoassigntherolestothe
user.
ReferenceNote413300.1OracleApprovalsManagementNotEnabled?WhatDoesItTakeToEnableIt?

GrantTransactionTypeAccesstoUsers
AMErestrictsaccesstotransactiontypesusingDataSecurity.Grantusersaccesstothetransactiontypesusingthe
Grantspage.Setupuseraccessasfollows:
1.NavigatetothePersonalHomePage.
2.SelectFunctionalAdministratorResponsibility
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3.FromtheGrantspage,pressontheCreateGrantbutton
4.Createagrantwiththefollowinginformation:
Name<specifyadescriptivename>
GranteeType=SpecificUser
Grantee=<TheuserwhodesiresAMEaccess>
Object=AMETransactionTypes
5.ClickNextandselecttheObjectDataContext
DataContextType=AllRows
6.ClickNexttodefinetheobjectparametersandSelectSet
Set=AMECallingApplications
7.ClickNext.ReviewthechangesandthenFinishtheprocess.

ReviewandModifyAMESetup
AMEisdesignedtoprovideapprovallogicformanytransactiontypes.TransactiontypesusedforPurchasinginclude:
PurchaseRequisitionApproval,InternalRequisitionApproval,RequesterChangeOrderApprovalandPurchaseOrder
Approval(SeeNote1487661.1AME:Approval,EReview,ESignandWithdrawalFeaturesforPurchaseOrdersfor
detailsonAMEfunctionalityforpurchaseorders).
1.NavigatetotheApprovalsManagementBusinessAnalyst,Standardresponsibility
2.ChoosetheBusinessAnalystDashboardmenufromtheresponsibility
3.UsetheTransactionTypeLOVtosearchandselectthetransactiontype
4.UsethelinksontherightintheApprovalProcessSetupregiontosetthecomponents(Attributes,Conditions,
ActionTypes,ApproverGroups)andrules,ortousethetestworkbenchinAME.

1.ActionTypes
1.Anactiontypeisacollectionofactionshavingsimilarfunctionality.Everyactionbelongstoanactiontype.
Actiontypesareenabledordisabledforaparticulartransactiontype.AMEmaygiveanerrorwhenattempting
toenableanactiontypeforatransactionifthetransactionisnotdesignedtoallowthatactiontype.
2.Todisableorenableactiontypesforthetransaction,selecttheActionTypeslink
3.TheActionTypespageshowstheactiontypesthatarecurrentlyenabledforthetransactiontype.Usethe
PreviousandNextlinkstoscrollthroughthelistofenabledactiontypes.SelecttheUseExistingActionType
buttontoseeotherpredefinedactiontypesavailableinAME.Someofthesemayormaynotbeapplicableto
thecurrentlyselecttransactiontypeAMEwillgiveanerroriftheusertriestoaddanonrelevantactiontypefor
theselectedtransactiontype.
4.IfyouaregoingtouseEmployee/Supervisor,assignalevel(approvalauthority)tothejobs.NavigatetoHR
responsibility>WorkStructures>Job>DescriptiontoassignaLevel(ApprovalAuthority)toaJob.Query
uptheJobandentertheappropriateJobLevelintheApprovalAuthorityfield.
5.InAME,selectanyorallofthefollowingActionTypesforJOBBASEDapprovalsifapplicableforyour
businessrequirements:
absolutejoblevel/chainsofauthoritybasedonabsolutejoblevel
finalapproveronly/chainsofauthoritycontainingonlythefinaljoblevelapprover
managerthenfinalapprover/chainofauthorityincludesrequestor'smanagerandthenthefinal
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approver
relativejoblevel/chainsofauthoritybasedonrelativejoblevel
supervisorylevel/chainsofauthoritybasedonnumberofsupervisorylevels
6.InAME,selectanyorallofthefollowingActiontypesforAPPROVERGROUPapprovalsifapplicableforyour
businessrequirements:
postchainofauthorityapprovals/groupapprovalsafterthechainofauthority
prechainofauthorityapprovals/groupapprovalsbeforethechainofauthority
approvalgroupchainofauthority/chainofauthorityincludesanapprovalgroup
7.InAME,selectanyofallofthefollowingActiontypesforPOSITIONBASEDapprovals(OnlyinR12and
higher)ifapplicableforyourbusinessrequirements
hrposition/chainsofauthoritybasedonaparticularHRposition
hrpositionlevel/chainsofauthoritybasedonHRpositions

2.Attributes
1.AttributesarethebaseelementforanAMERule.AttributevaluesareretrievedfromtheOracleEBusiness
SuiteApplicationsdatabaseorderivedfromvaluesinthedatabase.AMEisseededwithattributesrelevantto
thetransactiontype,andtheusercancreatenewattributesinAMEforuseinAMErules.
2.SelecttheAttributeslinktovieworaddattributesfortheselectedtransactiontype
3.UsethePreviousandNextlinkstoscrollthroughtheexistingattributes.Someoftheattributesinclude
ITEM_CATEGORY,ITEM_NUMBERaswellasotherattributes.WhenAMEapprovalsisenabled,thesevaluesget
populatedforthepurchasingdocument,andAMEusesthisinformationtodeterminetheappropriateAME
rule(s)touse.
4.Inadditiontotheseededattributes,acustomizedattributecanbecreated.DAVE_CATEGORY_SEGMENTis
anexampleofthis.ThisattributeusesaquerytocaptureSEGMENT1oftheItemCategoryflexfield.TheItem
CategoryflexfieldmaybesetuptouseoneormoresegmentsthiscustomizedAMEattributecapturesonly
SEGMENT1oftheflexfield.Thisallowstheuserstosetupconditionsandrulesthataredependentonacertain
valueinSEGMENT1oftheITEMCategoryusedontherequisition.NOTE:Thenewattribute
DAVE_CATEGORY_SEGMENT1usesthesamesqlqueryastheseededITEM_CATEGORYAMEattribute,exceptit
selectsmck.segment1ratherthanmck.concatenated_segments.

3.Conditions
1.Conditionsidentifyvaluesandvaluerangesforsomeoralloftheattributesavailable.AMErulesreferto
theseconditionstodetermineifaparticularruleisapplicableforthespecificdocumentbeingapproved.For
example,anAMErulecanbesetuptorequirecertainapproversif$0USD<=requisitiontotal<$1000USD.
SinceREQUISITION_TOTALisaseededattribute,theusercandefineacondition$0USD<=requisitiontotal<
$1000USD,andthenusethisconditioninaruletorequirecertainapproversfortherequisition.Therulecannot
refertothisconditionuntilitisdefinedinAMEConditionsforthePurchaseRequisitionApprovaltransactiontype.
2.SelecttheConditionslinkfromtheAMEBusinessAnalystDashboardafterspecifyingthetransactiontype.
SelectingtheConditionslinkwilldisplaytheexistingconditionsdefinedforthetransactiontype,andalsoallow
theusertocreatenewconditionsforthetransaction.
3.ClicktheCreatebuttontocreateanewcondition
4.Todefinethenewcondition,specifywhethertheconditionisordinary,oranexceptioncondition(whichcan
onlybeusedinanexceptionrule).UsetheAttributeLOVtochoosetheattributeonwhichtheconditionis
based.Theconditionwillspecifyavalueorrangeofvaluesfortheattribute,sotheattributemustbeselected
beforethevalue(s)canbedefined.
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5.Definetheallowedvalueorvaluerangefortheselectedattribute.ClickApplytocompletethecondition
definition.

