Create Bill Approval Course of in Oracle Payables Utilizing AME

Create Bill Approval Course of in Oracle Payables Utilizing AME

Create Bill Approval Course of in Oracle Payables Utilizing AME

Create Bill Approval Course of in Oracle Payables Utilizing AME

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Background

It is very important know the way Bill Approval course of will work underneath Accounts Payables in Oracle Utility utilizing AME (Approval Administration Engine).

AME works as per our definitions of delegations and if payables require the AP Invoices to be routed for approval primarily based on the bill pay group, bill supply, bill kind.

The AP Bill approval workflow has been personalized to deal with the routing of invoices.

AME is used to derive the approvers to whom the workflow will route the invoices for approval.

To fulfill the approval necessities for AP Bill approval, new guidelines should be created alongside 3 customized attributes.

Within the following we are going to know the way AME will work and learn how to outline all setups require to work AME correctly. The next are the required setups for AME.

Attributes

Outline Attributes:

We have to create 3 customized attributes which might be used within the guidelines to fulfill Purchasers necessities.

Notice: Please observe that these 3 customized attributes have already been created and shouldn’t be disturbed; in any other case it will have an effect on the work circulate course of. These attributes confer with customized packages.

The three new customized attributes are:

LMAP_ASSOCIATED_INVOICE_TYPE,

LMAP_DM_CM_%,

LMAP_DM_CM_AMOUNT.

Navigation:

Duty = AME Utility Administrator

Approvals > choose the ‘Attributes’ tab

Steps to create customized attribute ABCDAP_ASSOCIATED_INVOICE_TYPE:

1. Click on on the ‘Transaction Sort’ drop down menu and choose ‘Payable Bill Approval’

possibility from the listing of values.Click on on Proceed

2. Scroll down and click on on the ‘Add Attribute’ button.

3. The subsequent display screen displayed might be ‘Select an Attribute Degree’. On this display screen choose ‘header attribute’ because the Attribute Degree.

4. Click on on ‘Proceed’ button.

5. Within the subsequent display screen ‘Create an Attribute-Step 1’, click on on button ‘Create New Identify’ to create a brand new customized attribute.

6. Within the subsequent step ‘Create an Attribute- Step 2’, enter the Identify for the customized attribute

‘LMAP_ASSOCIATED_INVOICE_TYPE’.

7. Click on Proceed

8. Within the subsequent display screen ‘Create an Attribute- Step 3’, Enter the Attribute Sort = ‘String’, Description = ‘Attribute to examine the kind of related bill kind’, Standing Utilization = ‘No’, Utilization = ‘SELECT LMAP_WFAPPROVAL_PKG_36 .get_dm_cm_type (:transactionId) FROM DUAL’..

9. Click on on ‘Proceed’.

10. The customized attribute ‘LMAP_ASSOCIATED_INVOICE_TYPE’ has now been created.

In the identical approach different 2 customized attributes could be created.

Steps to create different 2 customized attributes:

The opposite 2 attributes are additionally created in the identical approach with the next values:

1.LMAP_DM_CM_%:

Identify = ‘LMAP_DM_CM_%:’

Enter the Attribute Sort = ‘quantity’,

Description = ‘LMAP attribute to calculate DM/CM worth as a share for associated

interfaced bill’,

Standing Utilization = ‘No’,

Utilization =

‘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:

Identify = ‘LMAP_DM_CM_AMOUNT’

Enter the Attribute Sort = ‘Forex’,

Description = ‘LMAP attribute to calculate DM/CM quantity for approval routing’,

Standing Utilization = ‘No’,

Utilization =

‘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’

Phrases

Outline Circumstances:

Duty = AME Utility Administrator

Navigation:

Duty- AME Utility Administrator

Approvals – Choose the ‘Circumstances’ tab

The next instance exhibits the creation of a situation and a rule:

A rule must be created as per following circumstances and the approver might be DAVID.

