AME FUNCTIONAL

AME Set Up

This blog is to provide the steps to Provide AME admin User rights to an USER and to setup an Approval management Engine in Oracle Applications. This mainly deals with the defining of business processes for governing the approval transactions in Oracle Applications. This Document involves Steps to grant AME privileges to a user and to set up AME to transform business cases of an organization into approval routing rules for a particular transaction in oracle Applications.

AME (Approval Management Engine) is a self service Application which defines business process that governs Approval process. AME transforms unique business cases into approval routing rules for a particular transaction in oracle Applications. AME enables user to define business rules in order to govern the approval management in Oracle Application where AME is integrated. AME is also tightly integrated with Workflows

In order to set up an AME user should have some privileges and rights to access AME.

Steps to Provide AME admin rights to a USER:-

1)    Log in to Oracle Applications as SYSADMIN user.

 

1)    Select “User Management” Responsibility – “Roles & Role Inheritance” Function from the Menu

Creating Data Grants to assign to Approvals Management Roles

2)    Select “All Roles and Groups” in Type and type “Approvals%” in Name and click the “Go” button (you can leave the Code and Application fields blank)

3)    Click the “Update” pencil icon for the first row returned

    Role = Approvals Management Administrator

    Code = FND_RESP|PER|AME_ADMIN_USER_RESP|STANDARD

4)    Click the “Create Grant” button

5)    Click the “Save and proceed” button if prompted

6)    Fill out the Define Grant form as follows:

      Name - “Approvals Management Administrator Grant”

      Description – “Data Grant to Approvals Management Administrator Responsibility”

      Responsibility – “Approvals Management Administrator”

      Object – “AME Transaction Types”

7)    Click the “Next” button

Ensure Data Context Type = “All Rows” and click the “Next” button

8)    Enter “AME Calling Applications” in the Set field, or select it from the LOV returned by the flashlight icon.  Click the “Next” button.

9)    Review the Grant definition and click the “Finish” button.

Click the “OK” button

Click the “Apply” button

10) Repeat Steps 3 through 11, with the following differences:

Step 3 – Update the second row returned from search where:

            Role = Approvals Management Business Analyst

            Code = FND_RESP|PER|AME_BUS_USER_RESP|STANDARD

Step 6 -Name - “Approvals Management Business Analyst Grant”

           Description – “Data Grant to Approvals Management Business Analyst Responsibility”

           Responsibility – “Approvals Management Business Analyst”

           Object – “AME Transaction Types” (same Object)

11) Assigning Roles to Users

          User Management -> Users link

          Enter User Name in the “User Name” field and click “Go” button

12) Verify correct User is returned from Search, and click the “Update” pencil icon for that user

13) Click the “Assign Roles” button

14)  Enter “Approval%” as search criteria for Roles and click “Go” button. Approvals Management Roles will be returned All Roles have been assigned to this user for implementation purposes in this example, even though not all roles are required. 

15)  Enter a “Justification” (required) and review / update “Active From” date for each Role that was assigned, and click the “Apply” button.

Repeat steps 12 through 16 for each User to be assigned access to Approvals Management.

    Steps to set up an AME

The different components of AME are as follows:

–         Transaction Types: Describes the type of transaction for which business cases (rules) and approval routings will be based. Transaction types can be:

•          Seeded Transaction Types-Transaction types for common transactions that occur in Oracle Applications Modules. For ex: Payables Invoice Approval, Internal Requisition Approval etc.

•          Custom Transaction Types-New transaction types created in order to integrate custom applications with AME

–         Attributes: Business variables that represent the value of a data element of a given transaction

–         Conditions: Used to evaluate the value of attributes in a particular transaction

–         Actions: Describe the nature of what should be done in AME if a particular condition and rule is satisfied by a transaction.

–         Action Types: Action types are groupings of actions that have a similar functionality

–         Rules: the component that is evaluated to determine the approval path the transaction Needs to follow when submitted for Approval

 User need to set up all these components in order to set up an AME.

1)    Login oracle Application with User having AME admin rights

2)    Select “Approval management Administrator” Responsibility – “Administrator dashboard” Function from the Menu

                  

2) Create a Transaction Type                             

  a) Login as that AME Admin and go to the Navigator to select

      -> Approvals Management Administrator responsibility->Administrator Dashboard                                     

  b) Press the Create Transaction Type button     

   

                                  

  c) Enter the following information to create a transaction type:           

     • Application (e.g. Order Management we can even query it from LOV by pressing Torch Sign)                                                          

     • Transaction Type Key                                                                                

     • Transaction Type Name        

     Create Transaction type by providing appropriate Application name, Transaction type key and transaction type name and press Next.

         

 d) Press Next to skip to Step 4                        

          

                                

e) Press Finish to create the transaction type.                                               

User can query for the transaction type and view the Transaction type created.

                                         

           2)  Go back Home to the Navigator. Select Approvals Management Business Analyst and Select the transaction type that you just created                                                

         

3)    Click set up link for transaction type.

            

4)    Create Attribute (Business variables that represent the value of a data element of a given transaction).

                Press CREATE button for creating Attributes.

         

          Provide valid details for the Attributes and Press Apply Button. Usage type can be static and dynamic based on the values of the attributes. Attribute can be static or dynamic   

          based on requirement.

           

5)    Create Conditions.

       

       Presses CREATE Button to create conditions.

     

      Select Attribute from the List of vales Highlighted By torch Sign (Condition type can be Ordinary).

     

     Select the Appropriate Expression as per the requirement and press Apply button

          

        For example here three conditions have been created.

6)    Create Action type need

Press Using Existing Action type and select from Existing one based on the requirement. Action type describes the nature of what should be done if particular condition or rule gets satisfied by a transaction. It is the Actions that dictate the Approver list that is generated by AME for the given transaction.

         

       Select Appropriate Action type and press Continue. User can create own Action type as well.

     

     Press Finish to create Action type.

        

        

7)    Create Approval group

        

      Enter Voting Method as Order Number and Press Apply button to confirm.

8)    Create Rules

Press Create Button

     

         Enter Appropriate Value for the rules details and press Next Button

     

    After Rule detail Value Add conditions by pressing Add condition Button

    

    Select the condition to be checked in the particular rule and press continue

    

    User can create any number of rules and Add Condition to each rule.

       

      After Adding Condition Press next button to Add Action type to the Rule

     

     Press Next Button After selecting Action type for the Rule and press Finish to confirm.

9)    Create Approval group

Select Approval groups from Set up Tab and press Create button

    

       Enter Approval group Details and press ADD another Row to select the Approver or group if Approvers and Press Apply Button.

    

     Press Apply Button to confirm

       

      This completes the step to set up an AME. We can test the set up by test workbench

      

      We can create test case or run real transaction test case.

      

      Enter unique transaction Id and run test case.

      

      

      Approver name can be seen with All Details of AME.