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By Pallavi Chandran

Business Learning Centre


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Agenda

AME Overview
What is AME
How does AME work
AME Roles and Responsibilities
AME Building blocks
Case study

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Overview

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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Where is AME used???

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What 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 Process

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Advantages
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. 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 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???

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 AME Works???

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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???

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 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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Responsibilities
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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Profile Option
AME Installed: Yes

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Responsibilities

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Business Analyst Dashboard

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Administrator Dashboard

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AME Building Blocks

Transaction Types
Attributes
Conditions
Actions/Action Types
Approver Groups
Rules

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Transaction 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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Attribute
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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Attribute

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Seeded attributes

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Attribute

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Attribute

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Condition

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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Conditions

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Conditions

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Action 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 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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Action Types

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Approver Groups

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Approver Groups

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Rules
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 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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Rules

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Rules

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Rules

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Rules

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Rules

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Test 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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Test workbench

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The 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 Dashboard

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Case 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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Transaction- Self Service


Leave of Absence

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PLEASE GIVE YOUR FEEDBACK TO:


Venkataramana_Kolla
Srikant_Ganesan

You can contact me at:


Pallavi_Chandran@satyam.com
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