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13 Replies Latest reply: Sep 18, 2009 12:11 AM by 722641 RSS

AME for iProcurement requisitions

483753 Newbie
Currently Being Moderated
Hi,

I'm new in Oracle AME.
I need your help to provide me with simple steps to setup AME for iProcurement requisitions to be just like the standard position hierarchy like (Buyer--> manager -->director).
What are the actions should I use?
Absolute job level or HR position or what?
Did I need to create Approver Groups or not?

Thanks,
Yasser
  • 1. Re: AME for iProcurement requisitions
    588543 Journeyer
    Currently Being Moderated
    Refer to metalink Note: 434143.1

    Post iProc related to Questions under the Procurement section instead of Financials..

    Cheers
    Ganesh
  • 2. Re: AME for iProcurement requisitions
    648457 Explorer
    Currently Being Moderated
    Hi Yasser,
    your post does not specify whether you are in 11.5.10 or R12. In 11.5.10 there are 2 different versions of AME, AME.A and AME.B. The main difference between 2 versions is how you assign responsibilities to user. AME responsibilities in 11i.AME.A are assigned directly to the users. However, In R12 or 11i.AME.B and higher, AME responsibilities are assigned indirectly to users through roles. The roles are assigned to the users by the SYSADMIN user using the User Management responsibility, and if you are using AME.B or higher then initially you have to take help from SYSADMIN to assign the responsibilities to users/ your ID for before you can start AME setups.


    For further details you can refer to following MOS (Metalink) notes.
    1st note (ID 293315.1) is an FAQ where you can find answers to your question.
    The 2nd (ID 434143.1) contains a White Paper giving details of AME setups for Purchase Requisitions.

    293315.1 : 11.5.10 FAQ for Approvals Management (AME) Integration For iProcurement and Purchasing
    434143.1 : How To Setup And Use AME For Purchase Requisition Approvals
    559886.1 : How To Find Versions And Enhancements, And Find The Right Documentation for AME In Procurement

    You can also check this thread.
    Re: AME-Hierarchy Deciding Feature ?

    Hope this helps.

    Thanks
    Supro
  • 3. Re: AME for iProcurement requisitions
    483753 Newbie
    Currently Being Moderated
    Hi Supro,

    First of all Thanks reply.
    My Oracle Apps Release is 11.5.10 CU2 and AME.B.
    I already checked all that notes but I need simple steps to create Position hierarchy usin g the AME.
    For example:
    I have the following positions: Buyer ==> AP Accountant ==> Supervisor ==> Director ==> CEO
    What action types should I use?
    Should I use the conditions?
    Is Approval Group required for each position?
    How to link between the approval group and action?

    Best Regards,
    Yasser

    Edited by: myaserk on Aug 16, 2009 10:31 PM
  • 4. Re: AME for iProcurement requisitions
    648457 Explorer
    Currently Being Moderated
    I already checked all that notes but I need simple steps to create Position hierarchy usin g the AME.
    For example:
    I have the following positions: Buyer ==> AP Accountant ==> Supervisor ==> Director ==> CEO
    You can use Position hierarchy in AME provided you have already defined it in HRMS (full) or Purchasing (shared HR) and have jobs and employees assigned to positions. You can create a position hierarchy using the structure you have provided and can use that while defining the approval group using action types "hr position" (chain ends with an approver having a fixed position) OR "hr position level" (chain contains a fixed number of positions). This will require positions and jobs to be defined with eomloyees assigned and then creating the hierarchy. I'll not sure if you are using that at this moment. Also there can be multiple incumbents for "positions" like AP Accountant, Supervisor etc based on your organization size and structure.

    If you are not using position hierarchy in HRMS/ Purchasing as described above then, alternatively if you have single employee linked to each of the "positions" (in that sense if your are not using position hierarchy) and use same hierarchy for all your PR approvals then you can use the following approaches to have similar result:
    - Define an approval group with Chain of Authority action type. Voting Regime = 'Serial'. Use static option (Active List) to include the approvers and order them using group member's Order Number and type 'Unique', based on the structure you have given. You can use "HR People" for approver type or FND Users. Here you can use the action type "chain of authority includes an approval group" for list-creation rule type.

