Approval
Management
Engine
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When Can I Use AME?
You can use AME to derive lists of approvers based
on
user defined rules and maintain a history of
approvers
statuses when:
Authorizing expenses
Transferring employees from one division/cost
centre to another
Approving purchase orders with line or total order
values
Paying invoices
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Business Processes or
Transactions
and Approvals
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What is AME?
AME is a web application providing the following
services to calling applications:
A centralized rules repository for defining and sharing
rules
An execution engine to evaluate rules based on
transaction specific data
List management capabilities
History of approval statuses
AME does not manage the notification, routing or
responses from approvers
These remain the responsibility of the calling
application or the workflow process
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AME Architecture
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AME Architecture…
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Example of a Purchase
Order Approval List
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How AME Works
Calling AME
A purchase order is submitted. This purchase order is
associated with:
A transaction type, which identifies the business
process provided by the eBusiness Suite
A unique transaction_id related to the specific PO
This information is passed to AME to start the
approval loop process.
There are also other common default attributes,
such as:
Set of books Id
Org Id
Requestor User Id etc
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Approval Loop
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How AME Works
Tracking Approvals
1. The calling application calls AME to get next
approver
2. AME returns the full ordered approval list
3. The calling application notifies next approver or all
approvers in the list
4. The calling application deals with approver’s
response
Approve, Reject or Return
Sends response to AME
5. The calling application repeats these steps until no
more approvers are found
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How AME Works
List of Approvers
AME generates the list of approvers
based on the rules configured for the
transaction type
AME evaluates the conditions associated
with the rules for the transaction
AME identifies the next approver from the
ordered list of approvers
An approver can be identified by:
Application username (user id)
Person name (person Id)
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Approver Lists
AME executes the rules each time the application calls next approver
The list is always up to date with changes in hierarchy or personnel
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How AME Works
Transaction Completion
The approval process is complete when
there are no more approvers to be
notified
The calling application will execute the
next stage in the process.
For example, Oracle Purchasing, the
calling
application, will then create the
purchase order
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Approvals
An Approval is an instruction to AME on how to execute an
Approval Type
For example, “Require approvals up to at least level 7”
Approval Types define the rules for generating a list of
approvers, based on:
1. HRMS supervisor hierarchy
Or
2. HRMS supervisor hierarchy and HRMS job level
Or
3. HRMS Position Level
Note: - Approvers are created in HRMS as employees
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Approval Statuses
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Approval Types and Rule
Types
Each approval type is associated with one or
more rule types:
List creation and exception
List modification
Pre and Post approval group
Substitution
Remember that an Approval Type identifies
the approvers that are to be added to an
approval list
For example, Absolute Job Level
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List Creation and
Exception Rules
List creation rules generate a list of
approvers according to the chain of
authority defined
Exception rules allow you to exclude
approvers from the list generated
List creation and exception rules use
ordinary and exception conditions to
generate chains of authority based on
the approval type selected
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Additional List Creation and
Exception
Rules
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Rule Types
List Modification
List modification rules alter the default chain of
authority generated according to the approval
type selected.
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Rule Types
Substitution
By using substitution, you can automatically replace
any identified approver with another approver
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Approval Groups
Static: Predefined, fixed, and ordered list of
approvers
Dynamic: List derived from a SQL statement
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