4.ApproverGroups
1.ApproverGroupsareoptional.SetupApproverGroupsifadditionalapproversarerequiredforparticular
conditions,ortospecifyadynamicsqlqueryforadditionalapprovers.Therulesdefinedforthetransactioncan
bebasedonApproverGroups,JobsdefinedinHRsetup,orPositionsdefinedinHRsetup(onlyinR12)the
rulesmayalsouseacombinationofJob,Position,andApproverGroupbasis.(SeetheRulesdetailslaterinthis
paperformoreinformationabouttherules)
2.SelecttheApproverGroupslinkfromtheAMEBusinessAnalystDashboard.
3.Viewandeditexistingapprovergroups,orClicktheCreatebuttontocreateanewapprovergroup.
4.Whencreatingtheapprovalgroupspecifyallthemandatoryvalues.
a.Giveanameanddescriptiontotheapprovalgroup.
b.Specifyanordernumber(ordernumberofthisapprovergrouprelativetootherapprovergroups).
c.Chooseavotingregime,onlySerialissupportedforPurchaseRequisitionApprovalin11.5.10and
11.5.9.R12doesallowothervotingregimesthatuseparallelrouting.
d.ChooseStaticifapproverswillbeselectedwhendefiningtheapprovalgroup,orchooseDynamicifa
sqlqueryisusedtodynamicallyfindtheapproversforthisapprovergroupwhentheapprovaltransaction
isbeingprocessed.
e.ClicktheAddAnotherRowbuttontoaddapproverstotheapprovalgroupnow.
f.ClickApplytosavetheapprovergroup
5.Theapprovalgroupmemberscanbeaddedasadditionalapproverstothenormalchainofcommand
approversgeneratedbyAME.

5.Rules
1.Definerulestospecifyapproversthatshouldbeincludedintheapprovallistunderspecificconditionsforthe
approvaltransaction.
2.SelecttheRuleslinkfromtheAMEDashboardafterselectingthetransactiontype
3.Reviewthelistofexistingrulesalreadydefinedforthetransaction
4.SelecttheCreatebuttontocreateanewruleforthetransaction.(Optionally,iftherealreadyexistsasimilar
rulechoosetheDuplicateiconortheUseExistingRulebutton).
a.Specifyanameforthenewruleandchoosetheruletypeandeffectivedates.Ruletypesare
explainedintheAMEonlinehelppagesalongwithexamples.ThemostcommontypesareList
Creation,PreListApproverGroupandPostListApproverGroup.(NOTE:Someruletypesmaynot
beavailableifthecorrespondingactiontypeshavenotbeenassignedtothetransactiontype.Use
theActionTypesfeaturetoaddorremoveactiontypesforthetransaction)
b.Specifyoneormoreconditionsthatactivatetherule.TheConditionsaredefinedintheAME
Setup,andtheymaybeseededconditionsoruserdefinedconditions.
c.ChoosetheActionTypeandthenchooseaspecificaction.Thelistofactionsavailableis
dependentontheActionTypeselected.TheactionsarerelatedtoJobs,Positions(inR12),or
ApproverGroups.(ActionTypesarediscussedpreviouslyinthiswhitepaper)
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d.ReviewtheruledetailsandclickFinishtocompletetherulesetup,orclickBacktomake
changes.

6.TestWorkbench
UsetheTestWorkbenchtodeterminewhichAMERule(s)applytoaspecificdocument,ortodeterminewhich
AMERule(s)applyforanadhoccombinationofvaluesspecifiedatthetimeofthetest.SelecttheTest
WorkbenchlinkfromtheAMEDashboard
1.SpecificRequisitiontest
a.ClicktheRunRealTransactionTestbutton.
b.SpecifythevalueofREQUISITION_HEADER_IDfromPO_REQUISITION_HEADERS_ALLasthe
TransactionIdvalue.ClickGotoseetheAMErulesthatapplytotherequisition.
c.Adjusttherulessetuptocauserulestobecalleddifferentlybasedonthebusinessrequirements.
2.SpecificPurchaseOrdertest
a.ClicktheRunRealTransactionTestbutton.
b.SpecifythevalueofAME_APPROVAL_IDfromPO_HEADERS_ALLastheTransactionIdvalue.ClickGo
toseetheAMErulesthatapplytothepurchaseorder.
c.Adjusttherulessetuptocauserulestobecalleddifferentlybasedonthebusinessrequirements.
Note:AMEforpurchaseordersisavailableinProcurementrollupPatch14254641:R12.PRC_PF.Bor
higher.SeeNote1487661.1AME:Approval,EReview,ESignandWithdrawalFeaturesforPurchase
Orderstolearnthescope,limitationsandfeaturesofAMEforpurchaseorders.

