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TRANSCRIPT
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IntroductionIntroduction
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
Jon Moll
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AgendaAgenda
1. Overview of AME
2. AME Basics
3. Workflow and AME
4. Example
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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.
1. Overview of AME
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AME VersionsAME 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
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Initial Setup StepsInitial Setup Steps
Login as Administrator (APPSADMIN orSYSADMIN)
Create a new user with no responsibilities
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Initial Setup StepsInitial Setup Steps
User Management responsibility Users page
Find user and click Update
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Initial Setup StepsInitial Setup Steps
Select Assign Roles and search for Rolestarting with Approval
Add all roles to the user
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Initial Setup StepsInitial Setup Steps
Fill out Justification for each role and save.
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Initial Setup StepsInitial Setup Steps
Verify roles are assigned to the user
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Initial Setup StepsInitial Setup Steps
Switch to Functional Administrator
Select Create Grant
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Initial Setup StepsInitial Setup Steps
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Initial Setup StepsInitial Setup Steps
AME Transaction Types All Rows
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Initial Setup StepsInitial Setup Steps
Application Set = AME Calling Applications
Proceed to last page and select Finish
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Initial Setup StepsInitial Setup Steps
If upgrading to AME.B, run Approvals
Management Post Upgrade concurrent
process under System Administrator
responsibility.
Migrates existing AME users.
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Initial Setup StepsInitial Setup Steps
Set AME:Installed profile for calling
applications
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Initial Setup StepsInitial Setup Steps
Set application-specific setups
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Approvals Management AdministratorApprovals Management Administrator
Full access to all AME functions
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Approvals Management Business AnalystApprovals Management Business AnalystFunctional Access
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Transaction Type A distinct set of approval rulesapplied 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)
2. AME Basics
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Business rule that determines the approvalprocess used by a transaction. Constructed
with conditions and actions.
If invoice amount > $1000 USD (condition), THEN
use supervisor chain of requestor (action) to go uptwo levels.
Approval RuleApproval Rule
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If
invoice amount > $1000 USD,
THEN
use supervisor chain of requestor to go up two levels.
Approval RuleApproval Rule
condition
action
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Ordinary Evaluates dates, numbers,currencies.
List-Modifier checks for a given approver.
Condition TypeCondition Type
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Chain of Authority Uses HR supervisory orHR position hierarchies.
List Modification
Substitution Pre Approval Group
Post Approval Group
Action TypeAction Type
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HR Supervisory Requires population of attribute
TOP_SUPERVISORY_PERSON_ID.
Absolute-Job-Level - Starts with
TRANSACTION_REQUESTOR_PERSON_IDand 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_POINTPERSON_ID , SECOND_STARTING_POINT_PERSON_ID
Supervisory-Level Climbs n levels, disregarding
jobs.
Action Type Chain of AuthorityAction Type Chain of Authority
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HR
Position Uses primary position structureof the BG, or NON_DEFAULT_POSITION_STRUCTURE_ID.
HR Position Ends with specified position.
HR
Position Level Climbs n positions.
Action Type Chain of AuthorityAction Type Chain of Authority
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Final Authority Grants signing authority toan approver.
Nonfinal Authority Extends chain authority
n levels past an approver (uses jobs).
Action Type List ModificationAction Type List Modification
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Substitution Replaces the target approverwith another.
Action Type SubstitutionAction Type Substitution
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Pre List Inserts an approval group before theauthority list.
Post List Inserts an approval group after the
authority list.
Action Type Pre and PostAction Type Pre and Post
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Set of one or more approvers typically usedoutside 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.
Approver GroupApprover Group
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Static Chosen while creating or editing thegroup.
Dynamic Chosen by SQL query entered
during creation of group. Query results
either:
person_id: or user_id:
wf_roles
Can return multiple values.
Approver Group Membership ListApprover Group Membership List
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Serial Members are notified one after the otheraccording to their member order (ties brokenarbitrarily). All members must approve.
Consensus Members notified in parallel. All
must approve. First-Responder-Wins - Members notified inparallel. First responder = groups decision.
Order-Number Members notified according to
order, ties notified in parallel. All must respond.
Approver Group Voting RegimesApprover Group Voting Regimes
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List-Creation
If invoice amount > $1000 USD (condition), THEN require
approval one job levels above requestor.
List-Creation Exception
Ifinvoice amount > $500 USD and pay group = Employee,
THEN require approval two job levels above requestor.
List-Modification
Ifany approver = Sam Clark, THEN grant final authority.
Pre and Post Ifexpenditure category = Computers, THEN require
approval from IS department.
Approval RulesApproval Rules
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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.
Conflict ResolutionConflict Resolution
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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.
3. Workflow and AME
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Requisition ApprovalRequisition Approval
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If project type is Indirect, require requisition
approval by Project Manager and then
requesters immediate supervisor.
1. Example
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Example - ConditionsExample - Conditions
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Example Approver GroupsExample Approver Groups
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Example - RulesExample - Rules
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Example - TestingExample - Testing
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Example - TestingExample - Testing
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Example - TestingExample - Testing
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Example - TestingExample - Testing
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Questions?Questions?
Jon Moll
O2Works LLC
Dallas Chicago - Denver