Approvals Management Engine

Overview of Oracle Approvals Management

Oracle Approvals Management (AME) is a self-service Web
application that enables you to define business rules governing the process for approving transactions in Oracle applications that have integrated AME.

Advantages of using Oracle Approvals Management

Oracle Approvals Management enables you as a business user to
specify the approval rules for an application without having to write code or customize the application. Once you define the rules for an application, that application communicates directly with AME to manage the approvals for the application's transactions.

How does AME fit in?

AME builds approval lists. AME uses the logic you setup to control the building of the approval list. AME does not send notifications or handle any of the other required glue in an approval process. Typically AME is just a processes/functions on an existing approval process defined in Workflow.

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Definition of the AME Process

1. 2. 3. 4. 5.

Define Attributes Define Conditions Define Action Types Define Approval Groups Define Rules All of this takes place on the AME Business Analyst Dashboard

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

AME Attributes

Attributes are business variables with a single value for a particular transaction. Examples of attributes are: transaction's total amount percentage of discount an item's category a person's

01/24/06 NorCal OAUG Training Day, Paper 3.9

John Peters, JRPJR, Inc.

Conditions
A condition is a statement that is either true or false, for a given transaction. For the rule to apply to a transaction, all of its conditions must be true for the transaction. The following graphic illustrates the conditions in rules and indicates the types of conditions:

Action Types
An action is an instruction to AME to modify a transaction's approval process in the manner you specify . Common Predefined Action Rule Types are: Chain of authority action types

List Modification action types

Post List Approval Group Pre List Approval Group The following graphic illustrates an action in the approval rule:

Approval Groups
An approver group is a collection of approvers that you define An approver group can either be an ordered set of one or more approvers (persons and/or user accounts) or it can be a list, which is dynamically generated at rule evaluation time

RULES
Rule associate one or more conditions with an approval in an if-then statement. Before you can create rules, you must create conditions for the rules to use. You may need to create some attributes and/or approvals. You may also need to create some approver groups. Thus, while creating rules is your ultimate goal, it is also the last thing you do when you set up AME.