AME Configuration setup - Oracle EBS R12

Standard Transaction Types available in oracle EBS for payables

• OIE Expenses Report –                  APEX 
•  Payables Hold Resolution –           APHLD 
•  Payables Invoice Approval –         APINV

Components for Approval Management Engine 

      Approval management uses these components within the approval rules

• Attribute: - Define the attributes to fetch the business facts for a specific transactions e.g. Item Category, transaction total amount, Expenses type etc. 
• Conditions: - Define conditions to evaluate attributes within rules. If all the conditions in rule are true then the rule is active e.g. Item Category = IT Hardware, Total Transaction Cost = USD 10000 etc. 
• Action Type: - Enable action type to specify the action to take if a rule is active for a transaction e.g. Supervisory level – Require approvals up to the first two supervisors 
• Approver Groups: - Define Approver group to contain approver’s who are usually members of peer such as payroll and exp. Department

Approval Rules

Approval group determine the approvers or FYI (for your information) notifications recipient required for business transaction.

AME Process

Basic Installation required for AME

Install AME >> Setup AME Security >> Setup user profile 

Install AME

AME’s installation routines and administration feature determine which application can use AME. Installation and administration are typically jobs for a technical specialist

Setup AME Security

Attach the predefined roles to a user or a group of user. AME uses role based function to provide user access to AME functions.

Setup user access as follows

• Login as Administrator 
• Select the user management responsibility 
• Select the user page 
• Search for user to whom you wish to grant AME roles 
• Click on update button. In the user update page we can see the user details along with roles assigned to that user 
• Click on Assign role and assign the following roles – Each of the five predefined roles has a specific set of functional grants

6.1   Approvals Management Administrator

6.2   Approvals Management Analysts

6.3   Approvals Management System Viewer

6.4   Approvals Management System Administrator

                  6.5   Approvals Management Process Owner 

•  Select the roles from the resulting list and click apply button

Once we assign the any of the five roles to user, we indirectly assigning AME responsibilities to user. Grant access to user. As AME restricts the access to Transaction Type using data security. We can assign grant user access to the transaction type using grants page. Setup user access as follows

1. Login as Administrator
2. Select the Functional Administrator responsibility 
3. Select the Grants TAB 
4. Click on Create Grant Tab 
5. Select the specific user as grantee type 
6.  Select the user as grantee key

·         Select AME Transaction Type as objects

1.       All rows – This grants access to all the transaction types to user

2.       Instance – This grant access to specific transaction type specified by following parameters “ FND_APPLICATION_ID = Application id

TRANSACTION_TYPE_ID = Unique transaction type of the AME transaction type with in the application

3.       Instance Set – This grant access to multiple transaction type specified by following parameters

Use predefined instance set AME Transaction Type instance set. Next page select FND_APPLICATION_ID as parameter1 and TRANSACTION_TYPE_ID as parameter2.

·         Next page select AME Calling Application as the permission set

·         Review and Finish 

Setup Profile option

AME: Installed

Set up Approval process

Ø  Plan your approval process

Ø  Identify business cases

Ø  Identify the components of the approval process

Ø   Plan a test case for business

Implement the Approval Process

             Ø  Implement Transaction Type      

             Ø  Configure Transaction Type           

             Ø  Create Item class usage

             Ø  Create Attributes

             Ø  Create Conditions

             Ø  Create Approval Groups

             Ø  Identify action type

             Ø  Define Approval Rules

             Ø  Test approval rules

Additional Tasks

• Create Custom transactions type 
•  Configure oracle application to use AME