Ame AP Approval Setup

AME Setup
Steps for AP Invoice Approval AME setup
Step 1: Naviga on to Profile op ons
System Administrator àProfile à system
[http://3.bp.blogspot.com/-rrZ3Hb7NXWM/UX7TNtX6JLI/AAAAAAAAAAk/6g1Qzo9TozI/s1600/abcm.png]
Setup 2 : Enter Applica on and Profile details and Press Find Bu on.
[http://2.bp.blogspot.com/-fV6oyXrHRkE/UX7T7w2y0XI
/AAAAAAAAAAs/yBKmIX9_R_g/s1600/abcm.png]
Step 3 : Change the AME Installed Value to YES as shown below
[http://3.bp.blogspot.com/-Q8ndX0H3GM0/UX7Usp-ecrI/AAAAAAAAAA4
/eb1Sb0MTr0c/s1600/abc1.png]
[http://3.bp.blogspot.com/-Q8ndX0H3GM0/UX7Usp-ecrI/AAAAAAAAAA4/eb1Sb0MTr0c/s1600/abc1.png]
Step 4 : Change to Payables Responsibilty and Navigate to Payables Op ons
[http://1.bp.blogspot.com/-__wkwOMJzF4/UX7VwJCcbEI
/AAAAAAAAABE/L_bLm-gF9dA/s1600/abc2.png]
Step 5 : Enter the Opera ng Unit Name.

[http://3.bp.blogspot.com/-QCzePoiQcRQ/UX7WTe5W8SI
/AAAAAAAAABM/fKkhPwdW4j0/s1600/abc3.png]
Step 6 : Navigate to Approval Tab and Enable ‘Use Invoice Approval Workflow ‘ as shown below
[http://1.bp.blogspot.com/-VIK7MSUwNFw/UX7WzvmlQwI
/AAAAAAAAABc/-n0K4KVSVn4/s1600/abc4.png]
Step 7: Switch to Approvals Management Business Analyst Responsibility .
[http://2.bp.blogspot.com/-mfuUioXb4a4/UX7XXtNQY7I
/AAAAAAAAABo/046G4bMIQqA/s1600/abc5.png]
Step 8 : Enter the Transac on Type as ‘ Payables Invoice Approval ’
[http://1.bp.blogspot.com/-q94gSuhuX4I/UX7Xx2H3THI
/AAAAAAAAAB0/ZfbKDm43lfE/s1600/abc6.png]
Step 9: Press the Approval Groups Bu on as shown above Screen shot.
Create the Approval Group with the Below Values
In the Query I have wri en the func on which will return the Accoun ng Manager in the Test instance.
[http://2.bp.blogspot.com/-Cd9brH8_0Mc/UX7YQyac9mI
/AAAAAAAAACA/ystEd423DZo/s1600/abc7.png]
Step 10: Navigate to Ac on Types Bu on.
And select Ac on type as Pre Chain of Authority Approvals as shown below

