Oracle Approvals Management (AME)
North Central OAUG February 22, 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
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Agenda
1. Overview of AME
2. AME Basics 3. Workflow and AME 4. Example
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1. Overview of AME
Builds a list of approvers for a specific transaction using business rules. Mostly functional configuration in a selfservice application. Common platform integrated with Oracle Applications.
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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
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Initial Setup Steps
Login as Administrator (APPSADMIN or SYSADMIN) Create a new user with no responsibilities
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Initial Setup Steps
User Management responsibility Users page Find user and click Update
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Initial Setup Steps
Select Assign Roles and search for Role starting with Approval
Add all roles to the user
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Initial Setup Steps
Fill out Justification for each role and save.
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Initial Setup Steps
Verify roles are assigned to the user
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Initial Setup Steps
Switch to Functional Administrator
Select Create Grant
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Initial Setup Steps
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Initial Setup Steps
AME Transaction Types All Rows
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Initial Setup Steps
Application Set = AME Calling Applications
Proceed to last page and select Finish
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Initial 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 Steps
Set AME:Installed profile for calling applications
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Initial Setup Steps
Set application-specific setups
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Approvals Management Administrator
Full access to all AME functions
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Approvals Management Business Analyst
Functional Access
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2. AME 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)
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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.
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Approval Rule
If invoice amount > $1000 USD,
condition
THEN use supervisor chain of requestor to go up two levels.
action
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Condition Type
Ordinary Evaluates dates, numbers, currencies. List-Modifier checks for a given approver.
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Action Type
Chain of Authority Uses HR supervisory or HR position hierarchies. List Modification Substitution Pre Approval Group Post Approval Group
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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.
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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.
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Action Type List Modification
Final Authority Grants signing authority to an approver. Nonfinal Authority Extends chain authority n levels past an approver (uses jobs).
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Action Type Substitution
Substitution Replaces the target approver with another.
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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.
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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.
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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.
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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.
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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.
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Conflict Resolution
A person should only approve once. If chain-of-authority and pre or post approval rule include the same person, chain-ofauthority wins. If pre and post rules include the same person, pre wins.
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3. Workflow and 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.
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Requisition Approval
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1. Example
If project type is Indirect, require requisition approval by Project Manager and then requesters immediate supervisor.
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Example - Attributes
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Example - Conditions
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Example Approver Groups
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Example - Rules
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Example - Testing
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Example - Testing
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Example - Testing
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Example - Testing
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Questions?
Jon Moll [email protected]
O2Works LLC Dallas Chicago - Denver
