ap invoice work flow r 12.1.1 (1).pdf

8/10/2019 AP INVOICE WORK FLOW R 12.1.1 (1).pdf

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AP INVOICE WORK FLOW IN R 12.1.1 May 22, 2011

Made By Mohamed ELhamy

INVOICE APPROVAL WORK FLOW

Prerequisite:-

1. Configuring AME Responsibilities for the User.

To use AME we need to have AME responsibilities assigned to our user. AME uses Role Based Access (RBA) model.

AME has 5 seeded roles

1.

Approvals Management Administrator

2.

Approvals Management Business Analyst3.

Approvals Management System Viewer

4.

Approvals Management System Administrator

5.

Approvals Management Process Owner

AME can be accessed if sufficient functional grants are available. Each of the above 5 roles has specific set of

functional grants. By assigning the roles to user, the functional grants will be available to user and hence he can

access those functions/pages. To configure AME we need only the ‘Approval Management Business Analyst’ role.

Assigning Roles to user:

• Login as sysadmin user

• Select the responsibility "User Management"

• Select "Users" screen

• Search for the user to whom you wish to grant AME roles.

• In the results table, click on update icon.

• In this page user details can be seen along with a list of roles available to user

• Click on "Assign Roles" Button

• Select the ‘Approvals Management Business Analyst’ role.

Now the functional access to user has been successfully setup and the Approval Management Business AnalystResponsibility Is added to the user. Function Business Analyst Dashboard can be used to setup AME.

AME restricts access to "AME Transaction Types" using Data Security. To access AME and use it, user needs to

select a transaction type.





Access to AME transaction types to a user can be setup as follows:

• Login as a user having ‘Functional Administrator’ responsibility attached.

• Select Functional Administrator responsibility

•

Select Grants Tab• Click on Create Grant

• Select "Specific User" as grantee type

• Select the User as grantee key

• Select "AME Transaction Types" as object

• In the next page there will be 3 options for instance type.

• Select the ‘All Rows’ Option.

• In the next page, select "AME Calling Applications" as the permission set

• Review and Finish.

2. Configuring AME for AP INVOICE WORK FLOW:

Responsibility -> ‘Approval Management Business Analyst’

Function -> Business Analyst Dashboard: Payables Invoice Approval





1- ATTRIBUTES: Use the Attribute (SUPPLIER_INVOICE_AMOUNT)

Then press On Update and Validate the Value





Usage type: Dynamic

The Value of the SQL CODE = select

fnd_number.number_to_canonical(ai.INVOICE_AMOUNT),nvl(ai.Invoice_Currency_Code,asp.Invoice_Currency_Cod

e),nvl(ai.Exchange_Rate_Type,asp.Default_Exchange_Rate_Type)

from ap_invoices_all ai, ap_system_parameters_all asp

where ai.invoice_id = :transactionId

and ai.org_id = asp.org_id

Then Press on Apply .

2- Go to Conditions:Creat Contion Using The Attribute you use in before to assigen the Attribute to condtion .

You will find defult from the system but you will creat one to each currnce you have on system





Condition: Type Ordinary

Attribute: SUPPLIER_INVOICE_AMOUNT. Or TRANSACTION_ORG_ID

Data Type: Currency

Item Class: Header

And the remain info as shown down

- SUPPLIER_INVOICE_AMOUNT :

And you will make this step to Each currnce are effective on the system

Then Pree on Apply Botton ( it will be shown as below )





- TRANSACTION_ORG_ID: to define many approvals for many OU’s each OU use its own approval

- First you have to know the Org ID from any fourm related to the OU you want to use on it the approval

by using the ( Help > examin > (( In the Block filed )) Profile > (( In filed )) Org ID )

3- Go to Action Type :

Use the existing Actions Type Called: approval-group chain of authority

http://test.pico-oil.com:8000/OA_HTML/OA.jsp?page=/oracle/apps/ame/actions/webui/ActionTypeSearchPG&_ri=800&OAHP=AME_BUS_HOMEPAGE_MENU&OASF=AME_ACTIONS_OVERVIEW&OAPB=AME_BRAND&_ti=1388143188&oapc=235&OAMC=78678_13_0&menu=Y&oaMenuLevel=2&oas=xc-IDawSOz0aGTM70pC59g..







4- Approver Groups :

You will find the following screen

Press on Create





Then Fill in the required info Included the name of the group and the people will that group ordered with their

roles will be approving the invoice





The FND USERS it has to be number one as they will be the data entry

Then after you finish press on Apply

5-

Create Rule:





In this Screen

We will enter the name of the Rule:

Name: as shown

Item Class: Header

Ryle Type: List creation

Start Date: & the End Date

In Tab Named: ADD Condition: we will add all the conditions we defined before

In Tab Named: ADD Action: we will add all the Actions we defined before

ap invoice work flow r 12.1.1 (1).pdf

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