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Approvals Management Engine Integration With AGIS PDF
Approvals Management Engine Integration With AGIS PDF
Approvals Management Engine Integration With AGIS PDF
Intercompany Systems
An Oracle White Paper
Nov 2011
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EXECUTIVE OVERVIEW
The purpose of this document is to familiarize the users of Oracle Advanced Global
Intercompany Systems (R12) with the Approvals Management (Hierarchical Approval) feature.
This document provides details on the Usage and Setup of Approvals Management
(Hierarchical Approval) for Intercompany Transaction Approval.
INTRODUCTION
In release 12, Intercompany Transactions can be processed using Advanced Global
Intercompany System (AGIS). Advanced Global Intercompany System (AGIS) enables
integration with Approval Management to send Hierarchical Approval Notifications for
intercompany transactions. If Approval Management is not used, then system will send single
Approval Notification based on Security setups in Advanced Global Intercompany. Using
Approvals Management, system can send multiple Approval Notifications for approvals based
on Approvals Management Supervisor Hierarchy.
Note: - This functionality was introduced through the Patch 6995183
SCOPE
The scope of this Document is to understand the Integration of Approval Management with
Advanced Global Intercompany System. The document provides details on the usage and setup
of AME for intercompany transaction approvals. Please refer to Oracle Advanced Global
Intercompany System User's Guide and Oracle Approvals Management Implementation Guide
for more information.
While defining AME there are various options available for setting the approvals. However in
this whitepaper, we would be discussing the steps to define AME based on the Supervisor Level
approvals using the following usage attribute types:
1. Static Attribute Method
2. Dynamic Attribute Method
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Static Method:
Processing Advanced Global Intercompany Recipient Transaction with Supervisor
Hierarchical Approval Notifications Static Method: A static use specifies a fixed value for the attribute, for all items and transactions. It is a
common practice to give static use to most or all of the mandatory attributes. A static use
requires less runtime overhead than a dynamic use. Also, static use expresses uniform
business policies for all transactions in a given transaction type.
Static Method involves the following steps
1: Define Employee Hierarchy Setups (Mandatory)
2: Define Action Types for FUN Recipient Intercompany Transaction (Mandatory)
3: Define Rules for FUN Recipient Intercompany Transaction (Mandatory)
4: Define Attributes for FUN Recipient Intercompany Transaction (Mandatory)
5: Define Conditions for FUN Recipient Intercompany Transaction (Optional)
6: Define Approver Groups for FUN Recipient Intercompany Transaction (Optional)
7: Transaction process
Note: - Steps 5 and 6 are optional and hence not covered in this session. For more details
please refer Approval Management Engine (AME) Implementation guide
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Business Analyst Dashboard ->Select FUN Recipient Intercompany Transaction Setup button
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Choose Add Action and then select Action type as Supervisor level and select correct levels of
hierarchy.
As per the setup shown in this white paper if Require approvals up to the first two superiors is
selected then, first SAMMER will approve the AGIS transaction, after that notification will go to
supervisor SIVA. Once supervisor approves AGIS Batch then AGIS Batch status will change to
Approved.
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: All
Item Class
: All
Data Type
: All
Name
: SUPERVISORY_NON_DEFAULT_STARTING_POINT_PERSON_ID
Select GO Button and then Choose Update button for the attribute
SUPERVISORY_NON_DEFAULT_STARTING_POINT_PERSON_ID
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Data Type
: Number
: Blank
Usage Type
Value
: Subordinate employee id
Here user needs to give starting point as Subordinate employee id. Based on the subordinate
employee id AGIS will get the Supervisor employee hierarchy setup details.
In this case, SAMEER is the subordinate for supervisor SIVA. Hence we gave employee id of
SAMEER which is 31418.
