1. 01/17/07 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.1 Getting Started With Approvals Management Engine John Peters JRPJR, Inc. john.peters@jrpjr.com

2. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.2 How many of you have used approvals in Workflow? How many of you have had to customize the Workflow to accomplish the required approvals? How many of you have tried Approvals Management Engine? Before We Start A Quick Audience Survey

3. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.3 E-Business Suite Modules that currently utilize Approvals Management Engine Technically where is AME Where does Approvals Management Engine fit into the Workflow approvals processing System Administration steps to enable Approvals Management Engine (briefly) Definition of AME processes Testing AME processing Quick Demo of AME (time permitting) What we are going to cover

4. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.4 Modules that currently utilize AME

5. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.5 Requisition Approvals can not be forwarded to other approvers Quote Approvals can not process approvals in parallel Please review the restrictions for your OraApps Module on Metalink Many OraApps Modules Have Restrictions

6. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.6 Tables exist in HR schema Tables begin with AME_% This tells us that Oracle views this as a component of HR This is very important to realize since the functionality is HR centric in the approval list building process Technically Where is AME

7. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.7 AME builds approval lists. AME uses the logic you setup to control the building of the approval list. AME does not send notifications or handle any of the other required “glue” in an approval process. Typically AME is just a few new processes/functions on an existing approval process defined in Workflow. How does AME fit in?

8. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.8 Using the Requisition Approval process as an example

9. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.9 Using the Requisition Approval process as an example (cont.)

10. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.10 Using the Requisition Approval process as an example (cont.)

11. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.11 1.Assign responsibilities/roles to your system administrators 2.Setup AME System Wide Configuration 3.Setup module specific Profile Options 4.Assign responsibilities/roles to your functional users who will be setting up AME 5.Setup AME functionality for module Steps 1-4 are only covered briefly here and are quite involved, we are going to instead concentrate on step 5 Sysadmin steps to enable AME

12. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.12 AME uses the new User Management functionality You must assign the responsibility ‘User Management’ to the people who will assign AME responsibilities to others Have to do this assignment as the SYSADMIN OraApps user The role to be assign is ‘Security Administrator’ Assign resp/roles to Sys. Admins

13. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.13 Using the responsibility ‘Approvals Management Administrator’ the SysAdmin’s can assign setup the AME Configuration Parameters. For the most part these parameters can remain with their default values. Setup AME Configuration Parameters

14. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.14 The SysAdmin’s must assign AME functional roles to the required OraApps user accounts using the User Management The responsibility ‘Approvals Management Business Analyst’ is assigned along with the required roles, viewable in the Indirect Responsibilities tab of the Define Users form. Assign resp/roles to functional super users

15. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.15 'AME:Installed' at the Application Levels –Oracle Quoting = Yes For quoting there are several others to setup, these are module specific –'ASO : Enable Approvals' = Yes –'ASO : Allow Skip Approvers' = No Setup AME Profile Options

16. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.16 AME Approvers must be setup as FND_USER’s AME Approvers must be setup as Employees AME Approvers

17. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.17 The responsibility to be used is: ‘Approvals Management Business Analyst’ Each OraApps module has different specific values, but the same general setup process holds true for each. Setup AME Module Functionality

18. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.18 An example of Quote Approval Requirements: –Discounts have different approval limits by product line by operating unit –Terms non-standard (non-default) –If the Sales Person is New –Sales Person Technical Review Required –Total Quote Price is $0 –Verify quote total is not less than GSA total –Remove Service Agreement items from quote/discount totals –Quote approvals go no higher than the VP of Sales All of these were implemented through customized of AME Attributes AME Allows For Very Complex Approval Rules

19. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.19 1.Define Attributes 2.Define Conditions 3.Define Action Types 4.Define Approval Groups 5.Define Rules 6.Test Process All of this takes place on the AME Business Analyst Dashboard Definition of the AME Process

20. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.20 Example of Approval Rules

21. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.21 AME Dashboard

22. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.22 AME Attributes are the variables which are evaluated by your AME Process as it runs AME Attributes can be Header or Line Item Dynamic Attributes are filled in at run time by an SQL query AME Attribute values are all stored internally as string values limited to a length of 100 characters Most customization activity is around Attributes AME Attributes

23. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.23 Boolean –True or False Currency –(amount,denomination,conversion method) Date –’YYYY:MON:DD:HH24:MI:SS’ Number –Integer or decimal (using user’s character set decimal point) String –Up to 100 characters in length AME Attributes – Data Types

24. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.24 An SQL routine which populates a Currency Attribute must return three columns: –Amount = decimal value –Denomination = 3 Char Currency Code –Conversion Method = ‘Corporate’ Static definitions are like the following: ‘5000.00,USD,Corporate’ Currency Attributes

25. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.25 SQL routines should run the numeric values through the PL/SQL function: fnd_number.number_to_canonical Number Attributes

26. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.26 Stored as a string There is a PL/SQL date format mask you can use to format dates: ame_util.versionDateFormatModel –’YYYY:MON:DD:HH24:MI:SS’ Notice there are no spaces. Date Attributes

27. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.27 Dynamic attributes can be populated by an SQL expression. Select to_char(sysdate, ame_util.versionDateFormatModel) from dual; All Attributes are stored internally as strings. Must return one row. The :transactionid is passed as a bind variable to the query. This is the key for the AME processes execution. Limitation on SQL of 2000 characters Dynamic Attributes

28. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.28 It is often advantageous to call a PL/SQL function rather than embed an SQL script in the attribute definition. This has the added benefit of preventing functional users who can setup AME from modifying the underlying SQL. Drawback is that Currency values require three PL/SQL function calls. PL/SQL Usage

29. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.29 PL/SQL Example

30. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.30 PL/SQL Currency Example You end up with Currency PL/SQL calls like the following. select MY_PACKAGE.GET_MY_AMOUNT(:transactionId), MY_PACKAGE.GET_MY_CURRENCY(:transactionId), MY_PACKAGE.GET_MY_CONVERSION_TYPE(:transactionId) from dual

31. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.31 There are two types of conditions: Regular Conditions Simple logic statements –Technical Review Required = ‘Y’ –Discount is greater than -12 and less than or equal to -7.23 List Modifier Conditions –Any approver is ‘Adams, John’ Conditions

32. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.32 Regular Conditions

33. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.33 Regular Conditions

34. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.34 List Modifier Conditions

35. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.35 Action Types are groups of similar actions that build your approval list for you. Common Predefined Action Rule Types are: –Chain of authority action types –List Modification action types –Post List Approval Group –Pre List Approval Group Action Types

36. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.36 Job Level absolute job level –chains of authority based on absolute job level relative job level –chains of authority based on relative job level final approver only –chains of authority containing only the final job-level approver Position hr position –chains of authority based on a particular HR position hr position level –chains of authority based on HR positions Hierarchy manager then final approver –chain of authority includes requestor's manager and then the final approver supervisory level –chains of authority based on number of supervisory levels Some of the Chain of Authority Action Types

37. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.37 Job Level

38. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.38 Chain of authority action types

39. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.39 Actions: Require approvals up to at most level 2 Require approvals up to at most level 3 or Require approvals up to at least level 2 Require approvals up to at least level 3 Whats the difference: –Chain of approvers have levels 1,2,3,5 (4 is missing) –Requires Level 4 approval –At most => 1,2,3 –At least => 1,2,3,5 Absolute Job Level

40. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.40 final authority –grant final authority to an approver nonfinal authority –extend the chain of authority past an approver List Modification Action Types

41. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.41 List modification action types

42. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.42 These actions add a list of approvers either before or after the approval is built. Approvals in group can be serial or parallel. Pre or Post List Approval Groups

43. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.43 Pre or Post List Approval Groups

44. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.44 Either static or dynamic lists of approvers Approvals can be: –Serial Voting (one after another, all for approval) –Consensus Voting (majority wins) –First-Responder-Wins Voting (parallel voting) –Order-Number Voting (one after another, all for approval) (allows for parallel voting) Approval Groups

45. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.45 Approval Groups

46. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.46 Rules Rules are where one or more conditions result in an action. This is what everyone has been waiting for.

47. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.47 Rules – Level 2 Approval Actual Definition form

48. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.48 Rules – List Modification Actual Definition form

49. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.49 Testing the Process AME has an excellent Test Workbench for seeing how all these rules will actually work in real life.

50. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.50 Testing the Process Put in Transaction ID. For Quoting that is the Quote Header ID. Historical transactions are required.

51. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.51 Testing the Process This dumps the attribute values

52. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.52 Testing the Process This dumps rules and final approver list

53. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.53 AME is complex, don’t try to understand it all at once Put in some OraApps Module Transactions Dive into AME and just try some simple test cases You will end up making changes With the Test Workbench you can easily see how your setups are working My Suggestion

54. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.54 Approvals Management Engine allows for complex approval processes Customizations are primarily accomplished with minimal code to pull in new Attribute values This product is complex and the documentation is very difficult to understand, hopefully this presentation has given you a brief introduction to Approvals Management Engine Summary

55. 01/24/06 NorCal OAUG Training Day, Paper 3.9 John Peters, JRPJR, Inc.55 My contact information: John Peters john.peters@jrpjr.com http://www.jrpjr.com Additional reference papers can be found at: http://www.norcaloaug.org http://www.jrpjr.com