3.Adhoctest
a.ClicktheCreatebuttonontheTestWorkbenchpage
b.SpecifyNameandDescriptionforthetest,andspecifyvaluesforpertinentattributes(e.g.Requisition
Total=$100USD)
c.ClicktheRunTestCasebuttontoseetheapplicableAMErules,andtheresultingAMEapprovallist
thatwillbebuiltbasedontheconditionsspecifiedfortheattributes.

EnableAME
ForRequisitions:
1.NavigatetoPurchasingresponsibility
2.Setup/Purchasing/DocumentTypes
3.SelectPurchaseRequisition(orInternalRequisition)asthedocumenttype
4.SpecifyApprovalTransactionType=PURCHASE_REQ(orINTERNAL_REQ)toenable
AMEapprovalsforPurchaseRequisitions(orInternalRequsitions)inthecurrentoperatingunit

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ForPurchaseOrders:
InordertoenableAMEforPurchaseOrders,createadocumentstyleandassociatetheAMEworkflow.RefertoNote
1487713.1SetupsforPurchaseOrderApprovalUsingApprovalsManagementEngine(AME).Thisnotehasscreenshots
anddetailedstepstocreatethedocumentstyleandenableAMEforpurchaseorders.

ForRequisitionChangeRequest(*notincludedinthewhitepaperattachment)
1.NavigatetoPurchasingresponsibility
2.Setup/Purchasing/DocumentTypes
3.SelectChangeOrderRequestRequisitionasthedocumenttype
4.SpecifyApprovalTransactionType=RCO
YoumayspecifyApprovalTransactionType=RCO(RequesterChangeOrderApproval)ifyouwant
tohaveuniqueAMEapprovallogicforthechangerequests,asthisisthedefaultapprovaltransaction
typeintendedforusewithchangerequests.IfyouwanttousethesameAMElogicasforPurchase
Requisitions,youmayspecifyPURCHASE_REQastheApprovalTransactionType,althoughyouwill
needtotestthistomakesureitworksasexpectedforthechangerequestcases.
**NEW**
Note:TheREQUISITION_TOTALforRCORequesterChangeOrderApprovalAMEtransactionis
determineddifferentlythantheREQUISITION_TOTALinthePurchaseRequisitionApprovalAME
transaction.TheREQUISITION_TOTALinRCOtransactiongetstheNewRevisedTotalspecifiedfor
theChange,butREQUISITION_TOTALinthePURCHASE_REQtransactionretrievesthecurrentTotal
ratherthantherevisedTotal.
PURCHASE_REQPurchaseRequisitionApproval
REQUISITION_TOTAL=SELECTnvl(SUM(decode(order_type_lookup_code,'RATE',amount,
'FIXEDPRICE',amount,quantity*unit_price)),0),
po_ame_setup_pvt.get_function_currency(max(requisition_header_id)),
po_ame_setup_pvt.get_rate_type(max(requisition_header_id))from
po_requisition_lines_allwhererequisition_header_id=
po_ame_setup_pvt.get_new_req_header_id(:transactionId)andnvl(cancel_flag,'N')
='N'andnvl(modified_by_agent_flag,'N')='N'

RCORequesterChangeOrderApproval
REQUISITION_TOTAL=select
po_ame_setup_pvt.get_changed_req_total(:transactionId),
po_ame_setup_pvt.get_function_currency(:transactionId),
po_ame_setup_pvt.get_rate_type(:transactionId)fromdual

Besuretochecktheattributedefinitionsforeachtransactionattributeandcomparetoensureyou
gettheexpectedresultswithusingtheattributes.TheintendeddesignistouseRequesterChange
OrderApproval(RCO)forchanges,andusePurchaseRequisitionApproval(PURCHASE_REQ)for
newdocuments.

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TesttheFunctionality
1.CreatearequisitionorpurchaseorderandverifythattheApprovalListisbuiltpertheAMErulesbasedon
theconditionspresentontheattributes.

