Oracle Approvals Management (AME) : Jon Moll

Oracle Approvals
Management
(AME)
Atlanta Oracle User Group
January 18, 2008
Jon Moll
Introduction
Jon Moll
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
2
2008 O2Works, LLC. All Rights Reserved.
Agenda
1.
1.Overview
Overview of
ofAME
AME
2.
2.AME
AMEBasics
Basics
3.
3.Workflow
Workflow and
andAME
AME
4.
4.Example
Example
3
1.
1. Overview
Overview of
of AME
AME
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.
4
AME 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
5
Initial Setup Steps

Login as Administrator (APPSADMIN
or SYSADMIN)
Create a new user with no
responsibilities
6
Initial Setup Steps

User Management responsibility
Users page
Find user and click Update
7
Initial Setup Steps

Select Assign Roles and search for
Role starting with Approval
Add all roles to the user

8
Initial Setup Steps

Fill out Justification for each role and
save.
9
Initial Setup Steps

Verify roles are assigned to the user
10
Initial Setup Steps

Switch to Functional Administrator
Select Create Grant

11
Initial Setup Steps
12
Initial Setup Steps

AME Transaction Types All Rows
13
Initial Setup Steps

Application Set = AME Calling
Applications
Proceed to last page and select Finish
14
Initial Setup Steps

If upgrading to AME.B, run Approvals
Management Post Upgrade
concurrent process under System
Administrator responsibility.
Migrates existing AME users.
15
Initial Setup Steps

Set AME:Installed profile for calling
applications
16
Initial Setup Steps

Set application-specific setups
17
Approvals Management
Administrator
Full access to all AME functions
18
Approvals Management Business

Analyst
Functional Access
19
2.
2. AME
AME Basics
Basics
Transaction Type A distinct set of approval
rules applied 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)
20
Approval Rule
Business rule that determines the
approval process used by a
transaction. Constructed with
conditions and actions.
If invoice amount > $1000 USD
(condition), THEN use supervisor chain
of requestor (action) to go up two levels.
21
Approval Rule
If
invoice amount > $1000 USD,
conditio
n
THEN
use supervisor chain of requestor to go up

two levels.
actio
n
22
Condition Type
Ordinary Evaluates dates,
numbers, currencies.
List-Modifier checks for a given
approver.
23
Action Type
Chain of Authority Uses HR
supervisory or HR position
hierarchies.
List Modification
Substitution
Pre Approval Group
Post Approval Group
24
Action Type Chain of Authority

HR Supervisory Requires population of attribute
TOP_SUPERVISORY_PERSON_ID.
Absolute-Job-Level - Starts with
TRANSACTION_REQUESTOR_PERSON_ID and 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_POINT PERSON_ID ,
SECOND_STARTING_POINT_PERSON_ID
Supervisory-Level Climbs n levels,

disregarding jobs.
25
Action Type Chain of Authority

HR Position Uses primary position
structure of the BG, or
NON_DEFAULT_POSITION_STRUCTURE_ID.
HR Position Ends with specified
position.
HR Position Level Climbs n
positions.
26
Action Type List Modification

Final Authority Grants signing
authority to an approver.
Nonfinal Authority Extends chain
authority n levels past an approver
(uses jobs).
27
Action Type Substitution

Substitution Replaces the target
approver with another.
28
Action Type Pre and Post

Pre List Inserts an approval group
before the authority list.
Post List Inserts an approval group
after the authority list.
29
Approver Group
Set of one or more approvers typically
used outside 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.
30
Approver Group Membership List

Static Chosen while creating or
editing the group.
Dynamic Chosen by SQL query
entered during creation of group.
Query results either:
person_id:<person_id> or
user_id:<user_id>
wf_roles
Can return multiple values.
31
Approver Group Voting Regimes

Serial Members are notified one after
the other according to their member
order (ties broken arbitrarily). All
members must approve.
Consensus Members notified in
parallel. All must approve.
First-Responder-Wins - Members
notified in parallel. First responder =
groups decision.
Order-Number Members notified
according to order, ties notified in
parallel. All must respond.
32
Approval Rules
List-Creation
If invoice amount > $1000 USD (condition), THEN
require approval one job levels above requestor.
List-Creation Exception
If invoice amount > $500 USD and pay group =
Employee, THEN require approval two job levels
above requestor.
List-Modification
If any approver = Sam Clark, THEN grant final
authority.
Pre and Post

If expenditure category = Computers, THEN require
approval from IS department.
33
Conflict Resolution
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.
34
3.
3.Workflow
Workflow and
andAME
AME
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.
35
Requisition Approval
36
1.
1. Example
Example
If project type is Indirect, require

requisition approval by Project
Manager and then requesters
immediate supervisor.
37
Example - Attributes
38
Example - Conditions
39
Example Approver Groups
40
Example - Rules
41
Example - Testing
42
Example - Testing
43
Example - Testing
44
Example - Testing
45
Questions?
Jon Moll
jon@o2works.com
O2Works LLC
Dallas Chicago - Denver

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Oracle Approvals

Builds a list of approvers for a

Initial Setup Steps

Initial Setup Steps

Initial Setup Steps

Add all roles to the user

Initial Setup Steps

Initial Setup Steps

Initial Setup Steps

Select Create Grant

Initial Setup Steps

Initial Setup Steps

Initial Setup Steps

Proceed to last page and select Finish

Initial Setup Steps

Initial Setup Steps

Initial Setup Steps

Full access to all AME functions

Approvals Management Business

use supervisor chain of requestor to go up

Action Type Chain of Authority

Supervisory-Level Climbs n levels,

Action Type Chain of Authority

Action Type List Modification

Action Type Substitution

Action Type Pre and Post

Approver Group Membership List

Approver Group Voting Regimes

Pre and Post

Oracle Workflow calls AME to get

If project type is Indirect, require

Example Approver Groups

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