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Presentation Objectives
Business Case Feature Description AME Components
Define Rule in AME Terminology
Business Case
Situation prior to AME implementation
Core purchasing approval structures within Oracle Purchasing based on: Job Department Approval amount limits Approval hierarchies maintained across 14 operating units. Linear Employee/Supervisor approval hierarchy Dummy job roles to facilitate budget review
Business Case
Major pain points
Maintenance issues No possibility for creating global structure Approval hierarchies had to be maintained across 14 operating units Exceptions to Employee-Supervisor hierarchy were not handled easily Approval cycle process issues Inefficient budget review process rejections require start from scratch
Project objectives
Determine an approval structure to be maintained on a global basis
Return
Manual data entry reduced by 95%
Feature Description
What is AME?
Oracle Approvals Management (AME) is a self-service Web application that enables users to define business rules governing the process for approving transactions in Oracle Applications (where AME has been integrated). AME is tightly integrated with Oracle Workflow
Terminology
Pre approval group = A group comprising of finance analysts responsible for budgetary approval (selected based on amount, department)
Rule #2
Enter Requisition
Rule #3
Enter Requisition Up to $10K
Rule #4
Enter Requisition Up to 25K
Rule #5
Enter Requisition Up to$50K
Up to $5K
Financial Analyst *
Financial Analyst *
Financial Analyst *
Defined in AME
Line Mgr Approval Mid Mgr Approval Sr Mgr Approval Director Approval Dept VP *
Job Lvl 3
O r
Job Lvl 4
a c
Job Lvl 5
l e
Sr Mgr Approval
Sr Mgr Approval
Job Lvl 6
H R
Director Approval
Job Lvl 7
M S
Chain of Authority
Sr. Officer
Job Lvl 8
Corporate Controller
Corporate Controller
Defined in AME
CFO
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Implementation Steps
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Benefits
AME helps you maintain your business logic associated with approval transactions globally from single window Lets you cut down approval related workflow customizations, hence reducing the cost of ownership Helps you leverage common expenditure policies across modules, thus consolidating your approval policy requirements Any transaction is assured to be approved under the latest conditions, regardless of organizational changes, currency fluctuations or transaction data Built-in testing utility to check the correctness of setup performed for both real-time and test transactions, hence reduces the need for elaborate testing cycles Intangible benefits derived from solution design
Reduced requisition approval turnaround times, thereby increasing the efficiency of our procure-to-pay process Increased visibility of spending traits upfront to management chain
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Lessons Learnt
A well defined purchasing expenditure matrix helps to establish a solid foundation for creating approval rules in AME Gaps within employee-supervisor hierarchy with respect to job levels can extensively affect desired functionality It is always a safe practice to close down all in-process requisitions before going live with AME implementation Analyze the impact of your implementation with other applications already using AME and also with other applications using employee-supervisor hierarchy for approvals Identify your exception handling strategy upfront in case of any errors encountered during calculation of approvers by AME
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Q & As
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End
- Thank You -