Approval - originate Invoice Approval Process in Oracle Payables Using Ame
Good afternoon. Yesterday, I learned all about Approval - originate Invoice Approval Process in Oracle Payables Using Ame. Which may be very helpful in my opinion so you.
originate Invoice Approval Process in Oracle Payables Using Ame
Background
What I said. It is not in conclusion that the true about
Approval. You check this out article for info on an individual want to know is
Approval.
Approval
It is leading to know how Invoice Approval process will work under Accounts Payables in Oracle Application using Ame (Approval administration Engine).
Ame works as per our definitions of delegations and if payables want the Ap Invoices to be routed for approval based on the invoice pay group, invoice source, invoice type.
The Ap Invoice approval workflow has been customized to handle the routing of invoices.
Ame is used to gain the approvers to whom the workflow will route the invoices for approval.
To satisfy the approval requirements for Ap Invoice approval, new rules have to be created along 3 convention attributes.
In the following we will know how Ame will work and how to define all setups want to work Ame properly. The following are the required setups for Ame.
Attributes
Define Attributes:
We need to create 3 convention attributes which will be used in the rules to satisfy Clients requirements.
Note: Please note that these 3 convention attributes have already been created and should not be disturbed; otherwise this will sway the work flow process. These attributes refer to convention packages.
The 3 new convention attributes are:
Lmap_Associated_Invoice_Type,
Lmap_Dm_Cm_%,
Lmap_Dm_Cm_Amount.
Navigation:
Responsibility = Ame Application Administrator
Approvals> plump the 'Attributes' tab
Steps to create convention attribute Abcdap_Associated_Invoice_Type:
1. Click on the 'Transaction Type' drop down menu and plump 'Payable Invoice Approval'
option from the list of values.Click on Continue
2. Scroll down and click on the 'Add Attribute' button.
3. The next screen displayed will be 'Choose an Attribute Level'. In this screen plump 'header attribute' as the Attribute Level.
4. Click on 'Continue' button.
5. In the next screen 'Create an Attribute-Step 1', click on button 'Create New Name' to create a new convention attribute.
6. In the next step 'Create an Attribute- Step 2', enter the Name for the convention attribute
'Lmap_Associated_Invoice_Type'.
7. Click Continue
8. In the next screen 'Create an Attribute- Step 3', Enter the Attribute Type = 'String', description = 'Attribute to check the type of linked invoice type', Status Usage = 'No', Usage = 'Select Lmap_Wfapproval_Pkg_36.get_dm_cm_type (:transactionId) From Dual'..
9. Click on 'Continue'.
10. The convention attribute 'Lmap_Associated_Invoice_Type' has now been created.
In the same way other 2 convention attributes can be created.
Steps to create other 2 convention attributes:
The other 2 attributes are also created in the same way with the following values:
1. Lmap_Dm_Cm_%:
Name = 'Lmap_Dm_Cm_%:'
Enter the Attribute Type = 'number',
Dscription = 'Lmap attribute to surmise Dm/Cm value as a ration for linked
interfaced invoice',
Status Usage = 'No',
Usage =
'Select Lmaplmap_Wfapproval_Pkg_36.get_dm_cm_percent(:transactionId)
From ap_invoices_all inv1
,ap_system_parameters_all asp
Where inv1.org_id = asp.org_id'
And inv1.invoice_id =:transactionId
2. Lmap_Dm_Cm_Amount:
Name = 'Lmap_Dm_Cm_Amount'
Enter the Attribute Type = 'Currency',
Dscription = 'Lmap attribute to surmise Dm/Cm amount for approval routing',
Status Usage = 'No',
Usage =
'Select abs(Lmap_Wfapproval_Pkg_36.get_dm_cm_amt(:transactionId))
,Nvl(inv1.Invoice_Currency_Code,asp.Invoice_Currency_Code)
,Nvl(inv1.Exchange_Rate_Type,asp.Default_Exchange_Rate_Type)
From ap_invoices_all inv1
,ap_system_parameters_all asp
Where inv1.org_id = asp.org_id
And inv1.invoice_id =:transactionId'
Conditions
Define Conditions:
Responsibility = Ame Application Administrator
Navigation:
Responsibility- Ame Application Administrator
Approvals - plump the 'Conditions' tab
The following example shows the creation of a condition and a rule:
A rule needs to be created as per following conditions and the approver will be David.
