Author: Jaggampudi Ravi Kanth

AME SetupSteps for AP Invoice Approval AME setup

Step 1: Navigation to Profile optionsSystem Administrator Profile system

Setup 2 : Enter Application and Profile details and Press Find Button.

Step 3 : Change the AME Installed Value to YES as shown below

Step 4 : Change to Payables Responsibilty and Navigate to Payables Options

Step 5 : Enter the Operating Unit Name.

Step 6 : Navigate to Approval Tab and Enable Use Invoice Approval Workflow as shown below

Step 7: Switch to Approvals Management Business Analyst Responsibility .

Step 8 : Enter the Transaction Type as Payables Invoice Approval

Step 9: Press the Approval Groups Button as shown above Screen shot.Create the Approval Group with the Below Values In the Query I have written the function which will return the Accounting Manager in the Test instance.

Step 10: Navigate to Action Types Button.And select Action type as Pre Chain of Authority Approvals as shown below

You will get the Action value as Require pre-approval from OSD Account Manager Approval

Step 11 : Create a Rule by following below Steps ,a) Enter the Name of the Rule Example : osd Approval Management Approval,Rule type : Combination : List Creation, Item Class : Header as shownbelow

a) As there are no Conditions , press the next button.b) Select the Action Type as Pre Chain of Authority Approvals and Action as pre-approval from OSD Account Manager Approval .Step 4 : Finish

Completion of AME SetupStep 12 : Navigate to Payables Manager Create An invoice by Entering the Header and line Information.

Entering the Line Information.

Now By Pressing the Distribution Button. Enter the Distribution Level details as shown below screen shot.

Once the Account is Generated.Navigate to Invoice page Actions .Enable the Check box Validate and press OK button

Create the Account by Enabling the Create Accounting check box and Final and press OK from the Above Screen.Once the Account is Generated Run the Invoice Approval Workflow .Navigation : view Requests Parameters : Supplier Name ,Invoice Num .

Once the Program complete successfully, follow the below steps Navigate : Reports View Invoice Approval HistoryYou will get the Account Manager details for the Invoice and the notification will be sent to the Approver.

