Approvals Management Engine (AME) R12 Functionality & Case Study
Paresh Shah Jay Robinson
24th October 2011 NEOAUG
CompanyBackground
Boston New York Atlanta Germany India
Inoperationsince2002withconsistent yearoveryeargrowth,privatelyheld Inc500/5000listoffastestgrowingU.S. companies OfficesinUSA MA(HQ),NewYork, Atlanta,GermanyandIndia Over400employeeswithstronglocal presence CoreSpecializations:EBusinessSuite, BusinessIntelligence/Enterprise PerformanceManagement,Fusion Middleware,InfrastructureServices, EducationServices FoundedbyformerOracleConsulting Serviceemployees
Boston New York Atlanta Germany India
AppsAssociatesLLC
Agenda
WhatisAME/WhatarethevarioususesofAME NewfeaturesavailableinR12 PowerofAME:CaseStudyPORequisitionApproval/Methodology AMEImplementationSteps: AssignRoletoSetupUser GrantAccesstoTransactionTypetoSetupUser CreateAttributes CreateConditions CreateApprovalGroups CreateRules SetupProfileOptions UpdatePORequisitionsDocumentType [Link] ServiceContractApprovalwithParallelApproval [Link] [Link]
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1. 2. 3. 4.
WhatisAME?
1.
WhatisAME? OracleApprovalsManagement(AME)isaselfserviceWebapplicationthatenables youtodefinebusinessrulesgoverningtheprocessforapproving transactionsin OracleapplicationsthathaveintegratedAME.
2.
WhatarethevarioususesofAME? Approvals PORequisition,Expensereport,SalesQuote,ItemApproval,Service ContractApproval,etc.(supportsmorethan180transactiontypes) ESignatures VariousInventory/Mfgtransactions
Release12 PORequisitionAMEApprovalNewFeatures
1. ParallelApprovals:notificationsaresentouttomultiplepeople simultaneouslytospeeduptheapprovalprocess. 2. SupportforViewers:FYIapprovalnotificationsaresenttospecificusers whoseapprovalsarenotrequired. 3. PositionHierarchySupport:ApprovallistsbuiltwithinAMEare [Link] methodinAMEhassomedifferenceswhichallowsittomodelnot exactlywithPObasedApprovals 4. PurchaseOrdersarestillNOT [Link] canuseAMEforapprovalrouting.
PowerofAME SolutionDesignMethodology PurchaseRequisitionApproval.
# 2 General Expense Requisition Requestors Finance Approval if Pre-Approval Prepare is (CC Based) different Requestor Limit > PO Req. Amt NO
AG9 Approver must have authorization to approve CCN O Cost Center Approver Requestors YES Limit > PO Supervisor Req. Amt Approval
Post Approval
FN1 AG13
# 3 Cap Expense Requisition Requestors Finance Approval if Pre-Approval Prepare is (CC Based) different
AG1
YES
AG2
CFO Approval Approver must have authorization to approve CC Approver Limit > PO Req. Amt NO Find Task Managers Supervisor
Verify Requisition Type
FN2
AG13
# 4 Project Requisition (Non- Cap) Finance Pre-Approval (CC Based) Task Manager Approval (If Null Project Manager)
AG1
AG10
AG3
Requestors Approval if Prepare is different
Post Approval
PASS AME Admin Check for multiple req types / FAIL proj./ tasks
FN3
AG13
AG1
AG4
YES
AG2
FN7
# 5 Project Requisition (Cap) Requestors Approval if Prepare is different
Task Manager Approval (If Null Project Manager)
Finance Pre-Approval (CC Based)
CFO Approval
FN4
AG13
AG5
YES Requestor Limit > PO Req. Amt NO Supervisor Approval NO
AG1 AG11
Approver Limit > PO Req. Amt YES
AG3
Submit PO Requisition for Approval
FN6
# 7 Inventory Requisition (Part Based) Requestors Approval if Prepare is different
Plant Manager Approval
AG13
AG7
ConvertingBusinessApprovalFlowtoAMERule
IF
All Conditions are TRUE
AME Admin Check for multiple req types / proj./ tasks Check Req. Type Cap. Project Requestors Approval if Prepare is different
THEN
Requires Approval from
Task Manager Approval (If Null Project Manager) Finance Pre-Approval (CC Based) CFO Approval
FAIL
AG13 FN4
FN7
AG5
AG1
AG3
Reject Send approvaltoAME Admin if requisitionhas lineswithdifferent typesORmultiple projects FNX=Functionusedintheattribute AGX=ApprovalGroup
Ifsomeoneelse entersrequisition onbehalfof requestorthen requestor should firstapproveit.
