Ame in oracle hrms
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The document discusses Oracle Approval Management (AME). AME defines approval rules to determine approval processes for Oracle applications. It generates approver lists and returns the next approver. Key components of AME include transaction types, attributes, conditions, actions, approver groups, and rules. AME provides a centralized rules repository and engine to define approval logic based on transaction data.
Ame in oracle hrms
- 1. By Pallavi Chandran Business learning Centre Business Learning Center Satyam Confidential 1
- 2. Agenda AME Overview What is AME How does AME work AME Roles and Responsibilities AME Building blocks Case study Business Learning Center Satyam Confidential 2
- 3. 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 Business Learning Center Satyam Confidential 3
- 4. Where is AME used??? Business Learning Center Satyam Confidential 4
- 5. 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 Business Learning Center Satyam Confidential 5
- 6. Example of a Business Process Business Learning Center Satyam Confidential 6
- 7. 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 Business Learning Center Satyam Confidential 7
- 8. 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 Business Learning Center Satyam Confidential 8
- 9. 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 Business Learning Center Satyam Confidential 9
- 10. 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 Business Learning Center Satyam Confidential 10
- 11. How AME Works??? Business Learning Center Satyam Confidential 11
- 12. 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 Business Learning Center Satyam Confidential 12
- 13. 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 Business Learning Center Satyam Confidential 13
- 14. 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. Business Learning Center Satyam Confidential 14
- 15. 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 Business Learning Center Satyam Confidential 15
- 16. Profile Option AME Installed: Yes Business Learning Center Satyam Confidential 16
- 17. Responsibilities Business Learning Center Satyam Confidential 17
- 18. Business Analyst Dashboard Business Learning Center Satyam Confidential 18
- 19. Administrator Dashboard Business Learning Center Satyam Confidential 19
- 20. AME Building Blocks Transaction Types Attributes Conditions Actions/Action Types Approver Groups Rules Business Learning Center Satyam Confidential 20
- 21. 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 Business Learning Center Satyam Confidential 21
- 22. 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 Business Learning Center Satyam Confidential 22
- 23. Attribute Business Learning Center Satyam Confidential 23
- 24. Seeded attributes Business Learning Center Satyam Confidential 24
- 25. Attribute Business Learning Center Satyam Confidential 25
- 26. Attribute Business Learning Center Satyam Confidential 26
- 27. 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 Business Learning Center Satyam Confidential 27
- 28. Conditions Business Learning Center Satyam Confidential 28
- 29. Conditions Business Learning Center Satyam Confidential 29
- 30. 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 Business Learning Center Satyam Confidential 30
- 31. 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 Business Learning Center Satyam Confidential 31
- 32. Action Types Business Learning Center Satyam Confidential 32
- 33. Approver Groups Business Learning Center Satyam Confidential 33
- 34. Approver Groups Business Learning Center Satyam Confidential 34
- 35. 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 Business Learning Center Satyam Confidential 35
- 36. 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 Business Learning Center Satyam Confidential 36
- 37. Rules Business Learning Center Satyam Confidential 37
- 38. Rules Business Learning Center Satyam Confidential 38
- 39. Rules Business Learning Center Satyam Confidential 39
- 40. Rules Business Learning Center Satyam Confidential 40
- 41. Rules Business Learning Center Satyam Confidential 41
- 42. 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? Business Learning Center Satyam Confidential 42
- 43. Test workbench Business Learning Center Satyam Confidential 43
- 44. 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 Business Learning Center Satyam Confidential 44
- 45. The Administrator Dashboard Business Learning Center Satyam Confidential 45
- 46. 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) Business Learning Center Satyam Confidential 46
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- 53. Transaction- Self Service Leave of Absence Business Learning Center Satyam Confidential 53
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- 57. PLEASE GIVE YOUR FEEDBACK TO: Venkataramana_Kolla Srikant_Ganesan You can contact me at: Pallavi_Chandran@satyam.com Business Learning Center Satyam Confidential 57