ViewtheAMESetup
1.ClicktheSetupReportlinkintheQuickLinkssectionoftheDashboard
2.Selecttheappropriatetransactiontype(Example:PurchaseRequisitionApproval)andclickGo.
3.ClickthePrintablePagebuttontoviewthecompletesetupfortheselectedtransactiontype(Attributes,
Conditions,Rules,ApprovalGroups,andetc.)
4.ComparetheAMEsetuptotherequisitionattributesandapprovallistgeneratedforaspecificrequisition,or
comparetheAMEsetuptothebusinessrequirements.
NOTE:Thisdocumentisnotconsideredformaldocumentationoftheproduct,butisausefultoolforapplying
thefunctionalitydescribed.

Troubleshootingissues
RefertoNote1437183.1'AME:HowtoDiagnoseIssuesWiththeDefaultApproverListinPurchasing
WhenUsingApprovalsManagement'fortipstotroubleshootAMEissueswiththeapprovallist.
InadditiontotheAMESetupReportandtheTestWorkbenchmentionedabove,thisquerymaybeuseful,
tocheckattributesandconditionsassociatedtorulesdirectlyatthetablelevel(forrequisitions).
Although,theinformationinthesetupreportismorenicelyformatted.
ForperformanceissuesinAME,capturetracefilestoidentifyslowperformingSQL.Alsocapturea
debuglogandreviewthetimestampsforlargeintervalsbetweendebuglogstatements.Evenaninterval
of12minutesinthetimestampcanindicateaperformanceissueifthissamedelayintervaloccurs
multipletimesinthedebuglogforthesamecodecall.

MSWordFormatAMEforPurchaseRequisitionApprovalWhitepaper
NOTE1:ThesesameinstructionsareprovidedinMSWorddocumentformatwithscreenshotsinthefileattachedtothis
note.PleaseseetheattachedMSWorddocumentformoredetails.Thisdocumentisnotconsiderformal
documentationoftheproduct,butisausefultoolforapplyingthefunctionalitydescribed.

SUMMARY
ThispaperdescribesthesetupstepsforaccessingAME,designatingAMEastheapprovalchoice,andusingtheAME
approvalroutingforrequisitionsorpurchaseorders.UsethisdocumentasaguideforinitialAMEsetup,orfor
validatingandadjustingacurrentAMEsetuptomeetchangingneeds.Thisinformationisalsohelpfulfor
troubleshootingapprovalroutingissueswhenusingAMEapprovals.ForadditionaltroubleshootingideasreviewNote
1437183.1andNote428552.1.
Pleaseprovidefeedbackwithyourcommentsorrecommendationsforimprovingthisdocument.

StillHaveQuestions?
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JoinourgrowingOracleProcurementCommunityandlearnfromyourpeersandOracleonhowtoaddressyouruniqueissue

YoucanaccessthemainOracleCommunitiespageathttp://communities.oracle.com(Ifyouareenrolled,theProcurementc
alreadyenrolledintheProcurementcommunity,youcandosobyclickingonthelinkEditSubscriptions).
OR
From"MyOracleSupport"asfollows:
1.
2.
3.
4.
5.

LogintoMyOracleSupport
Clickonthe'Community'linkatthetopofthepage
Clickin'FindaCommunity'fieldandenterProcurement
DoubleclickonProcurementinthelist
Clickonthe'CreateaCommunityPost'buttonandsubmityourquestion.

REFERENCES
NOTE:428552.1HowToDiagnoseIssuesWithApprovalsManagementEngine(AME)InProcurement
NOTE:1437183.1AME:HowtoDiagnoseIssuesWiththeDefaultApproverListinPurchasingWhenUsingApprovals
Management
NOTE:404152.1ReleaseContentDocumentsforEBusinessSuiteRelease12and12.0.xReleaseUpdatePacks
NOTE:1207863.1MasterReferenceForAMEBasedRequisitionApprovalInR12
NOTE:413300.1OracleApprovalsManagementNotEnabled?WhatDoesItTakeToEnableIt?
NOTE:293315.111.5.10FAQforApprovalsManagement(AME)IntegrationForiProcurementandPurchasing

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