TaskManageron theprojectshould approve [Link] projectisnotsetup withtheTask Managerthen approvalshouldgo toProjectManager
AMEImplementationSteps
1. 2. 3. 4. 5. 6. 7. 8. AssignAMEBusinessAnalystRoles GrantAccesstoTransactionTypes CreateAttributes CreateConditions TRANSACTION TYPE CreateApprovalGroups CreateRules RULE(S) SetupProfileOptions UpdatePOApprovalWorkflowforDocument Type ACTION(S) CONDITION(S)
ACTION TYPE(S)
ATTRIBUTE(S)
APPROVAL GROUPS
AssignAMERoletoSetupUser
1. LoginasSYSADMIN 2. NavigatetoUserManagement 3. SearchUser>Update>
GrantAccesstoTransactionTypetoSetupUser
AMErestrictsaccesstotransactiontypesusingDataSecurity. Grantusersaccesstothetransaction types [Link]: [Link]. [Link] [Link],pressontheCreateGrantbutton [Link]: Name<specifyadescriptivename> GranteeType=SpecificUser Grantee=<TheuserwhodesiresAMEaccess> Object=AMETransactionTypes [Link] DataContextType=AllRows [Link] Set=AMECallingApplications [Link].
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ApprovalsManagementBusinessAnalyst
SelectTransactionType
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CreateAttribute
FN7 Function Returns Y or N
Case Sensitive
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CreateConditions
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CreateApprovalGroups
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AMERuleBuildingBlocks
Attributes Conditions ApprovalGroups
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CreateRules
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SetupProfileOptions
SetupprofileoptionforApplication=PurchasingandProfile= AME:Installedasfollows.
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UpdateDocumentType
PurchasingSuperUser>Setups>Purchasing>DocumentTypes ChangeApprovalTransactionTypetoPURCHASE_REQ.
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BusinessCaseStudy ServiceContracts ApprovalProcesswithParallelApproval
Overview: InR11iinstanceprofileoptionOKC:ContractApprover [Link] [Link] [Link] obsoleted inR12i,insteadAMEmoduleshouldbeusedtodetermineapprovers. KeyBusinessRequirements: NonUSoperatingunits [Link] thanoneapproversforoneapprovingunit. USoperatingunit Orgforwhichservicecontractiscreatedwilldeterminetheapprover Incaseofmultipleapprovers approvalnotificationshouldbesenttoallapproversin [Link]. IfapproverisnotsetupforanyOU/Orgthennotificationshould gotodefaultapprover. FYINotificationshouldgotosupervisorofpersonwhoentersthecontract.
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ServiceContractApprovalProcessFlow
Notify Supervisor
Find out Approvers Custom Profile XYZ Service Contract Approver Non US_OU
Non US Submit Service Contract for Approval Check Operating Unit US OU
Operating Unit OP1 OP2 OP3 OP4 OP5 OP6 OP7 OP8
Approvers JohnSmith1 JohnSmith2 JohnSmith3&JohnSmith6 JohnSmith4 JohnSmith5 JohnSmith6 JohnSmith7&JohnSmith8 JohnSmith8
Send Approval Notifications to All Approvers
First Responde r Approves Reject
Approve Service Contract Approved End of Approval
Service Contract Status Inactive
Find out Inventory Org
Find Out Approvers Custom Profile XYZ Service Contract Approver US_OU
InventoryOrg XYZ LMN OPQ
Approvers JohnSmith9 JohnSmith10 JohnSmith10&JohnSmith11
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TestWorkbench
TestWorkbench displaystheattributevaluesforthetransaction,approval listsandrulesusedtogeneratetheapprovallist.
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References
1. How To Setup And Use AME For Purchase Requisition Approvals [ID 434143.1] 1. FAQ AME iProcurement In Release 12 [ID 396216.1] 2. 11.5.10 PO: Approval Management Engine - How to Create AME Rules For One Approver [ID 305295.1] 3. Master Reference For AME Based Requisition Approval In R12 [ID 1207863.1] 4. How To Add Viewers (FYI Notification Recipients) In R12 When Using AME [ID 472871.1]
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Questions
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