[http://3.bp.blogspot.com/-W3zHOsRTWzs/UX7Ytla_KqI
/AAAAAAAAACM/OUcMNTvtODE/s1600/abc8.png]
You will get the Ac on value as ‘Require pre-approval from OSD Account Manager Approval’
[http://2.bp.blogspot.com/-b3u_BZxIuAw/UX7ZHqOVA5I
/AAAAAAAAACU/hH221T3H_u4/s1600/abc9.png]
Step 11 : Create a Rule by following below Steps ,
a) Enter the Name of the Rule Example : osd Approval Management Approval,Rule type : Combina on : List Crea on, Item
Class : Header as shownbelow
[http://2.bp.blogspot.com/-A4J58GsDIw4/UX7Zh4TyUII
/AAAAAAAAACc/tre_EymZvpQ/s1600/abc10.png]
a) As there are no Condi ons , press the next bu on.
b) Select the Ac on Type as ‘Pre Chain of Authority Approvals’ and Ac on as ‘pre-approval from OSD Account Manager
Approval’ .
Step 4 : Finish
[http://1.bp.blogspot.com/-fuJ7jr9lRgM/UX7aJ4gM1sI
/AAAAAAAAACk/tlgEsKnE3NY/s1600/abc11.png]
Comple on of AME Setup
Step 12 : Navigate to Payables Manager
Create An invoice by Entering the Header and line Informa on.
[http://1.bp.blogspot.com/-hItPAGivu5c/UX7alWy5qOI
/AAAAAAAAACs/4oRSzf2vsRg/s1600/abc12.png]
Entering the Line Informa on.
[http://1.bp.blogspot.com/-tOhHbTEl7RA/UX7a-j2FrAI
/AAAAAAAAAC0/9gz_zjl-_5U/s1600/abc13.png]
Now By Pressing the Distribu on Bu on.
Enter the Distribu on Level details as shown below screen shot.
[http://1.bp.blogspot.com/-QvaUsQjql2U/UX7bbb53M3I
/AAAAAAAAAC8/8Wbk-ux_dOw/s1600/abc14.png]
Once the Account is Generated.
àNavigate to Invoice page Ac ons .
Enable the Check box Validate and press OK bu on
[http://4.bp.blogspot.com/-THf1ienZyWE/UX7b04qXDfI
/AAAAAAAAADE/cz5G6ONPEsY/s1600/abc15.png]
Create the Account by Enabling the Create Accoun ng check box and Final and press OK from the Above Screen.
Once the Account is Generated Run the ‘Invoice Approval Workflow’ .
Naviga on : view à Requests

Parameters :
Supplier Name ,Invoice Num .
[http://2.bp.blogspot.com/-y1b1qiU0IEs/UX7cX_3C11I
/AAAAAAAAADM/wK9DMjkw2NA/s1600/abc16.png]
[http://4.bp.blogspot.com/-etnRaNxeOFM/UX7cmo8qGtI
/AAAAAAAAADU/0uoDLlBtDis/s1600/abc17.png]
Once the Program complete successfully, follow the below steps
Navigate : Reports à View Invoice Approval History
You will get the Account Manager details for the Invoice and the no fica on will be sent to the Approver.
[http://3.bp.blogspot.com/-zrZCBbmUWr0/UX7dEjcPKWI
/AAAAAAAAADc/kRqGA2yv240/s1600/abc18.png]
CREATE OR REPLACE FUNCTION XX_GET_APPROVER( p_invoice_id IN NUMBER )
RETURN VARCHAR
IS
l_person_id NUMBER := 0 ;
l_count NUMBER := 0;
V_OPERATING_UNIT VARCHAR2(2000):=NULL;
V_ORG_ID NUMBER := 0;
l_return_val VARCHAR2(200) := NULL;
BEGIN
BEGIN
SELECT COUNT(*)
INTO l_count
FROM ap_invoices_all ail,
ap_suppliers aps
-- po_lookup_codes plc
Where Ail.Vendor_Id = Aps.Vendor_Id
And NVL(Aps.Vendor_Type_Lookup_Code,'XYZ') <>'OUTSOURCING'
-- AND aps.vendor_type_lookup_code <>'OUTSOURCING'
-- and aps.vendor_type_lookup_code = plc.lookup_code
AND ail.invoice_type_lookup_code IN ('PREPAYMENT', 'STANDARD','MIXED')

AND ail.invoice_id = p_invoice_id;
-- and plc.lookup_type <> 'VENDOR TYPE' ;
EXCEPTION
WHEN OTHERS THEN
DBMS_OUTPUT.PUT_LINE('Invoice does not exist :');
END;
DBMS_OUTPUT.PUT_LINE('Invoice does not exist l_count :'||l_count);
IF l_count >= 1 THEN
BEGIN
SELECT org_id
INTO V_ORG_ID
FROM ap_invoices_ALL
WHERE invoice_id=p_invoice_id;
EXCEPTION
WHEN OTHERS THEN
DBMS_OUTPUT.PUT_LINE('Invoice orgid does not exist :');
END;
DBMS_OUTPUT.PUT_LINE('Org id Value :'||v_org_id);
BEGIN
SELECT name
INTO V_OPERATING_UNIT
FROM hr_opera ng_units
WHERE organiza on_id=v_org_id;
EXCEPTION
WHEN OTHERS THEN
DBMS_OUTPUT.PUT_LINE('opera ng unit does not exist :');
END;
DBMS_OUTPUT.PUT_LINE('Org id Value :'||V_OPERATING_UNIT);

