Approval Management Engine

By:- Nirav Shah1Evolutionary SystemsApproval Management Engine

Approval Management Engine(AME) is used for configuring the approvals(approval rules) for various transactions in Oracle applications.

Approvals can be configured for any business transaction taking place in Oracle Apps.

3Evolutionary SystemsAME : Process

This diagram illustrates the process of transactions and approvals in Oracle Apps.4Evolutionary SystemsAME : Components

AME is comprised of various components:

Attributes : These are similar to variables, that stores data temporarily. Conditions : A check that is performed upon attributes based on their values.Action : What action you want to perform once the condition is met.Actions Types : Groups similar types of actions together. Indicate HOW approvers are generated.Rule : Business rule that helps determine a transactions approval process. Rules are constructed from Conditions(consists of Attributes) and Actions.Example : IF (Condition 1 is true, Condition 2 is true, ) THEN (Action 1, Action 2, )

5Evolutionary SystemsAME : Rule Structure

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AME : Configuration

Responsibility for configuring AMEClick for Setup

7Evolutionary SystemsAME : Configuration

This window shows all the existing attributes, Seeded as well as Custom.

You can either use the existing attributes(if they fulfill your requirement) or create your own attributes.8Evolutionary SystemsAME : Attributes

Attributes are variables used to hold business facts of interest for the transaction in progress. Most attributes are dynamic, meaning they will be evaluated at run time, thus, they can change for each transaction. Oracle provides over 50 seeded attributes for which can be used directly or as the basis of creating the users own. Here are a few of them.

9Evolutionary SystemsAME : Creating Attributes

This form helps you define custom attributes.

These attributes can be of different Data Types.

These can be either Static or Dynamic.Indicates that the attribute is StaticValue for a static attribute.10Evolutionary SystemsAME : Creating Attributes

SQL query for a dynamic attribute.

This is how a value will come to the attribute at run time.

11Evolutionary SystemsAME : Conditions

Conditions are categorized in to two categories : Regular and List Modifiers

Regular conditions are normal conditions like requisition total Approval Group -> Create Button Approval Group39Evolutionary Systems

Create XX_GRP1 Static Approval Group

Approval Group40Evolutionary Systems

Add Person Larson,Jan Under Group Members TabApproval Group

Create XX_GRP2 Static Approval Group

Approval Group42Evolutionary Systems

Add Person Swiss,Roger Under Group Members TabApproval Group

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Create RuleNow We have created Attribute ,condition ,Action Type and approval Group. We have created two condition fro our requirement.So we would create two Rules.Let Go To Rule Tab Click on Create Button

44Evolutionary SystemsCreate Rule

Create First rule Requisition Total greater then 10000.Rule name is XX_FIRST_APPROVAL.Then Click on next.

45Evolutionary SystemsCreate Rule

Add Condition for Requisition Total greater then10000.and click on continue

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Create Rule

Condition Created. Click on Next Button 47Evolutionary SystemsCreate Rule

In Action Type approval Group Of Authority and select XX_GRP1 thenClick next. 48Evolutionary Systems

Create Rule

Rule Crated and Click on Finish button.49Evolutionary Systems

Create RuleFirst Rule is created for Requisition total greater the 10000.Now We would create second for requisition total less then or equal to 10000 .Go To Rule Tab, Click on Create Button.Rule name is XX_SECOND_APPROVAL .and then click on next button.

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Create RuleClick on Add Condition. Select condition Requisition total less the or equal to 10000.and then click on continue.

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Create RuleCondition Created and the click on next button.

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Create RuleRule Crated and Click on Finish button. and both rule are created .Now we would create one requisition for Testing.

53Evolutionary SystemsThank you