1. Bill Paygroup(Idea) could be ‘NON TRADE’ and ‘EMPLOYEE’

2. Working unit = ABCD

3. All invoices besides Prepayments

4. Manually created invoices

5. Bill quantity within the vary 0 to $50,000

Steps to create the primary situation:

1. Click on on the ‘Transaction Sort’ drop down menu and choose ‘Payable Bill Approval’

possibility from the listing of values.

2. Click on on ‘Proceed’.

3. Subsequent display screen is ‘Circumstances’ display screen as proven under. Scroll down and Click on on the ‘Add a Situation’ button.

4. Within the subsequent display screen, ‘Select a Situation Sort’, choose Situation Sort = ‘bizarre header’.

5. Within the subsequent display screen, ‘Select the Situation’s attribute’ display screen proven under, choose the

attribute identify ‘SUPPLIER_PAY_GROUP_LOOKUP_CODE’ as proven under and click on on ‘Proceed’ button.

6. Within the subsequent display screen, create a Situation on a String Attribute’, enter the values ​​for the

attribute as NON TRADE and EMPLOYEE as proven under and click on on ‘Proceed’.

Now click on on ‘Give up’ to come back out of Situation creation. Within the subsequent display screen, you may see that your situation has been created as proven under.

Outline Guidelines:

Duty = AME Utility Administrator

Duty = AME Utility Administrator

> Approvals>’Guidelines’ Alternate Area

1. Choose the Transaction Sort = Payables Bill Approval from the drop down listing as proven under.

2. Click on on Proceed

3. Subsequent display screen will show the listing of current guidelines in AME.

4. On this display screen, scroll right down to the tip of the web page and click on on ‘Add Rule and Utilization’ button.

5. Subsequent display screen displayed is ‘Add a Rule-Ste 1.

6. Enter the outline for the rule as proven under. The outline of the rule ought to summarize the circumstances of the rule as given under for instance and click on ‘proceed’.

‘LMAP(ABCD) NON TRADE, EMPLOYEE(SOMNATH) Bill for INR 0-50K vary’

7. Within the subsequent display screen ‘Add a Rule-Step 2’, choose the radio button for the approval kind. Please choose the approval kind = ‘chain of authority consists of an approval group’

8. Within the subsequent display screen, ‘Add a Rule-Step 3’, choose the approver from the drop down menu for ‘Approval’.

9. The subsequent display screen is ‘Add a Rule-Step 4’. Right here you choose a situation to finish the rule. The minimal necessities to create a rule embody an approval group and a situation.

Right here please choose one of many situation attributes ‘SUPPLIER_INVOICE_PAYGROUP_LOOKUP_CODE’ as proven under. Within the listing of circumstances for paygroup, choose the required situation and click on on ‘Proceed’.

10. When clicked on ‘Proceed’, the rule is created and might be redirected to a affirmation.

11. Now click on on this rule so as to add the remainder of the circumstances. When clicked on this rule within the above web page, you can be redirected to the display screen ‘Edit a Rule’.

12. Within the drop down menu for ‘Merchandise to Change’, choose the choice ‘bizarre circumstances’, so as to add new circumstances to the identical rule.

13. Within the subsequent display screen, please click on on ‘Add Situation’ so as to add the circumstances.

14. The subsequent display screen is ‘Choose Extraordinary-Situation Attributes’ choose the opposite circumstances.

15. From the drop down menu, choose the attribute ‘SUPPLIER_INVOICE_SOURCE’ and choose the situation for the attribute as ‘Guide Bill Entry’ and click on on ‘Proceed’

16. When clicked on ‘Proceed’, this situation might be added to the rule as proven under.

17. Observe the steps to create different circumstances for Bill kind, Bill quantity and Org id as proven under.

** Please observe that there are 5 circumstances on this rule one for every of the necessities.

With this, the foundations have been created as per necessities described above and from now Bill Approval works as per the circumstances and guidelines that we outlined.

By completion of this doc it is possible for you to to create AME for Accounts Payables.

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