    - Define separate approval group for each "position" in your structure and include respective approver(s) using static or dynamic method (using query / function call). Thus for the structure given you'll have 5 approval groups. Here also you can use "HR People" for approver type or FND Users. Here you can use the action type "chain of authority includes an approval group" for list-creation rule type.

    Now these approval groups need to be included in Rule(s) that you define and any associated condition based on your business requirement.

    - Using another approach you can define Jobs and assign employees to these jobs. Additionally you can populate supervisors for each employee. This has to be properly maintained when there are changes in reporting hierarchy. Populate "Approval Authority" field in job definition if you want to use "chains of authority based on absolute job level" action type for this one. If employee-supervisor data is maintained then you can also use "chains of authority based on number of supervisory levels" action type.
    What action types should I use?
    Possible action types for you.

    "chain of authority includes an approval group" >> if you are using approval group

    "chains of authority based on absolute job level" >> can go upto 10 job levels. You need to populate "Approval Authority" field in job definition for all jobs to be used here.

    "chains of authority based on number of supervisory levels" >> can go upto 10 supervisor levels provided you are maintaing employee-supervisor link.
    Should I use the conditions?
    Based on how your approval rules work in real life. e.g. it may the case that Supervisor can approve upto $10,000 with no additional approval; Director can approver upto $100,000 with no addiitonal approval and anyhting beyond $100,000 goes to CEO for approval after getting approved from all the approvers in that chain.

    If your approval rules work this way then you need to setup conditions. Any rule setup without a conditions is true for all the transaction for that transaction type.
    Is Approval Group required for each position?
    If you are using HR Positions in AME then it will work based on position hierarchy defined, based on transaction requestor's position, the position hierarchy s/he belongs to and whether action type is "hr posiiton" (a particular position as end of chain) or "hr position level" (position level, say upto first 7 positions up... can go upto 10).
    How to link between the approval group and action?
    If you are using an approval group and defining rules then based on rule type selection you'll be able to use approval group for "chain of authority includes an approval group" action type. These rule types include list-creation, pre-list approval-group, post-list approval-group, combination etc.

    Hope this helps.

    Thanks
    Supro
  • 5. Re: AME for iProcurement requisitions
    483753 Newbie
    Currently Being Moderated
    Thanks for the helpful information.
    I created static Approver Groups assigned to specific positions, then I created Action Type HR position (Chains of authority based on a particular HR position), and I included the new Approval groups to it.
    Also I created new condition (REQUISITION_TOTAL is greater than 0,USD).
    Then I created new role with type (Combination: List Creation), and I added the condition and the action to that role.

    I did test the role and everything is OK.

    but when submitting new REQ, error appered in the WF:



    Error Message ORA-06502: PL/SQL: numeric or value error: character string buffer too small ORA-06512: at "APPS.PO_REQAPPROVAL_INIT1", line 7823 ORA-06512: at "APPS.POR_AME_APPROVAL_LIST_WF1S", line 467 ORA-20001: Oracle Approvals Management has found parallelization configuration details. The context in which ame_api has been invoked does not support parallelization.

    Error Stack POR_AME_APPROVAL_LIST_WF1S.Get_Next_Approver(Get_Next_Approver: 002-50328-REQUISITION-PURCHASE, ORA-20001: Oracle Approvals Management has found parallelization configuration details. The context in which ame_api has been invoked does not support parallelization.) Wf_Engine_Util.Function_Call(POR_AME_APPROVAL_LIST_WF1S.GET_NEXT_APPROVER, REQAPPRV, 50328-155420, 125054, RUN)



    Please your kindly help,

    Best Regards,
    Yasser
  • 6. Re: AME for iProcurement requisitions
    648457 Explorer
    Currently Being Moderated
    I created static Approver Groups assigned to specific positions, then I created Action Type HR position (Chains of authority based on a particular HR position), and I included the new Approval groups to it.
    Also I created new condition (REQUISITION_TOTAL is greater than 0,USD).
    Then I created new role with type (Combination: List Creation), and I added the condition and the action to that role.

    I did test the role and everything is OK.
    Based on your post above what I understand is that:
    - You have created an approval group with static approver(s) assigned to it
    - You have also created rule(s) with rule type Combination: List Creation and using the action type as "Chains of authority based on a particular HR position" (based on particular HR position). Although it is not clear from the post whether you have HR positions defined in HRMS (Full) / Purchasing (shared HR). You may perform setup based on HR position action type etc without having actual positions defined and Jobs & employees assigned to it. It won't create problem during setup as it is validated during runtime based on requestor's assignment.

    Also I need to understand how you are using the combination list-creation rule, is it for "combining multiple
    list-creation, pre-chain, and/or post-chain actions" OR for "combining multiple list-modification and/or substitution actions".

    You need to understand that, you cannot use static approvers through approval groups and auto generated approvers say for HR position or Job etc together where parallelization is not supported. Currently AME for PRs doesn't support parallelization of approvers.
    Actually what is happenig here is that, AME is trying to "insert" the static approver based on your approval group between auto generated approvers as per "Chains of authority based on a particular HR position". Thus it is instructing AME to process those 2 separate type of approvers in parallel and hence it is raising parallelization error. Use only one method for generating your approver list.

    Thanks
    Supro
  • 7. Re: AME for iProcurement requisitions
    483753 Newbie
    Currently Being Moderated
    Hi,

    Thanks for the continues help.
    I have HR positions and Jobs defined and assigned to employees in HRMS (Full).

    To solve the parallelization issue:
    - I have created an approval group with static positions assigned to it
    - I have also created rule with rule type “List Creation” and using the action type as "*chain of authority includes an approval group*" (based on the approval groups).
    Is this should solve the parallelization issue?
    Anyway I still receive the same error message!
    Please your kindly help.

    Best Regards,
    Yasser
  • 8. Re: AME for iProcurement requisitions
    483753 Newbie
    Currently Being Moderated
    Please any body can help?
  • 9. Re: AME for iProcurement requisitions
    648457 Explorer
    Currently Being Moderated
    You need to debug the issue using some checks and trying different options.

    1. Please check whether Configuration Variable "allowFyiNotifications" is set to 'Yes'. If set to Yes then set it to No. AME does not support this for iProcurement.


    2. Check the voting regime of the approver groups which are having the issue are set to 'Serial'.

    Groups Tab -> Select the appropriate Approval Group -> Voting Regime -> Set to 'Serial'

    3. Check the order number for the approval groups / approvers withing the approval group have unique order number
    i.e.
    For 1st Approval Group, Order Number = 1
    For 2nd Approval Group, Order Number = 2 etc
    There should not be same order number for 2 groups, if there are multiple approval groups

    For Approvers (members) within the approval group
    For 1st Approver, Order Number = 1
    For 2nd Approver, Order Number = 2 etc
    There should not be same order number for 2 approvers

    If you find any issue as mentioned in point 1-3 then correct that and test. Otherwise you can follow these Metalink Notes for debugging. These tests will required backend access for running queries ...may be in some cases APPS.

    Doc ID: 428552.1 >> How To Diagnose Issues With Approvals Management Engine (AME) In Procurement
    Doc ID: 338508.1 >> Error "Oracle Approvals Management has found parallelization configuration..."

    Otherwise for testing purpose try to set it up in a different way to identify the problem and to confirm if any patch is needed.
    - I have created an approval group with static positions assigned to it
    4. For testing purpose, can you define 1 approval group for each position and then assign the respective position to the corresponding group. i.e. 1 group for Buyer and assign Buyer position; group order number unique & 1.
    1 group for say Accountant and assign Accountant position; group order number unique & 2 etc upto CEO position. I think you have total 5.
    Define a rule and assign include all groups.
    Test the approval process.

