AME WF
description
Transcript of AME WF
![Page 1: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/1.jpg)
An Introduction to theInvoice Approval Workflow
Jeannie Dobney, EduSource&
Karen Brownfield, Solution Beacon
![Page 2: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/2.jpg)
Agenda
• Introduction• Business scenario and context• Implementation Overview
– Document Business Logic– Check Patching Levels– Payables Set Up– Oracle Approvals Management set up– Workflow modification– Testing
• End-notes
![Page 3: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/3.jpg)
Business Scenario
Requisition
Shipments
PO Header
PO Lines
Distributions
Goods Inspection(Receipting
Transaction)
Supplier Invoice
Standard non-POrelated Invoice
Approval processed in Oracle Purchasingensure that organisational approvals areobtained before the Purchase Order isissued.
Oracle Purchasing
Oracle Payables
EmployeeExpenses
Matching:2 way - Invoice to PO3 way - Invoice to PO & Receipt4 way - invoice to PO, Receipt & inspection
Receipt of Goods
RecurringInvoice
![Page 4: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/4.jpg)
Business Scenario
Excluded from the Approval Process:� Expense Reports� Recurring invoices� PO Matched invoices� Invoices for which OAM rules determines approval is not required.
Invoice Payment
Oracle Payables
Payables Processes:� Invoice Validation� Invoice Approval Workflow� Create Accounting (uses Account Generator)
![Page 5: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/5.jpg)
Implementation Steps
• First document your business logic!– Which invoices are going to be included /
excluded?– Which values require approval / are some
invoice amounts not material?– Are there special cases for which additional
approvers may be required e.g. IT, legal work.– What determines who are the appropriate
approvers?
![Page 6: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/6.jpg)
2. Check Patching Levels
• At least 11.5.4 or later• Payables mini-pack I• Workflow 2.6• Various individual patches…• Recommendation:
Alicia Hoekstra’s paper: “To Patch or Not to Patch”
![Page 7: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/7.jpg)
3. Payables Set Up
![Page 8: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/8.jpg)
4. Oracle Approvals Management
• Use this Application to set up the rules which the workflow will use
• Format: If <Condition> Then <Approval>e.g. If Invoice Total > $100 NZD
Then Send to Supervisor for Approval• Documentation from MetaLink (HR or AP)• Application short name OAM or AME• Check Site Profile Option: AME:Installed• Required Responsibility:
AME Application Administrator (with securing attributes)
![Page 9: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/9.jpg)
Using OAM: Select Trans. Type
![Page 10: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/10.jpg)
OAM Attributes Tab
![Page 11: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/11.jpg)
OAM Setting Attributes
![Page 12: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/12.jpg)
OAM Creating Conditions
![Page 13: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/13.jpg)
OAM Create Condition (2)
![Page 14: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/14.jpg)
OAM Create Condition (3)
![Page 15: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/15.jpg)
OAM Create Condition (4)
![Page 16: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/16.jpg)
OAM Approvals
![Page 17: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/17.jpg)
Edit or Create New Approval Types
![Page 18: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/18.jpg)
Create Approval Rule
![Page 19: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/19.jpg)
Create Approval Rule (1)Description, Type, Date
![Page 20: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/20.jpg)
Create Approval Rule (2)Approval Type
![Page 21: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/21.jpg)
Create Approval Rule (3)Approval
![Page 22: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/22.jpg)
Create Approval Rule (4)Attributes
![Page 23: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/23.jpg)
Create Approval Rule (5)Condition
![Page 24: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/24.jpg)
Create Approval Rule (end)
![Page 25: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/25.jpg)
5. Modify the Workflow
![Page 26: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/26.jpg)
Modify the Workflow (2)
![Page 27: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/27.jpg)
WF: Check if Matched to PO
![Page 28: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/28.jpg)
Uses This Attribute
![Page 29: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/29.jpg)
WF: Identify Approver
![Page 30: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/30.jpg)
WF: Send Notifications
![Page 31: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/31.jpg)
WF: Update History
![Page 32: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/32.jpg)
Test the Workflow
• Create a business case• Enter an invoice (note it’s invoice ID)• Validate the invoice• Initiate Approval using Invoice Actions• WF Admin: check the WF_Deferred queue• Start the Workflow listener• Review the notification & approve the invoice• In Payables, query back the invoice & review
![Page 33: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/33.jpg)
Test the Workflow
![Page 34: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/34.jpg)
Test the Workflow
![Page 35: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/35.jpg)
Testing in OAM
![Page 36: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/36.jpg)
Testing in OAM (2)
![Page 37: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/37.jpg)
End-Notes• Invoice Approval and Validation are not
alternatives, they work together• Consider mod’s for Cancelled invoices
– Modify the WF notification to show invoice status– In OAM set a rule to exclude cancelled invoices
• Inquiry and Reporting:– Invoice Approval History window– Invoice Approval Status report
• Force Approval option allows manual approval through Invoice Actions window
![Page 38: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/38.jpg)
Workflow Administration
• Set up and test email notifications• Schedule the Workflow Agent Listener• Identify a user to monitor WF & OAM errors• Review and set Workflow profile options• Decide a purge schedule for WF & OAM• And in Payables:
schedule the Approval Workflow Program
![Page 39: AME WF](https://reader031.fdocuments.in/reader031/viewer/2022032014/55cf9a76550346d033a1d8b2/html5/thumbnails/39.jpg)
Conclusions & Questions