Author : Jaggampudi Ravi Kanth

AME Setup

 

Steps for AP Invoice Approval AME setup

Step 1: Navigation to Profile options

System Administrator àProfile à system

Setup 2 : Enter Application and Profile details and Press Find Button.

 

Step 3 : Change the AME Installed Value to YES as shown below

Step 4 : Change to Payables Responsibilty and Navigate to Payables Options

  

Step 5 : Enter the Operating Unit Name.

Step 6 : Navigate to Approval Tab and Enable ‘Use Invoice Approval Workflow ‘ as shown below

 

Step 7: Switch to Approvals Management Business Analyst Responsibility .

 

Step 8 : Enter the Transaction Type as ‘ Payables Invoice Approval ’

 

Step 9: Press the Approval Groups Button as shown above Screen shot.

Create the Approval Group with the Below Values

In the Query I have written the function which will return the Accounting Manager in the Test instance.

Step 10: Navigate to Action Types Button.

And select Action type as Pre Chain of Authority Approvals as shown below

 

You will get the Action value as ‘Require pre-approval from OSD Account Manager Approval’

Step 11 : Create a Rule by following below Steps ,

a)      Enter the Name of the Rule Example : osd Approval Management Approval,Rule type : Combination : List Creation, Item Class : Header as shownbelow

a)      As there are no Conditions , press the next button.b)      Select the Action Type as ‘Pre Chain of Authority Approvals’ and Action as ‘pre-approval

from OSD Account Manager Approval’ .Step 4 : Finish

Completion of AME Setup

Step 12 : Navigate to Payables Manager

Create An invoice by Entering the Header and line Information.

Entering the Line Information.

   

Now By Pressing the Distribution Button.

Enter the Distribution Level details as shown below screen shot.

 

Once the Account is Generated.

àNavigate to Invoice page Actions .

Enable the Check box Validate and press OK button

 

Create the Account by Enabling the Create Accounting check box and Final and press OK from the Above Screen.

Once the Account is Generated Run the ‘Invoice Approval Workflow’ .

Navigation : view à Requests

Parameters :

Supplier Name ,Invoice Num .

Once the Program complete successfully, follow the below steps

Navigate : Reports à View Invoice Approval History

You will get the Account Manager details for the Invoice and the notification will be sent to the Approver.

CREATE OR REPLACE FUNCTION XX_GET_APPROVER( p_invoice_id IN NUMBER )

RETURN VARCHAR

IS

l_person_id NUMBER := 0 ;

l_count NUMBER := 0;

V_OPERATING_UNIT VARCHAR2(2000):=NULL;

V_ORG_ID NUMBER := 0;

l_return_val VARCHAR2(200) := NULL;

BEGIN

BEGIN

SELECT COUNT(*)

INTO l_count

FROM ap_invoices_all ail,

ap_suppliers aps

-- po_lookup_codes plc

Where Ail.Vendor_Id = Aps.Vendor_Id

And NVL(Aps.Vendor_Type_Lookup_Code,'XYZ') <>'OUTSOURCING'

-- AND aps.vendor_type_lookup_code <>'OUTSOURCING'

-- and aps.vendor_type_lookup_code = plc.lookup_code

AND ail.invoice_type_lookup_code IN ('PREPAYMENT', 'STANDARD','MIXED')

AND ail.invoice_id = p_invoice_id;

-- and plc.lookup_type <> 'VENDOR TYPE' ;

EXCEPTION

WHEN OTHERS THEN

DBMS_OUTPUT.PUT_LINE('Invoice does not exist :');

END;

DBMS_OUTPUT.PUT_LINE('Invoice does not exist l_count :'||l_count);

IF l_count >= 1 THEN

BEGIN

SELECT org_id

INTO V_ORG_ID

FROM ap_invoices_ALL

WHERE invoice_id=p_invoice_id;

EXCEPTION

WHEN OTHERS THEN

DBMS_OUTPUT.PUT_LINE('Invoice orgid does not exist :');

END;

DBMS_OUTPUT.PUT_LINE('Org id Value :'||v_org_id);

