1. Business Learning Center Satyam Confidential 1
By Pallavi ChandranBy Pallavi Chandran
Business learning CentreBusiness learning Centre
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AgendaAgenda
AME Overview
What is AME
How does AME work
AME Roles and Responsibilities
AME Building blocks
Case study
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OverviewOverview
• The purpose of Oracle Approvals Management (AME) is to define
approval rules that determine the approval processes for Oracle
applications.
• Purpose is to find approvers based on business rules
– AME generates approver list
– AME returns next approver to calling application
– Request for next approver re-generates approver list to return
next approver to calling application
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What is AMEWhat is AME
• AME is a web application that provides the following services:
– A centralized rules repository for defining and sharing rules
– An executive engine to define rules based on transaction data
– List management capabilities
– History of approval statuses
• AME does not manage notification, routing or responses from
approvers
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Example of a Business ProcessExample of a Business Process
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AdvantagesAdvantages
AME helps you maintain your business logic associated with approval
transactions globally from single window
Lets you cut down approval related workflow customizations, hence
reducing the cost of ownership
Helps you leverage common expenditure policies across modules, thus
consolidating your approval policy requirements
Any transaction is assured to be approved under the latest conditions,
regardless of organizational changes, currency fluctuations or transaction
data
Built-in testing utility to check the correctness of setup performed for both
real-time and test transactions, hence reduces the need for elaborate testing
cycles
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R11i vs. R12R11i vs. R12
• Parallelization features
– Available to more transactions in R12
• Parallel Approvals
• Position Hierarchy
• FYI Notifications
• Integrated with more applications in R12
– R11i – 178 transaction types
– R12 – 258 types
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Approval Types and ApprovalApproval Types and Approval
Approval Types Method to calculate approvers to add to
approval list
Approval Handler A pre defined PL/SQL package procedure
to execute the logic for an approval type
Approvals Instruction on how to execute an
approval type
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How does AME Work???How does AME Work???
• Calling AME
– When a request is submitted, it is associated with a Transaction type,
associated with the business process
– A Transaction ID is generated
– The information is passed to AME to start the approval process
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How does AME Work???How does AME Work???
• Tracking approvals
– The application calls for the approver
– AME returns the full approver list
– It notifies the next approver or all the approvers in the list
– Deals with approvers response
– Repeats the process till no more approvers
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How AME Works???How AME Works???
• List of approvers
– AME evaluates the conditions associated with the rules of the
transaction
– Generates a list of approvers
– Identifies the approver
• Transaction Completion
– Approval process is complete when there are no more approvers
– It proceeds to the next step in the business process
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AME AccessAME Access
• AME uses Oracle Role Based Access Model (RBAC) to access AME
components
• Oracle Approvals Management uses roles and responsibilities to define
access levels. It provides security at two levels:
Data security, which enables you to define access to transaction types
for a limited user role.
Function security, which enables you to define access to AME
functions (modules) for a business analyst and administrator.
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ResponsibilitiesResponsibilities
User Management Responsibility
•Login in as the SYADMIN user
•Grant access to roles
Approvals Management Business Analyst –
• Define business cases
Approvals Management Administrator –
•Add transaction types
•Add approver types
•View logs
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AME Building BlocksAME Building Blocks
Transaction Types
Attributes
Conditions
Actions/Action Types
Approver Groups
Rules
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Transaction TypeTransaction Type
• In AME, a transaction type represents a set of transactions generated by a given application,
for which AME maintains a single set of approval rules
A single application can have several transaction types
• What will be approved – Invoice, requisition, salary change, Leave…
• Custom transaction types can be created
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AttributeAttribute
•Attributes are business variables with a single value for a particular
transaction
•Examples of attributes are:
transaction's total amount
percentage of discount
an item's category
a person's salary
No: Days applied for leave
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ConditionCondition
• The if part of an approval rule consists of zero or more conditions.
• A condition is a statement that is either true or false, for a given
transaction. For the rule to apply to a transaction, all of its conditions must
be true for the transaction
Types of conditions:
• Ordinary
• Exception
• List-modifiers
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Action and Action TypesAction and Action Types
• An approval rule's then part (its consequent) consists of one or more
actions
•Every action belongs to an action type. An action type is a collection of
actions having similar functionality
• AME provides all the action types and actions your implementation will
require
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Action TypesAction Types
• Action types frequently used:
– HR Supervisory Hierarchy
– Absolute-Job-Level Action Type
– Final-Approver-Only Action Type
– Dual-Chains-of-Authority Action Type
– Supervisory-Level Action Type
– Approver-Group Chain of Authority Action Type
– Pre- and Post-Chain of Authority Action Types
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RulesRules
•Creating rules and rule use are the main steps in the AME implementation
process
•Rule associate one or more conditions with an approval in an if-then
statement
•You may need to create (or have a system administrator create) some custom
attributes and/or approvals
•You may also need to create some approver groups. Thus, while creating
rules is your ultimate goal, it is also the last thing you do when you set up
AME
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Rules TypesRules Types
There are eight rule types in AME
– List-creation rules
– List-creation exceptions
– List-modification rules
– Substitutions
– Pre-list approval-group rules
– Post-list approval-group rules
– Combination Rules
– Production Rules
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Test workbenchTest workbench
• AME provides a testing workbench to allow defined business rules to
be evaluated and tested against transactions
• Testing workbench allows user to verify various aspects of setups
– Are attribute values, particularly custom attributes, retrieving
values correctly?
– Does the invoice satisfy the appropriate rule?
– Is the proper approver chain being generated for the
transaction based on the rule chosen?
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The Administrator DashboardThe Administrator Dashboard
• The Administrator Dashboard is available only to users with the
Application Administrator responsibility. The administrator can
perform the following:
• Set the configuration variables' default
• Set the transaction type's configuration variables' values
• Create a transaction type
• Update a transaction type
• Delete a transaction type
• View the exception log
• Clear the exception log
• Run the Setup report
• Add approver types
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The Administrator DashboardThe Administrator Dashboard
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Case StudyCase Study
• Organization: Business Learning Centre.
• All the requests for leave go for a 2 level approval
• We require to design an approval where all the vacation leaves applied
for more than 6 days go for a one level approval and then further to
the Head of the Department(Mr. Mehul Shah)
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PLEASE GIVE YOUR FEEDBACK TO:
Venkataramana_Kolla
Srikant_Ganesan
You can contact me at:
Pallavi_Chandran@satyam.com