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2. TOP_SUPERVISOR_PERSON_ID
Navigation: Approval Management Business Analyst ->Business Analyst Dashboard->Setup>Attributes
: All
Item Class
: All
Data Type
: All
Name
: TOP_SUPERVISOR_PERSON_ID
Choose GO Button and then Select Update button for the attribute
TOP_SUPERVISOR_PERSON_ID
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Data Type
: Number
: Blank
Usage Type
Value
: Supervisor employee id
And choose apply button.
Here user needs to give ending point as Supervisor employee id to close the approval
notifications.
For SAMEER, SIVA is the supervisor hence we gave Supervisor employee id that is 31638.
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Initiator Organization
: SOracle Hyderabad
Recipient Organization
: SOracle Bangalore
SOracle Bangalore AGIS Organization access given to SAMEER .Once SAMEER approves
recipient notification then final approval notification will goes to SIVA (Supervisor).
In the above example batch number 70 was received by SOracle Bangalore for approval
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Navigation: General Ledger Super Responsibility->Others-> Notifications -> Open Notifications >Select Go
Here Supervisor SIVA received notification for final approval from Subordinate SAMEER
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General Ledger Super ->Others-> Notifications -> Open Notifications ->Select Update
Supervisor (SIVA) can now select the Approve button and complete the approval
process.
Navigation: Intercompany Super user->Transaction->Inbound ->Query the Batch number 70
Here Transaction status changed as Approved because batch approved by the final
approver that is SIVA (Supervisor).
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Dynamic Method:
Processing Advanced Global Intercompany Recipient Transaction with supervisor
Hierarchical approval notifications with Dynamic Method:
A dynamic use specifies an SQL query that AME executes at run time .This query fetches the
attribute's value for each item in the attribute's item class, for a given transaction. The execution
of dynamic attribute use constitutes the majority of AME's run time overhead. Therefore,
optimizing your dynamic use can have a big impact on AME's performance. Ensure you
optimize these queries thoroughly, especially if the Transaction type that owns them processes
a high volume of transactions.
Multiple users would be having the same initiator and recipient organization access. System
picks the approval hierarchy on the basis of the employee id of the user who would be creating
the transaction.
SOracle Hyderabad (Initiator) and SOracle Bangalore (Recipient) organization access was
given to INIT_USER, INIT_MGR, REPT_USER and REPT_MGR
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Business Analyst Dashboard ->Select FUN Recipient Intercompany Transaction Setup button
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Select Add Action and choose Action type as Supervisory level and select correct levels of
hierarchy.
REPT User is the subordinate and REPT MGR is the Supervisor as per the Hierarchy. If
Require an approval up to the first two levels is selected then first REPT User will approve the
AGIS transaction, after that notification will go to supervisor REPT MGR. Once supervisor REPT
MGR approves AGIS Batch then AGIS Batch status will change to Approved.
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: All
Item Class
: All
Data Type
: All
Name
: SUPERVISORY_NON_DEFAULT_STARTING_POINT_PERSON_ID
Select Go and then choose Update button for the attribute
SUPERVISORY_NON_DEFAULT_STARTING_POINT_PERSON_ID
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Data Type
: Number
Approver Type
: HR People
Value Set
: Blank
Usage Type
Value
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Initiator Organization
: SOracle Hyderabad
Recipient Organization
: SOracle Bangalore
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Here Supervisor REPT_MGR, received final approval notification from Subordinate that is
REPT_USER
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General Ledger Super ->Others-> Notifications -> Open Notifications ->Select Update-> Choose
Approve
Supervisor (REPT_MGR) can now select the Approve button and complete the approval
process
Navigation: Intercompany Super user->Transaction->Inbound->Query Batch number 88
Here Transaction status changed as Approved as batch approved by the final approver, SIVA
(Supervisor).
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White Paper Title: Approvals Management Engine (AME) Integration with Advanced Global Intercompany Systems
[NOV] 2011
Author: Sivaranganath Chittapragada, ISC
Contributing Authors:
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All rights reserved.
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