CREATE OR REPLACE FUNCTION XX_GET_APPROVER( p_invoice_id IN NUMBER ) RETURN VARCHAR IS l_person_id NUMBER := 0 ; l_count NUMBER := 0; V_OPERATING_UNIT VARCHAR2(2000):=NULL; V_ORG_ID NUMBER := 0; l_return_val VARCHAR2(200) := NULL; BEGIN BEGIN SELECT COUNT(*) INTO l_count FROM ap_invoices_all ail, ap_suppliers aps -- po_lookup_codes plc Where Ail.Vendor_Id = Aps.Vendor_Id And NVL(Aps.Vendor_Type_Lookup_Code,'XYZ') 'OUTSOURCING' -- AND aps.vendor_type_lookup_code 'OUTSOURCING' -- and aps.vendor_type_lookup_code = plc.lookup_code AND ail.invoice_type_lookup_code IN ('PREPAYMENT', 'STANDARD','MIXED') AND ail.invoice_id = p_invoice_id; -- and plc.lookup_type 'VENDOR TYPE' ; EXCEPTION WHEN OTHERS THEN DBMS_OUTPUT.PUT_LINE('Invoice does not exist :'); END; DBMS_OUTPUT.PUT_LINE('Invoice does not exist l_count :'||l_count); IF l_count >= 1 THEN BEGIN SELECT org_id INTO V_ORG_ID FROM ap_invoices_ALL WHERE invoice_id=p_invoice_id; EXCEPTION WHEN OTHERS THEN DBMS_OUTPUT.PUT_LINE('Invoice orgid does not exist :'); END; DBMS_OUTPUT.PUT_LINE('Org id Value :'||v_org_id); BEGIN SELECT name INTO V_OPERATING_UNIT FROM hr_operating_units WHERE organization_id=v_org_id; EXCEPTION WHEN OTHERS THEN DBMS_OUTPUT.PUT_LINE('operating unit does not exist :'); END; DBMS_OUTPUT.PUT_LINE('Org id Value :'||V_OPERATING_UNIT); BEGIN IF v_operating_unit LIKE 'operations' THEN SELECT paf1.person_id INTO l_person_id FROM HR_ALL_POSITIONS_F HAPF, PER_JOBS PJB , PER_ALL_PEOPLE_F PAF1, FND_USER FU , PER_ALL_ASSIGNMENTS_F PAAF WHERE SUBSTR(HAPF.name,INSTR(HAPF.name,'.',1)+1,15)='Account Manager' AND PJB.NAME ='Manager' AND PAAF.PERSON_ID =PAF1.PERSON_ID AND HAPF.JOB_ID = PJB.JOB_ID AND PAAF.JOB_ID =PJB.JOB_ID AND PAAF.POSITION_ID =HAPF.POSITION_ID AND (sysdate BETWEEN PAAF.EFFECTIVE_START_DATE AND PAAF.EFFECTIVE_END_DATE) AND (sysdate BETWEEN paf1.effective_start_date AND paf1.effective_end_date) AND PAAF.JOB_ID =HAPF.JOB_ID AND FU.EMPLOYEE_ID =PAF1.PERSON_ID AND rownum =1 AND SUBSTR(HAPF.name,1,2) IN (SELECT FLEX_VALUE FROM FND_FLEX_VALUE_SETS FFVS, FND_FLEX_VALUES FFV , FND_FLEX_VALUES_TL FFVT WHERE FFVS.FLEX_VALUE_SET_ID=FFV.FLEX_VALUE_SET_ID AND FFV.FLEX_VALUE_ID =FFVT.FLEX_VALUE_ID AND FFVT.LANGUAGE ='US' AND FLEX_VALUE_SET_NAME ='operations_Company' AND FFVT.DESCRIPTION ='Operations' ); elsif v_operating_unit='glass' THEN SELECT paf1.person_id INTO l_person_id FROM HR_ALL_POSITIONS_F HAPF, PER_JOBS PJB , PER_ALL_PEOPLE_F PAF1, FND_USER FU , PER_ALL_ASSIGNMENTS_F PAAF WHERE SUBSTR(HAPF.name,INSTR(HAPF.name,'.',1)+1,15)='Account Manager' AND PJB.NAME ='Accountant' --'Manager' AND PAAF.PERSON_ID =PAF1.PERSON_ID AND HAPF.JOB_ID = PJB.JOB_ID AND PAAF.JOB_ID =PJB.JOB_ID AND PAAF.POSITION_ID =HAPF.POSITION_ID AND (sysdate BETWEEN PAAF.EFFECTIVE_START_DATE AND PAAF.EFFECTIVE_END_DATE) AND (sysdate BETWEEN paf1.effective_start_date AND paf1.effective_end_date) AND PAAF.JOB_ID =HAPF.JOB_ID AND FU.EMPLOYEE_ID =PAF1.PERSON_ID AND rownum =1 AND SUBSTR(HAPF.name,1,2) IN (SELECT FLEX_VALUE FROM FND_FLEX_VALUE_SETS FFVS, FND_FLEX_VALUES FFV , FND_FLEX_VALUES_TL FFVT WHERE FFVS.FLEX_VALUE_SET_ID=FFV.FLEX_VALUE_SET_ID AND FFV.FLEX_VALUE_ID =FFVT.FLEX_VALUE_ID AND FFVT.LANGUAGE ='US' AND FLEX_VALUE_SET_NAME ='Company' AND FFVT.DESCRIPTION ='glass' ); Elsif v_operating_unit LIKE 'suretech' THEN SELECT paf1.person_id INTO l_person_id FROM HR_ALL_POSITIONS_F HAPF, PER_JOBS PJB , PER_ALL_PEOPLE_F PAF1, FND_USER FU , PER_ALL_ASSIGNMENTS_F PAAF WHERE SUBSTR(HAPF.name,INSTR(HAPF.name,'.',1)+1,15)='Account Manager' AND PJB.NAME ='Manager' AND PAAF.PERSON_ID =PAF1.PERSON_ID AND HAPF.JOB_ID = PJB.JOB_ID AND PAAF.JOB_ID =PJB.JOB_ID AND PAAF.POSITION_ID =HAPF.POSITION_ID AND (sysdate BETWEEN PAAF.EFFECTIVE_START_DATE AND PAAF.EFFECTIVE_END_DATE) AND (sysdate BETWEEN paf1.effective_start_date AND paf1.effective_end_date) AND PAAF.JOB_ID =HAPF.JOB_ID AND FU.EMPLOYEE_ID =PAF1.PERSON_ID AND rownum =1 AND SUBSTR(HAPF.name,1,2) IN (SELECT FLEX_VALUE FROM FND_FLEX_VALUE_SETS FFVS, FND_FLEX_VALUES FFV , FND_FLEX_VALUES_TL FFVT WHERE FFVS.FLEX_VALUE_SET_ID=FFV.FLEX_VALUE_SET_ID AND FFV.FLEX_VALUE_ID =FFVT.FLEX_VALUE_ID AND FFVT.LANGUAGE ='US' AND FLEX_VALUE_SET_NAME ='child_Company' And Ffvt.Description ='child' ); Elsif v_operating_unit='master' THEN SELECT paf1.person_id INTO l_person_id FROM HR_ALL_POSITIONS_F HAPF, PER_JOBS PJB , PER_ALL_PEOPLE_F PAF1, FND_USER FU , PER_ALL_ASSIGNMENTS_F PAAF WHERE SUBSTR(HAPF.name,INSTR(HAPF.name,'.',1)+1,15)='Account Manager' AND PJB.NAME ='Manager' AND PAAF.PERSON_ID =PAF1.PERSON_ID AND HAPF.JOB_ID = PJB.JOB_ID AND PAAF.JOB_ID =PJB.JOB_ID AND PAAF.POSITION_ID =HAPF.POSITION_ID AND (sysdate BETWEEN PAAF.EFFECTIVE_START_DATE AND PAAF.EFFECTIVE_END_DATE) AND (sysdate BETWEEN paf1.effective_start_date AND paf1.effective_end_date) AND PAAF.JOB_ID =HAPF.JOB_ID AND FU.EMPLOYEE_ID =PAF1.PERSON_ID AND rownum =1 AND SUBSTR(HAPF.name,1,2) IN (SELECT FLEX_VALUE FROM FND_FLEX_VALUE_SETS FFVS, FND_FLEX_VALUES FFV , FND_FLEX_VALUES_TL FFVT WHERE FFVS.FLEX_VALUE_SET_ID=FFV.FLEX_VALUE_SET_ID AND FFV.FLEX_VALUE_ID =FFVT.FLEX_VALUE_ID AND FFVT.LANGUAGE ='US' AND FLEX_VALUE_SET_NAME ='master_Company' AND FFVT.DESCRIPTION ='master' ); ELSE l_person_id:=0; END IF; EXCEPTION WHEN OTHERS THEN l_person_id :=0; END; DBMS_OUTPUT.PUT_LINE('person id Value :'||l_person_id); ELSE l_person_id :=0; END IF; DBMS_OUTPUT.PUT_LINE('Invoice does not exist l_person_id :'||l_person_id); l_return_val := 'person_id:' ||TO_CHAR(l_person_id); RETURN (l_return_val); EXCEPTION WHEN OTHERS THEN l_person_id :=0; Return (L_Return_Val); End XX_Get_Approver;