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Approval Methods Without AME

Five approval methods are available for use with Oracle Internet Expenses: 1) Approvals Management, 2) Go Up Management Chain Method, 3) One Stop Then Go Directly Method, 4) Go Directly to Person With Signing Authority Method, and 5) alternatively, if the expense report is project related, the PA: AutoApprove Expense Reports profile option can auto-approve the report. The document discusses these approval methods and provides instructions for checking or changing the predefined find approver method. It also references the Oracle Internet Expenses Implementation and Administration Guide for additional details on approvals management, find approver behavior, and defining workflow processes.

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Madhurima Chatterjee
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70 views3 pages

Approval Methods Without AME

Five approval methods are available for use with Oracle Internet Expenses: 1) Approvals Management, 2) Go Up Management Chain Method, 3) One Stop Then Go Directly Method, 4) Go Directly to Person With Signing Authority Method, and 5) alternatively, if the expense report is project related, the PA: AutoApprove Expense Reports profile option can auto-approve the report. The document discusses these approval methods and provides instructions for checking or changing the predefined find approver method. It also references the Oracle Internet Expenses Implementation and Administration Guide for additional details on approvals management, find approver behavior, and defining workflow processes.

Uploaded by

Madhurima Chatterjee
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Copyright (c) 2024, Oracle. All rights reserved. Oracle Confidential.

R12:OIE:What approval methods are available for use with Internet Expenses? (Doc ID
1228281.1)

In this Document

Goal
Solution
References

APPLIES TO:

Oracle Internet Expenses - Version 11.5 and later


Information in this document applies to any platform.

GOAL

What approval methods are available for use via Internet Expenses?

SOLUTION

One of five different methods can be used:

1) Approvals Management can be used.


NOTE: Whether approvals management is used by Oracle Internet Expenses is controlled by the AME: Installed Profile
Option
NOTE: Approvals management does not used the signing limits defined in Oracle Payables

If Approvals Management is not used,


then one of the three predefined Find Approver methods are used:

2) Go Up Management Chain Method


3) One Stop Then Go Directly Method
4) Go Directly to Person With Signing Authority Method

NOTE: The three predefined Find Approver methods use the signing limits defined in Oracle Payables.

An example of how to check/change the predefined Find Approver Method is as follows:

1) Pull your Expenses workflow up in workflow builder from the database.

2) Navigate: Standard Expense Report Process ->


Manager (Spending) Approval Process ->
Non AME Approval Process ->
Find Approver

3) Double Click the Find Approver Icon to open Navigator Control Properties form
Choose the Node Attributes Tab
Click in the Field for Attribute -> Name
Choose Find Approver Method
Now you should be given Values:
Go Up Management Chain
Go Directly To Person With Signing Authority
One Stop Then Go Directly

If you wish to change the value, make sure to choose the Apply button,
then OK button after you make the change, then save the workflow back to the database.
Changes won't impact pre-existing reports but would impact new reports created after the change was saved to the
database.

You can verify your change was appropriately saved


by opening the workflow back up from the database and navigating to the setup again.

5) Alternatively, if the Internet Expense Report is project related, the profile option
PA: AutoApprove Expense Reports can be set so project related reports are autoapproved.

***********************

Example excerpts from:


Oracle Internet Expenses Implementation and Administration Guide
Release 12.1
Part No. E13454-03
December 2009

Page 7-46:
Find Approver and Verify Authority Behavior with Approvals Management
When enabled, Oracle Approvals Management approval routing rules are used by the
Manager (Spending) Approval process.

(See the Implementation Guide itself for the further details)

*********************************

Page 7-43:
Defining Workflow Processes

Finding and Verifying Approvers


The Manager (Spending) Approval process includes the activities Find Approver and
Verify Authority. The functionality of these activities differ based on whether or not
you have implemented Oracle Approvals Management to handle expense report
approval routing. This section describes the functionality for both scenarios.

Find Approver and Verify Authority Behavior without Approvals Management

The behaviors of the approver selection and verify authority for the Manager
(Spending) Approval Process are based on your selected Find Approver method.
The predefined Find Approver methods are:
Go Up Management Chain Method
One Stop Then Go Directly Method
Go Directly to Person With Signing Authority Method

(See the Implementation Guide itself for the further details)

********************************

Page A-15:
Profile Options:

PA: AutoApprove Expense Reports


The PA: AutoApprove Expense Reports profile option permits automatic approval
of project-related expense reports. See: Integrating with Oracle Projects, page 2-50.

(See the Implementation Guide itself for the further details)

REFERENCES
NOTE:307874.1 - 11i: R12: OIE: How is Profile Option AME: Installed Read By iExpenses in Oracle Payables?
NOTE:430917.1 - R11i/12: OIE: Oracle Internet Expenses Documentation Matrix
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