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AME Rules Using Dynamic Approver Groups
Barbara ArmstrongPradip Baniya
Schnitzer Steel Industries, Inc.
NWOUG - Aug 2010 2
Agenda
What is AME? Initial design of AME at SSI Why change the process? New AME design Maintenance process Comparison Conclusion Q & A
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What is AME? Oracle application product that lets
you define approval rules that defines the approval process of the transactions in Oracle Applications.
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Key Terms Attributes
Business variables with single value for each transaction. Invoice_Amount, Organization_ID, etc.
Conditions Statement that evaluates to True/False
for each transaction and rule is applied to the transaction if all the conditions are True. Invoice_Amount >= 50000.
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Key Terms cont’d Action and Action type – It modifies the
transaction’s approval process. Action Type – Supervisory Action – Require approval from first three
supervisors Approver Group – Ordered set or list of
persons who will approve the transaction. CEO Group
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Anatomy of AME Rule
Approval Rule
IFinvoice_amount >50000
AND
organization_id = 101
THEN
Rule
Attribute
Condition
Supervisory Level – Requires approval from first 3 supervisors
Post Approval – Requires approval from CEO Approval group
Action Type
Action
Approver Group
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SSI Initial AME Design
Based on attributes
Operating Units
4
Preparer/Requestor
same?
2
AFE?
2
Gated Role
2
Supervisory Levels
10= 400+ Rules
Attributes used for Rule
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How many rules?
Design led to 150+ rules for AP Invoice Approval 400+ rules for Purchase Requisition
and 400+ rules for Requestor Change
Order And growing…
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Drawbacks
Difficult to manage. Very hard to understand the rules. Hard to troubleshoot when we
have issues. Creation, update, test and
configuration of the rules - time consuming process.
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Led to re-design
To streamline and simplify the AME rules.
Based on standard AME provided functionality, supported by Oracle.
Use of dynamic approver groups. Requires minor customization – for
maintenance of the approver groups.
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How it works?
Transaction
AttributesOU
Preparer/Requestor
AFEGated RoleSupervisory
LevelsTransaction
Amount
Approver Groups
CFO GroupController
GroupOperations
GroupSupervisory
LevelAFE GroupRequestor
Group
Dynamic SQL PL/SQL Package
AME Approver List
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Approver Group
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PL/SQL Package
Features Gets the required attribute values Based on compliance rule, gets
correct approver(s). Returns null or one or more approvers
per approval group to AME engine. select column_value from – to handle
multiple approvers.
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How is the Rule?
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Rules cont’d
Supervisory rules Based on approval level 1..10 Create 10 rules.
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Approver Maintenance
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How much improvement?
Number of Rules
Initial Design New Design
AP Invoice 150+ 10
PO Requisition
400+ 10
Requestor Change Order
400+ 10
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Time Savings - Benchmark
Previous Process New Process
IT Bus. IT Bus.
Design 20 5 2 5Test 50 10 2 10Configure
10 0 1 2
Total 80 15 5 17
(In Hours)
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Conclusion Unmanageable set of rules, and
growing. Aim to streamline the rules creation and
update process. Use of the standard functionality with
small customization led to fewer rules. Offer business capability to manage the
changes in efficient and timely fashion.