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Overview of AME
22-February-2011

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Introduction

Oracle Approval Management Engine (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.
AME configuration may vary in its use for various applications and
transaction types.

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Basics

Transaction Types
An application that uses AME to govern its transactions' approval
processes is termed an integrating application. An integrating application
may divide its transactions into several categories where each category
requires a distinct set of approval rules. Each set of rules is called a
transaction type. Transaction types can share approval rules (thereby
implementing a uniform approval policy across multiple transaction types).
For example, Oracle Payables is the integrating application and two of its
transaction types support approvals management:
-Payables invoices (including credit memos and debit memos)
-Invoice holds resolution

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Basics

AME allows you to define approval rules for defined transaction types. It uses
the following objects:
Approval Rule
An approval rule is a business rule that helps determine a transaction's
approval process. Rules are constructed from conditions and actions and
reference approval groups.
For example an approval rule can be as follows:
If the invoice amount is more than AUD 1000, not PO matched, charged to a
project; then get approval from the project manager.
The approval rule's if part consists of zero or more conditions, and its then
part consists of one or more actions.

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Basics

Attributes
Attributes are business variables with a single value for each transaction.
The attributes in our example are:
the transactions amount;
the transactions matching to a PO; and
the transactions chargeability to a project

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Conditions
A condition consists of a business variable (in AME, an attribute) and a set
of attribute values, any one of which makes the condition true.
In the approval rule example, there are three conditions:
(1)the transaction's (invoice) amount is more than AUD 1,000; and
(2)the transaction is not PO matched; and
(3)the transaction is charged to a project.

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Basics

Action Types
An action tells AME to modify a transaction's approval process in some
fashion.
The action in our example is:
Get approval from the project manager of the project charged on the
invoice.

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Basics

Approver Groups
Defining approver groups is optional as the approvers for a transactions may
form part of a Chain of Authority or be part of an Approval Group.
An approver group is a collection of approvers that you define. For example:
Project Manager, Program Manager, Line of Business Manager, CEO.
A chain of authority ascends a hierarchy of approvers that are normally
defined in applications other than AME, for example HRMS (supervisor
position hierarchies, job hierarchies etc).
An approval list may be built dynamically from a transaction or can be defined
as a static value

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Basics

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Basics

Some applications / transaction types where AME is commonly used:


Payables / iExpenses
Invoice Approval
Payables Holds Resolution
OIE Expense Reports
Receivables
Credit Memo Request Approval
Purchasing / iProcurement
Purchase / Internal Requisition Approval
eAM
Work Order Release Approval

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Setup Oracle Payables

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Setup Oracle Projects

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Setup Transaction Types

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Setup Attributes

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Setup Attributes

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Setup Attributes

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Setup Conditions

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Setup Conditions

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Setup Conditions

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Setup Approver Groups

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Setup Action Types

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Setup Approval Rules

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Setup Approval Rules

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Setup Approval Rules

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Setup Approval Rules

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Enter and Validate Payables Invoice

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Initiate Approval

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Test Workbench
The Transaction Id is the invoice_id in this case

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Verify approver list (Test Workbench)

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Verify approver list (Invoice Workbench)

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Thank You

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