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AME

An Overview in Apps

Ravikumar Singh

Suyog Manwatkar

Deloitte Consulting LLP

09 Oct,2013

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Agenda or contents slide

What is AME?

Advantages of AME

How to get AME access

Definition Process of AME Components 1)Rules2)Conditions

3)Action Types

4)Approval Group

5)Transaction Types

Examples in Purchasing and HR

Questions and Answers?

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A way for Oracle to manage Approvals for its applications

AME has self service business analyst dashboard to perform maintenance.

Uses Business specific rule to manage the approval required for a specific type

of transactions

What is AME ?

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Enables business analysts to specify the business rules in the form of

"Approval Rules" for an application without having to write code or customize

the application.

Provides a framework to define business rules for an application so that the

application can communicate directly with AME to manage the approvals of a

transaction.

Rules can be defined either specific to one application or shared between

different applications.

Provides parallel approval process, thus shortening transaction processing

time.

Supports the approval hierarchies such as:

o Job

o Supervisor Hierarchy

o Position

o By list of individuals created during approval rule setup or generated dynamically

when the rule is invoked

Advantages of AME

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Modules that currently utilize AME

Applications Module Transaction Types

Advanced Benefits 2Bills of Material 4

Cash Management 1

E-Records 13

Engineering 9

Enterprise Performance Foundation 1

Human Resources 2

Internal Controls Manager 3

Inventory 11

Labor Distribution 1Learning Management 1

Lease Management 8

Partner Management 4

Payables 2

Process Manufacturing Inventory 13

Process Manufacturing Logistics 2

Process Manufacturing Process Execution 14

Process Manufacturing Product Development 44

Public Sector HR 1

Purchasing 8

Quality 23

Quoting 1

Receivables 4

Sourcing 1

Trade Management 2

Work in Process 3

iAssets 2

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Assign responsibilities/roles to your system administrators

Setup AME System Wide Configuration

Setup module specific Profile Options

Assign responsibilities/roles to your functional users who will be setting up

AME

Setup AME functionality for module

Steps 1-4 are only covered briefly here and are quite involved, we are

going to instead concentrate on step 5

Sys admin steps to enable AME

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Assign Resp/roles to Sys. Admins

AME uses the new User Management functionality

You must assign the responsibility User Management to the people who

will assign AME responsibilities to others

Have to do this assignment as the SYSADMIN Ora Apps user

The role to be assigned is Security Administrator

Using the responsibility Approvals Management Administrator theSysAdmins can assign setup the AME Configuration Parameters.

For the most part these parameters can remain with their default values.

The SysAdmins must assign AME functional roles to the requiredOraApps user accounts using the User Management

The responsibility Approvals Management Business Analyst isassigned along with the required roles, viewable in the IndirectResponsibilities tab of the Define Users form.

'AME: Installed' at the Application Levels

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AME Approvers must be setup as FND_USERs

AME Approvers must be setup as Employees

AME Approvers

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1. Define Attributes

2. Define Conditions3. Define Action Types

4. Define Approval Groups

5. Define Rules

6. Test Process

All of this takes place on the AME Business Analyst Dashboard

Definition of the AME Process

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Structure of Rule in AME

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AME Attributes

AME Attributes are the variables which are evaluated by your AMEProcess as it runs

AME Attributes can be Header or Line Item

Dynamic Attributes are filled in at run time by an SQL query

AME Attribute values are all stored internally as string values limited toa length of 100 characters

Most customization activity is around Attributes

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Attributes

Attributes are the base element for an AME Rule. Attribute values are retrieved

from the Oracle E-Business Suite Applications database or derived from

values in the database. AME is seeded with attributes relevant to the

transaction type, and the user can create new attributes in AME for use in AME

rules.

Select the Attributes link to view or add attributes for the selected transaction

type

Use the Previous and Next links to scroll through the existing attributes. Some

of the attributes include ITEM_CATEGORY, ITEM_NUMBER as well as other

attributes. When AME approvals is enabled, these values get populated for the

purchasing document, and AME uses this information to determine the

appropriate AME rule(s) to use.

In addition to the seeded attributes, a customized attribute can be created.

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Boolean

True or False

Currency

(amount,denomination,conversion method)

Date

YYYY:MON:DD:HH24:MI:SS

Number

Integer or decimal(using users character set decimal point)

String

Up to 100 characters in length

AME Attributes Data Types

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Dynamic attributes can be populated by an SQL expression.Selectto_char(sysdate, ame_util.versionDateFormatModel) from dual;

All Attributes are stored internally as strings.

Must return one row.

The :transactionid is passed as a bind variable to the query. This is thekey for the AME processes execution.

Limitation on SQL of 2000 characters.

It is often advantageous to call a PL/SQL function rather than embed

an SQL script in the attribute definition.

This has the added benefit of preventing functional users who can

setup AME from modifying the underlying SQL.

Drawback is that Currency values require three PL/SQL function calls

Dynamic Attributes

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There are two types of conditions:

Regular Conditions (Ordinary)Simple logic statements

Technical Review Required = Y

Discount is greater than -12 and less than or equal to -7.23

List ModifierConditions

Any approver is Adams, John

Conditions

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Action Types are groups of similar actions that build your approval list for

you.

Common Predefined Action Rule Types are:

Chain of authority action types

List Modification action types

Post List Approval Group

Pre List Approval Group

Action Types

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Job Level

absolute job level chains of authority based on absolute job level

relative job level

chains of authority based on relative job level

final approver only

chains of authority containing only the final job-level approver

Position

hr position

chains of authority based on a particular HR position

hr position level

chains of authority based on HR positions

Hierarchy

manager then final approver

chain of authority includes requestor's manager and then the final approver

supervisory level

chains of authority based on number of supervisory levels

Some of the Chain of Authority Action Types

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Actions:

Require approvals up to at most level 2Require approvals up to at most level 3

or

Require approvals up to at least level 2

Require approvals up to at least level 3

Whats the difference:

Chain of approvers have levels 1,2,3,5 (4 is missing)

Requires Level 4 approval

At most => 1,2,3

At least => 1,2,3,5

Absolute Job Level

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final authority

grant final authority to an approver

nonfinal authority

extend the chain of authority past an approver

List Modification Action Types

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These actions add a list of approvers either before or after the approval isbuilt.

Approvals in group can be serial or parallel.

Pre or Post List Approval roups

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Either static or dynamic lists of approvers

Approvals can be:

Serial Voting (one after another, all for approval)

Consensus Voting (majority wins)

First-Responder-Wins Voting (parallel voting)

Order-Number Voting

(one after another, all for approval)

(allows for parallel voting)

Approval Groups

Documents

AME.pptx