BEGIN
IF v_opera ng_unit LIKE 'opera ons' THEN
SELECT paf1.person_id
INTO l_person_id
FROM HR_ALL_POSITIONS_F HAPF,
PER_JOBS PJB ,
PER_ALL_PEOPLE_F PAF1,
FND_USER FU ,
PER_ALL_ASSIGNMENTS_F PAAF
WHERE SUBSTR(HAPF.name,INSTR(HAPF.name,'.',1)+1,15)='Account Manager'
AND PJB.NAME ='Manager'
AND PAAF.PERSON_ID =PAF1.PERSON_ID
AND HAPF.JOB_ID = PJB.JOB_ID
AND PAAF.JOB_ID =PJB.JOB_ID
AND PAAF.POSITION_ID =HAPF.POSITION_ID
AND (sysdate BETWEEN PAAF.EFFECTIVE_START_DATE AND PAAF.EFFECTIVE_END_DATE)
AND (sysdate BETWEEN paf1.effec ve_start_date AND paf1.effec ve_end_date)
AND PAAF.JOB_ID =HAPF.JOB_ID
AND FU.EMPLOYEE_ID =PAF1.PERSON_ID
AND rownum =1
AND SUBSTR(HAPF.name,1,2) IN
(SELECT FLEX_VALUE
FROM FND_FLEX_VALUE_SETS FFVS,
FND_FLEX_VALUES FFV ,
FND_FLEX_VALUES_TL FFVT
WHERE FFVS.FLEX_VALUE_SET_ID=FFV.FLEX_VALUE_SET_ID
AND FFV.FLEX_VALUE_ID =FFVT.FLEX_VALUE_ID
AND FFVT.LANGUAGE ='US'

AND FLEX_VALUE_SET_NAME ='opera ons_Company'
AND FFVT.DESCRIPTION ='Opera ons'
);
elsif v_opera ng_unit='glass' THEN
INTO l_person_id
PER_JOBS PJB ,
FND_USER FU ,
AND PJB.NAME ='Accountant' --'Manager'
AND rownum =1
(SELECT FLEX_VALUE
AND FLEX_VALUE_SET_NAME ='Company'
AND FFVT.DESCRIPTION ='glass'
);
Elsif v_opera ng_unit LIKE 'suretech' THEN
INTO l_person_id
PER_JOBS PJB ,
FND_USER FU ,
AND rownum =1
(SELECT FLEX_VALUE
AND FLEX_VALUE_SET_NAME ='child_Company'
And Ffvt.Descrip on ='child'
);
Elsif v_opera ng_unit='master' THEN
INTO l_person_id
PER_JOBS PJB ,
FND_USER FU ,
AND rownum =1
(SELECT FLEX_VALUE
AND FLEX_VALUE_SET_NAME ='master_Company'
AND FFVT.DESCRIPTION ='master'
);
ELSE
l_person_id:=0;
END IF;
EXCEPTION
WHEN OTHERS THEN
l_person_id :=0;
END;
DBMS_OUTPUT.PUT_LINE('person id Value :'||l_person_id);
ELSE
l_person_id :=0;
END IF;
DBMS_OUTPUT.PUT_LINE('Invoice does not exist l_person_id :'||l_person_id);
l_return_val := 'person_id:' ||TO_CHAR(l_person_id);
RETURN (l_return_val);
EXCEPTION
WHEN OTHERS THEN
l_person_id :=0;
Return (L_Return_Val);
End XX_Get_Approver;
Posted 29th April 2013 by Unknown
Labels: AME setup
3 View comments
Deepak Kandpal 9 February 2016 at 19:29

