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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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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
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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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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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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.
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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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 - 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 jon@o2works.com