BEGIN

SELECT name

INTO V_OPERATING_UNIT

FROM hr_operating_units

WHERE organization_id=v_org_id;

EXCEPTION

WHEN OTHERS THEN

DBMS_OUTPUT.PUT_LINE('operating unit does not exist :');

END;

DBMS_OUTPUT.PUT_LINE('Org id Value :'||V_OPERATING_UNIT);

BEGIN

IF v_operating_unit LIKE 'operations' THEN

SELECT paf1.person_id

INTO l_person_id

FROM HR_ALL_POSITIONS_F HAPF,

PER_JOBS PJB ,

PER_ALL_PEOPLE_F PAF1,

FND_USER FU ,

PER_ALL_ASSIGNMENTS_F PAAF

WHERE SUBSTR(HAPF.name,INSTR(HAPF.name,'.',1)+1,15)='Account Manager'

AND PJB.NAME ='Manager'

AND PAAF.PERSON_ID =PAF1.PERSON_ID

AND HAPF.JOB_ID = PJB.JOB_ID

AND PAAF.JOB_ID =PJB.JOB_ID

AND PAAF.POSITION_ID =HAPF.POSITION_ID

AND (sysdate BETWEEN PAAF.EFFECTIVE_START_DATE AND PAAF.EFFECTIVE_END_DATE)

AND (sysdate BETWEEN paf1.effective_start_date AND paf1.effective_end_date)

AND PAAF.JOB_ID =HAPF.JOB_ID

AND FU.EMPLOYEE_ID =PAF1.PERSON_ID

AND rownum =1

AND SUBSTR(HAPF.name,1,2) IN

(SELECT FLEX_VALUE

FROM FND_FLEX_VALUE_SETS FFVS,

FND_FLEX_VALUES FFV ,

FND_FLEX_VALUES_TL FFVT

WHERE FFVS.FLEX_VALUE_SET_ID=FFV.FLEX_VALUE_SET_ID

AND FFV.FLEX_VALUE_ID =FFVT.FLEX_VALUE_ID

AND FFVT.LANGUAGE ='US'

AND FLEX_VALUE_SET_NAME ='operations_Company'

AND FFVT.DESCRIPTION ='Operations'

);

elsif v_operating_unit='glass' THEN

SELECT paf1.person_id

INTO l_person_id

FROM HR_ALL_POSITIONS_F HAPF,

PER_JOBS PJB ,

PER_ALL_PEOPLE_F PAF1,

FND_USER FU ,

PER_ALL_ASSIGNMENTS_F PAAF

WHERE SUBSTR(HAPF.name,INSTR(HAPF.name,'.',1)+1,15)='Account Manager'

AND PJB.NAME ='Accountant' --'Manager'

AND PAAF.PERSON_ID =PAF1.PERSON_ID

AND HAPF.JOB_ID = PJB.JOB_ID

AND PAAF.JOB_ID =PJB.JOB_ID

AND PAAF.POSITION_ID =HAPF.POSITION_ID

AND (sysdate BETWEEN PAAF.EFFECTIVE_START_DATE AND PAAF.EFFECTIVE_END_DATE)

AND (sysdate BETWEEN paf1.effective_start_date AND paf1.effective_end_date)

AND PAAF.JOB_ID =HAPF.JOB_ID

AND FU.EMPLOYEE_ID =PAF1.PERSON_ID

AND rownum =1

AND SUBSTR(HAPF.name,1,2) IN

(SELECT FLEX_VALUE

FROM FND_FLEX_VALUE_SETS FFVS,

FND_FLEX_VALUES FFV ,

FND_FLEX_VALUES_TL FFVT

WHERE FFVS.FLEX_VALUE_SET_ID=FFV.FLEX_VALUE_SET_ID

AND FFV.FLEX_VALUE_ID =FFVT.FLEX_VALUE_ID

AND FFVT.LANGUAGE ='US'

AND FLEX_VALUE_SET_NAME ='Company'

AND FFVT.DESCRIPTION ='glass'

);