Thank You. Nice work.
Reply
Sridevi K 21 December 2016 at 21:53

Regards
Sridevi Koduru (Senior Oracle Apps Trainer Oracleappstechnical.com)
LinkedIn profile - https://in.linkedin.com/in/sridevi-koduru-9b876a8b
Please Contact for One to One Online Training on Oracle Apps Technical, Financials, SCM, SQL, PL/SQL, D2K at
training@oracleappstechnical.com | +91 - 9581017828.
Reply
Nitesh Kumar 19 May 2017 at 03:40

I really appreciate information shared above. It’s of great help. If someone want to learn Online (Virtual) instructor lead
live training in Oracle AME , kindly contact us http://www.maxmunus.com/contactMaxMunus Offer World Class Virtual
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AME Setup

Steps for AP Invoice Approval AME setup

Step 1: Naviga on to Proﬁle op ons

System Administrator àProﬁle à system

Step 3 : Change the AME Installed Value to YES as shown below

Step 5 : Enter the Opera ng Unit Name.

Step 7: Switch to Approvals Management Business Analyst Responsibility .

Step 9: Press the Approval Groups Bu on as shown above Screen shot.

Create the Approval Group with the Below Values

Step 10: Navigate to Ac on Types Bu on.

And select Ac on type as Pre Chain of Authority Approvals as shown below

Step 11 : Create a Rule by following below Steps ,

a) As there are no Condi ons , press the next bu on.

Comple on of AME Setup

Step 12 : Navigate to Payables Manager

Create An invoice by Entering the Header and line Informa on.

Entering the Line Informa on.

Enter the Distribu on Level details as shown below screen shot.

Once the Account is Generated.

àNavigate to Invoice page Ac ons .

Enable the Check box Validate and press OK bu on

Once the Account is Generated Run the ‘Invoice Approval Workﬂow’ .

Naviga on : view à Requests

Supplier Name ,Invoice Num .

Once the Program complete successfully, follow the below steps

Navigate : Reports à View Invoice Approval History

CREATE OR REPLACE FUNCTION XX_GET_APPROVER( p_invoice_id IN NUMBER )

l_return_val VARCHAR2(200) := NULL;

FROM ap_invoices_all ail,

Where Ail.Vendor_Id = Aps.Vendor_Id

And NVL(Aps.Vendor_Type_Lookup_Code,'XYZ') <>'OUTSOURCING'

-- AND aps.vendor_type_lookup_code <>'OUTSOURCING'

-- and aps.vendor_type_lookup_code = plc.lookup_code

AND ail.invoice_type_lookup_code IN ('PREPAYMENT', 'STANDARD','MIXED')

-- and plc.lookup_type <> 'VENDOR TYPE' ;

WHEN OTHERS THEN

DBMS_OUTPUT.PUT_LINE('Invoice does not exist :');

DBMS_OUTPUT.PUT_LINE('Invoice does not exist l_count :'||l_count);

IF l_count >= 1 THEN

WHEN OTHERS THEN

DBMS_OUTPUT.PUT_LINE('Invoice orgid does not exist :');

DBMS_OUTPUT.PUT_LINE('Org id Value :'||v_org_id);

FROM hr_opera ng_units

WHERE organiza on_id=v_org_id;

WHEN OTHERS THEN

DBMS_OUTPUT.PUT_LINE('opera ng unit does not exist :');

DBMS_OUTPUT.PUT_LINE('Org id Value :'||V_OPERATING_UNIT);

IF v_opera ng_unit LIKE 'opera ons' THEN

FROM HR_ALL_POSITIONS_F HAPF,

WHERE SUBSTR(HAPF.name,INSTR(HAPF.name,'.',1)+1,15)='Account Manager'

AND PJB.NAME ='Manager'

AND PAAF.PERSON_ID =PAF1.PERSON_ID

AND HAPF.JOB_ID = PJB.JOB_ID

AND PAAF.JOB_ID =PJB.JOB_ID

AND PAAF.POSITION_ID =HAPF.POSITION_ID

AND (sysdate BETWEEN PAAF.EFFECTIVE_START_DATE AND PAAF.EFFECTIVE_END_DATE)

AND (sysdate BETWEEN paf1.eﬀec ve_start_date AND paf1.eﬀec ve_end_date)

AND PAAF.JOB_ID =HAPF.JOB_ID