OTC-W-827 Lease Amendment Workflow Configuration

Steps
AME Setups________________________________________________________________________1
Assign pre-defined roles to user__________________________________________________2
Grant Transaction Type access to the user using Functional Administrator._________3
AME Transaction Types (Functional Setups)______________________________________5
Profiles____________________________________________________________________________11
AME Profiles_____________________________________________________________________11
OKL Profiles_____________________________________________________________________11
Flexfields__________________________________________________________________________11
People Group Flexfield___________________________________________________________11
Job Flexfield_____________________________________________________________________12
EMPLOYEES_______________________________________________________________________12

AME Setups
(DBA Specific Setups)
AME uses roles and responsibilities to define access levels and security at
2 levels:
Data Security:
Function Security
Data Security enables to define access to Transaction Types for a
limited role
Function Security enables to define access to AME functions (modules)
for a business analyst and administrator
Users accessing AME dashboard must have access to one of AME
responsibilities:
Srl
#

User Type

Responsibility

Usage

Business User
(Non-technical)

Approvals
Management
Business Analyst

Enables access to areas of the user interface that

do not require expertise in SQL or PL/SQL
programming, or technical knowledge of Oracle
Applications

Administrative
User(Technical)

Approvals
Management
Administrator

Full access to AME's user interface

Must grant at least one user administrative
privileges in AME, to perform technical tasks such
as setting AME's configuration variables

Getting access to AME setup and starting the configuration is a 2 step

process:
1) Assign pre-defined roles to user
2) Grant data access to user

Assign pre-defined roles to user

Using System Administrator login (User ID = SYSADMIN) get to user
Management dashboard page. Assign the following roles to the
application user responsible for setting up AME:
#

Role

Usage

Approvals Management Business

Analyst

Business dashboard View access, attributes,

conditions, groups, test, rules access with create,
update, delete permissions.
Access to Setup Report page and Configuration
Variables page with permission to change transaction
specific configuration values.
Can create, update, delete Actions; create, update,
delete Action Type Configuration Values but cannot
create, update, delete Action Types

Approvals Management
Administrator

Access rights of Business Analyst and System

administrator.
Create, update, and delete Action Types.
Modify default Configuration Values

Login in as Sysadmin and select the user (Eg : NEX4NCK). Select Update
(pencil Icon) as given below.

The following Screen shows up. Click the Search LOV

Select Specific Role in the above search Block as given below

This will enable the following results

Create Grants
Grant Transaction Type access to the user using Functional Administrator.

Choose Create Grant and enter the grant details as given below and
select Next button

Select Next Button as given below

Set data security Set to AME Calling Applications and clicl Next Button
as given below.

Now Add the user with the responsibility Approvals Management

Business Analyst.

AME Transaction Types (Functional Setups)

Navigate to Approvals Manager Administrator responsibility and filter

transaction by entering transaction type : OKL LA Contract Booking Approval.
Select Go

Choose next button as given below

Change Attribute AT_LEAST_ONE_RULE_MUST_APPLY to TRUE from FALSE as

given below and select NEXT button.

Choose finish button

Navigate to Approvals Management Business Analyst Responsibility. Choose

Transaction type as OKL LA Contract Booking Approval and choose Approver
Group link as given below.

Choose Create Tab to create a new Group as given below

Set the following and choose Apply button

Name

Descripti
on

XXPB

This is
the
Approver
group
where
we get
the
requesto
r
supervis
or

OLFM
AME
Approver

Order
Numb
er
1

Voting
Metho
d
Serial

Usage
Type

Query

Dyna
mic

select 'person_id:'||
xxpb_lease_rebook_apprl_pkg.get_approver_fnc(:transactionId)
from dual

Choose Action Type Tab as given below

Choose the Use Existing Action Type as given Below

Choose create button as given below

Enter the following details

Name

Handler

Rule Type

Descriptio
n

Allow
Approver
Type

approval-

ame_ag_chain_handler

Chain Of

Chain of

All

group chain

authority

Dynamic
Action
Descriptio
n

Query

of authority

Authority

includes an
approval
group

(NEED to fill this looking at a new Instance)

Get back to Approval Management Business Analyst Business Analyst

Dashboard. As given below. Choose Transaction Type as OKL LP Product
Approval Process, followed by Attributes link

Attributes Page comes up. Please note the attributes to be changed.

Changes to be done for the following Attributes

ALLOW_REQUESTOR_APPROVAL
AT_LEASET_ONE_RULE_MUST_APPLY
INCLUDE_ALL_JOB_LEVEL_APPROVERS

Changes to Attribute ALLOW_REQUESTOR_APPROVAL

Name

Item
Clas
s

Description

Data
Type

ALLOW_REQUESTOR

Head

_APPROVAL

er

Whether to allow
requestors to approve
their own transactions
(when the rules do so)

Boolea
n

Approve
r
Type
None

Valu
e
Set

Usag
e
Type
Stati
c

Value

Usag
e
Type
Stati
c

Value

Usag
e
Type

Value

False

Changes to attribute AT_LEAST_ONE_RULE_MUST_APPLY

Name

Item
Clas
s

Description

Data
Type

AT_LEAST_ONE_RUL

Head

E_MUST_APPLY

er

Whether to require that at

least one rule apply to
each transaction

Boolea
n

Approve
r
Type
None

Valu
e
Set

False

Changes to Attribute INCLUDE_ALL_JOB_LEVEL_APPROVERS

Name

Item
Clas
s

Description

Data
Type

Approve
r
Type

Valu
e
Set

INCLUDE_ALL_JOB_
LEVEL_APPROVER
S

Head
er

Whether to include all

approvers at a given job
level

Boolea
n

None

Stati
c

True

Profiles
AME Profiles
AME Installed : Yes for Application Lease and Finance Management

OKL Profiles
OKL: Lease Contract Approval Process profile to be set at site to Approvals
Management
OKL: Lease Contract Approver Profile to be set at Site level to Yes

Flexfields

People Group Flexfield

Freeze Flexfield definition for People Group Flexfield and Check Dynamic
Insertion allowed..
This is done to allow Assignment of Employee to Supervisor.
This Flexfield will not have any segments under it.

Job Flexfield
Enable Jobs Flex Field

EMPLOYEES
Get list of Employees and Supervisor Assignment.