Oracle Approvals Management Implementation Guide

Contents

Title and Copyright Information

Send Us Your Comments

Preface

Introduction to Oracle Approvals Management

Overview of Oracle Approvals Management

Oracle Approvals Management

Approval Process

What Happens at Run Time

Approval Process Execution

Implementing Oracle Approvals Management

Implementing Oracle Approvals Management Overview

Planning your Organization's Approval Processes

Parallel Approval Process

How to Parallelize an Approval Process

AME Roles and Responsibilities

Implementing Oracle Approvals Management

Implementing Surrogate Approver and Timeout Duration Features

Implementing the Transaction Type

Configuring Function Parameters for Notification Timeout

Running the Approvals Deviation Report

Purging Transaction Data

Running the Approvals Deviation Data Purge Process

Running the Approvals Management Post Upgrade Process

Attributes

Attributes Overview

Attribute Properties

Attribute Types

Using Attributes

Attribute Classifications

How does AME use Attributes?

Deciding Whether to Create or Edit Attributes

Viewing Attributes

Creating Attributes

Editing Attributes

Deleting Attributes

Copying Attributes

Conditions

Conditions Overview

Condition Types

Condition Scope and Availability

Viewing Conditions

Creating an Ordinary or Exception Condition

Creating a List-Modification Condition

Editing Conditions

Deleting Conditions

Actions

Actions Overview

Action Type Properties

Required Attributes For Action Types

Action Properties

Predefined Action Types

Choosing an Action

Creating an Action Type

Editing an Action Type

Deleting an Action Type

Using an Existing Action Type

Creating an Action

Editing an Action

Deleting an Action

Approver Groups

Approver Groups Overview

Deciding When to Use an Approver Group

Approver Group Properties

Creating an Approver Group

Editing an Approver Group

Deleting an Approver Group

Surrogate Approver and Timeout Duration

Surrogate Approver Overview

Timeout Duration

Creating and Updating a Surrogate Approver Rule

Rules

Rules Overview

Rule Types

Rule Properties

Rule Priorities

Using Rules

How AME Handles Multiple Requirements for an Approver

Example of Setting Up an Exception Rule

Creating a Rule

Creating a Rule Use

Editing a Rule and its Use

Deleting a Rule and its Use

Reinstating an Inactive Rule

Testing

Overview of Testing

Administration

Administration Overview

Transaction Type

Configuration Variables

Item Classes

Using Item Classes

What Causes Runtime Exceptions in AME?

Creating a Transaction Type

Updating a Transaction Type

Deleting a Transaction Type

Setting Default Values for Configuration Variables

Setting the Transaction Type's Configuration Variables' Values

Viewing a Specific Transaction's Exception Log

Running the Setup Report

How Should an Administrator Respond to an AME Exception?

AME Glossary

Index