1. Invoice Paygroup(Concept) can be 'Non Trade' and 'Employee'
2. Operating unit = Abcd
3. All invoices except Prepayments
4. Manually created invoices
5. Invoice amount in the range 0 to 50,000 $
Steps to create the first condition:
1. Click on the 'Transaction Type' drop down menu and plump 'Payable Invoice Approval'
option from the list of values.
2. Click on 'Continue'.
3. Next screen is 'Conditions' screen as shown below. Scroll down and Click on the button 'Add a Condition'.
4. In the next screen, 'Choose a condition Type', plump condition Type = 'ordinary header'.
5. In the next screen, 'Choose the Condition's attribute' screen shown below, plump the
attribute name 'Supplier_Pay_Group_Lookup_Code' as shown below and click on 'Continue' button.
6. In the next screen, create a condition on a String Attribute', enter the values for the
attribute as Non Trade and worker as shown below and click on 'Continue'.
Now click on 'Quit' to come out of condition creation. In the next screen, you can see that your condition has been created as shown below.
Define Rules:
Responsibility = Ame Application Administrator
Responsibility = Ame Application Administrator
> Approvals>'Rules' Alternate Region
1. plump the Transaction Type = Payables Invoice Approval from the drop down list as shown below.
2. Click on Continue
3. Next screen will display the list of existing rules in Ame.
4. In this screen, scroll down to the end of the page and click on 'Add Rule and Usage' button.
5. Next screen displayed is 'Add a Rule-Ste 1.
6. Enter the description for the rule as shown below. The description of the rule should summarize the conditions of the rule as given below as an example and click "continue'.
'Lmap(Abcd) Non Trade, Employee(Somnath) Invoice for Inr 0-50K range'
7. In the next screen 'Add a Rule-Step 2', plump the radio button for the approval type. Please plump the approval type = 'chain of authority includes an approval group'
8. In the next screen, 'Add a Rule-Step 3', plump the approver from the drop down menu for 'Approval'.
9. The next screen is 'Add a Rule-Step 4'. Here you plump a condition to unblemished the rule. The minimum requirements to create a rule include an approval group and a condition.
Here please plump one of the condition attributes 'Supplier_Invoice_Paygroup_Lookup_Code' as shown below. In the list of conditions for paygroup, plump the required condition and click on 'Continue'.
10. When clicked on 'Continue', the rule is created and will be redirected to a confirmation.
11. Now click on this rule to add the rest of the conditions. When clicked on this rule in the above page, you will be redirected to the screen 'Edit a Rule'.
12. In the drop down menu for 'Item to Change', plump the selection 'ordinary conditions', to add new conditions to the same rule.
13. In the next screen, please click on 'Add Condition' to add the conditions.
14. The next screen is 'Select Ordinary-Condition Attributes' plump the other conditions.
15. From the drop down menu, plump the attribute 'Supplier_Invoice_Source' and plump the condition for the attribute as 'Manual Invoice Entry' and click on 'Continue'
16. When clicked on 'Continue', this condition will be added to the rule as shown below.
17. Follow the steps to create other conditions for Invoice type, Invoice amount and Org id as shown below.
** Please peruse that there are 5 conditions in this rule one for each of the requirements.
With this, the rules have been created as per requirements described above and from now Invoice Approval works as per the conditions and rules that we defined.
By completion of this document you will be able to create Ame for Accounts Payables.
I hope you will get new knowledge about
Approval. Where you may offer utilization in your daily life. And just remember, your reaction is passed about
Approval.
