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AME Implementation - SHMA

1. The document provides steps to guide the installation and setup of Oracle Approvals Management (AME) for payables invoice approval. It outlines 3 steps - installing AME, setting up the approval process, and observing AME behavior on payables invoices. 2. The second step describes setting up the approval process in detail, including creating transaction types, attributes, conditions, approver groups, and rules to trigger approval for invoices over $1000. 3. The third step involves observing AME's behavior on payables invoices both under and over $1000, including approvers receiving notifications and approving or rejecting invoices.

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JuNAiDSuAlEh
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75 views85 pages

AME Implementation - SHMA

1. The document provides steps to guide the installation and setup of Oracle Approvals Management (AME) for payables invoice approval. It outlines 3 steps - installing AME, setting up the approval process, and observing AME behavior on payables invoices. 2. The second step describes setting up the approval process in detail, including creating transaction types, attributes, conditions, approver groups, and rules to trigger approval for invoices over $1000. 3. The third step involves observing AME's behavior on payables invoices both under and over $1000, including approvers receiving notifications and approving or rejecting invoices.

Uploaded by

JuNAiDSuAlEh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Oracle Approvals

Management
Payables Invoice Approval

Objective
To guide as to the usage of Oracle Approvals
Management (AME) through one of the
examples by setting approval for Payables
Invoice which amounts to 1000 or more.

Step 1
In the first step, we will learn the basic
installation process of AME.

Login using SYSADMIN


User Name & Password

Select User Management


Responsibility

Select Users

Search the user to which


you want to assign roles
and then click on Update

Click Assign Roles

Search & select Approvals Management Roles

Write Justification

Click Save/Apply

Click Home

Select Functional Administrator


Responsibility

Click Create Grant

Fill fields as above

Select All Rows

Select AME Calling Applications

Review and then click Finish

Click Home

Select System Administrator Responsibility


& then click on Profile: System

Find AME: Installed Profile in the


Human Resources/Payables Application

Write Yes at Application


Level & click Save

Write Yes at Application


Level & click Save

Run Approvals Management Post Upgrade


Process Request with Migrate All Parameters

Review
With this, we complete the basic installation
process of AME, which includes installation,
setting up security, and setting up user profile.

Step 2
In the second step, we will learn the whole
method of setting up approval process.

Scenario

Payables invoice amounting to 1000 or more


should be approved by the supervisor.

Login using GRANTEE


User Name & Password

Select Approvals Management


Administrator Responsibility

Select Admin Dashboard

Scenario
Transaction Type
Payables invoice amounting to 1000 or more
should be approved by the supervisor.

Click Create Transaction Type


or Search any existing one

Try to keep the Filter criteria very specific,


while searching for an existing transaction type

Fill in the required fields to complete


Transaction Type Details

Fill in the required fields to complete


Transaction Type: Item Classes

Fill in the required fields to complete


Transaction Type: Mandatory Attributes

Review and then click Finish

Select Approvals Management


Business Analyst Responsibility

Select Business Analyst Dashboard

Select the created/updated transaction type

Scenario
Attribute
Payables invoice amounting to 1000 or more
should be approved by the supervisor.

Click Create or click Use Existing Attribute

Fill fields as above

Scenario
Condition
Payables invoice amounting to 1000 or more
should be approved by the supervisor.

Click Create

Select Ordinary Condition Type & then


write the name of the Attribute created

Select Expression for the chosen attribute

New created Condition will appear in the list

Scenario

Payables invoice amounting to 1000 or more


should be approved by the supervisor.

Action Type

Select any one of the Existing Action

Scenario

Payables invoice amounting to 1000 or more


should be approved by the supervisor.

Approver Group

Fill fields as above to create Approver Group

Add approvers as above

New created Condition will appear in the list

Scenario

Payables invoice amounting to 1000 or more


should be approved by the supervisor.

Scenario

Payables invoice amounting to 1000 or more


should be approved by the supervisor.

Rule

Click Rules

Click Create

Fill fields as above

Click Add Condition

Click Create or select any existing Condition

Review and then click Next

Click Add Action to select actions for the rule

Review and then click Finish

New created Rule will appear in the list

Review
With this, we complete the whole method of
setting up approval process, which is to be
triggered for invoices made in Payables
amounting to 1000 or more.

Step 3
In the third and last step, we will observe the
behaviour of AME on Payables Invoices.

< 1000 Approval Threshold

Login using APPROVER


User Name & Password

Select notifications from Worklist & open

Review and then click Approve/Reject

Check the Status

Review
With all this, we observed the behaviour of
AME in Payables through a few instances.

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