Elsif v_operating_unit LIKE 'suretech' THEN

SELECT paf1.person_id

INTO l_person_id

FROM HR_ALL_POSITIONS_F HAPF,

PER_JOBS PJB ,

PER_ALL_PEOPLE_F PAF1,

FND_USER FU ,

PER_ALL_ASSIGNMENTS_F PAAF

WHERE SUBSTR(HAPF.name,INSTR(HAPF.name,'.',1)+1,15)='Account Manager'

AND PJB.NAME ='Manager'

AND PAAF.PERSON_ID =PAF1.PERSON_ID

AND HAPF.JOB_ID = PJB.JOB_ID

AND PAAF.JOB_ID =PJB.JOB_ID

AND PAAF.POSITION_ID =HAPF.POSITION_ID

AND (sysdate BETWEEN PAAF.EFFECTIVE_START_DATE AND PAAF.EFFECTIVE_END_DATE)

AND (sysdate BETWEEN paf1.effective_start_date AND paf1.effective_end_date)

AND PAAF.JOB_ID =HAPF.JOB_ID

AND FU.EMPLOYEE_ID =PAF1.PERSON_ID

AND rownum =1

AND SUBSTR(HAPF.name,1,2) IN

(SELECT FLEX_VALUE

FROM FND_FLEX_VALUE_SETS FFVS,

FND_FLEX_VALUES FFV ,

FND_FLEX_VALUES_TL FFVT

WHERE FFVS.FLEX_VALUE_SET_ID=FFV.FLEX_VALUE_SET_ID

AND FFV.FLEX_VALUE_ID =FFVT.FLEX_VALUE_ID

AND FFVT.LANGUAGE ='US'

AND FLEX_VALUE_SET_NAME ='child_Company'

And Ffvt.Description ='child'

);

Elsif v_operating_unit='master' THEN

SELECT paf1.person_id

INTO l_person_id

FROM HR_ALL_POSITIONS_F HAPF,

PER_JOBS PJB ,

PER_ALL_PEOPLE_F PAF1,

FND_USER FU ,

PER_ALL_ASSIGNMENTS_F PAAF

WHERE SUBSTR(HAPF.name,INSTR(HAPF.name,'.',1)+1,15)='Account Manager'

AND PJB.NAME ='Manager'

AND PAAF.PERSON_ID =PAF1.PERSON_ID

AND HAPF.JOB_ID = PJB.JOB_ID

AND PAAF.JOB_ID =PJB.JOB_ID

AND PAAF.POSITION_ID =HAPF.POSITION_ID

AND (sysdate BETWEEN PAAF.EFFECTIVE_START_DATE AND PAAF.EFFECTIVE_END_DATE)

AND (sysdate BETWEEN paf1.effective_start_date AND paf1.effective_end_date)

AND PAAF.JOB_ID =HAPF.JOB_ID

AND FU.EMPLOYEE_ID =PAF1.PERSON_ID

AND rownum =1

AND SUBSTR(HAPF.name,1,2) IN

(SELECT FLEX_VALUE

FROM FND_FLEX_VALUE_SETS FFVS,

FND_FLEX_VALUES FFV ,

FND_FLEX_VALUES_TL FFVT

WHERE FFVS.FLEX_VALUE_SET_ID=FFV.FLEX_VALUE_SET_ID

AND FFV.FLEX_VALUE_ID =FFVT.FLEX_VALUE_ID

AND FFVT.LANGUAGE ='US'

AND FLEX_VALUE_SET_NAME ='master_Company'

AND FFVT.DESCRIPTION ='master'

);

ELSE

l_person_id:=0;

END IF;

EXCEPTION

WHEN OTHERS THEN

l_person_id :=0;

END;

DBMS_OUTPUT.PUT_LINE('person id Value :'||l_person_id);

ELSE

l_person_id :=0;

END IF;

DBMS_OUTPUT.PUT_LINE('Invoice does not exist l_person_id :'||l_person_id);

l_return_val := 'person_id:' ||TO_CHAR(l_person_id);

RETURN (l_return_val);

EXCEPTION

WHEN OTHERS THEN

l_person_id :=0;

Return (L_Return_Val);

End XX_Get_Approver;