    5. Since you have defined the positions and assigned jobs & employees try setting it up in a different way and test.
    Do not use approval group in this case. In the rule use action type "chains of authority based on a particular HR position". Before you can use this go to Actions tab and for "hr position" action type add an action and specify the CEO's position (Requires Approval upto).
    If not already defined, you might have define the usage for following mandatory attributes required for "hr position" action type for "Purchase Requisition Approval" transaction type. Attributes tab >> Add Attribute >> Pick from LOV >> "Use Selected Name" button >> Continue.
    Also set the values of these mandatory attributes for this action type. Check AME implementation guide for details.

    NON_DEFAULT_POSITION_STRUCTURE_ID
    NON_DEFAULT_STARTING_POINT_POSITION_ID
    TRANSACTION_REQUESTOR_POSITION_ID

    Now setup a rule and select "chains of authority based on a particular HR position". It you ask you to select the action previously defined under "hr position" action type.
    Complete the setups and test.

    Thanks
    Supro
  • 10. Re: AME for iProcurement requisitions
    483753 Newbie
    Currently Being Moderated
    Hi Supro,

    Thanks for support. The problem solved.
    The problem was in the AME setup for this transaction type. I checked the Note 338508.1 - Error "Oracle Approvals Management has found parallelization configuration..."
    - This note contains a script (checkAME11510Setup.sql) which can be used to validate AME setups also.


    The scripts in that note solve the parallelization problem.

    Thanks and best regards,
    Yassere

    Edited by: myaserk on 23/08/2009 02:27 ص
  • 11. Re: AME for iProcurement requisitions
    648457 Explorer
    Currently Being Moderated
    Hi Yassere,
    good to hear that your issue is resolved now.
    I would request you to share the information regarding exactly which AME setup issue was causing the problem, so that other members get benefitted from your experience.

    Best of luck for your AME journey.

    Regards,
    Supro
  • 12. Re: AME for iProcurement requisitions
    470871 Newbie
    Currently Being Moderated
    Hi Supro,

    My company is trying to make use of AME in Purchase requisitions. Here we use Position hierarchy and approval groups in core applications in 11i. But position hierarchy is not supported on AME by Oracle in 11.5.10.2.

    Which is the closest action type that can be used instead of HR positions? Is it possible to make use of these position hierachies in any way in the new action type? As it allows business users to continue maintaining position hierarchies in core apps.

    Another question is, how to setup an ability to change first default approver while submitting requisitions for approval AFTER the pre-chain-of-authority approvals.

    Thanks in Advance
    Chetan
  • 13. Re: AME for iProcurement requisitions
    722641 Newbie
    Currently Being Moderated
    Hi Supro

    i've been going through the suugestion you came up with here and thanks,i'm also impementing AME and i get a problem with my solution,if you can assist, please it will be much appretiated

    scenario below:

    Action Type:
    NAME: Hr Possition, then i created the possitions as set up in HR and on the possition hirerarchy (i.e. 02.manager)

    Conditions:
    Condition Type: Ordinary
    Attribute: PO_COST_CENTER
    Data Type: String
    Item Class: Line Item
    String Value : Cost Center Number (i.e. 20050)
    AND;
    REQUISITION_TOTAL is greater than or equal to 0 and less than or equal to 20000,ZAR

    Rule:
    Action Type:hr possition
    Action:Requires approval up to HR Positions:02.Manager

    I've set up the document type in Purchasing appropriately
    (i.e.
    Approval Workflow: Requisition
    Workflow Start Process: Main Requisition Approval
    Approval Transaction Type: PURCHASE_REQ
    Forward Method: Hierarchy
    Default Hierarchy: Requisition Hierarchy
    Security Level: Purchasing;

    when i create a requisition it doesn't go to (02.Manager),it goes to just another manager on the hierarchy and for some users i get a workflow error(Set Ame Attibutes)

    can someone please assist,this is rather agent.

    thanks in advance

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