List of Rules Types are listed below with Explanation:
List-Creation Exception Standard creation of approval list, excluding a specified condition
Example: Have requisitions between $0 and $1000 approved by up to at most 3 levels except in the Deliver to Location V1 New York).
List Modification creates a standard list-creation rule with some type of modification to that rule.
Example: If two rules are required such as:
Invoice amount > $10K go up to VP lst
Post List Approval Group – This approval group will be appended to the end of the chain of authority approval list.
AME can be used to derive lists of approvers based on user defined rules and maintain a history of approver’s statuses when:-
Yes, approval rules can be defined once and be‚ leveraged across multiple products, requiring less maintenance work. Additionally approval rules can be easily extended without having to customize the application or the workflow.
A new traction type can be created using ‘Approvals Management Administrator’ responsibility.
This is done in the Setup Document Type Form in Core Purchasing.
The following Approval Traction Types are seeded and supported:
First, customers using any of the financials products but not Oracle HR also install “Shared HR,” which is a “lite” version of the HR product that includes the common entities that are needed by all applications. These include organizations, locations, jobs, positions, and people. AME will work with Shared HR. Customers do not need to apply the HR Family Pack if they do not install any of the HRMS applications. They will need to set up the people, jobs, or positions that they want to include in their approval rules.
AME doesn't have any feature to send notifications. It is responsibility of calling application of sending notification, capturing the response and updating AME with response.
Login as ‘System Administrator’ (not a responsibility) & navigate to ‘User Management > Users > Query the user and click Update > Search & Add the AM Admin roles as shown below.
In 11.5.10 only serial approval is supported. Parallel approval is supported in R12.
The following features cannot be used with AME based Requisition Approval Workflow:
Voting Regime is region that can be setup in AME when creating an Approval Group. There are four choices available in the Voting Regime region.
The approval process for the newly created traction type can be setup using ‘Approvals Management Business Analyst’ responsibility.
No. Approval Rules setup in AME will be used across all Operating Units.
If it is necessary to not have rules work in a particular Operating Unit, there are two ways to do this: