The document describes the setup required for an automated lease approval workflow in Oracle Property Manager. Key steps include:
1. Creating employees and assigning supervisors in HRMS to define the approval hierarchy.
2. Configuring the seeded "PN: Lease Approval Workflow" in Workflow Developer Studio and linking it to the "oracle.apps.pn.lease.leasestatus" business event.
3. Setting up attributes, actions, conditions, and approver groups for the workflow in Oracle Approvals Management, and creating users to fulfill the necessary responsibilities for property manager, system administrator, and workflow administration.
Select All Record From Tools Menu On Find Receipts For Matching FormAhmed Elshayeb
Select All Record From Tools Menu On Find Receipts For Matching Form
كيفية إختيار جميع السطور أثناء عمل المطابقة في فاتورة مدفوعات بمجرد إختيار في القوائم
Here are the steps to assign the custom representative type to an employee:
16. Click Add.
17. In the Responsibility field, select the custom representative type XXFIT_REP.
18. Click Save.
This assigns the custom representative type XXFIT_REP to Patricia Smith.
1. Extensions in Oracle Application Framework are needed when the standard system does not meet business needs or when customizing the UI or logic is required.
2. Key terminology includes pages, regions, view objects, application modules, and controllers. The application path and associated objects must be understood.
3. Extensions are made by extending view objects, controllers, and application modules. This involves creating new classes, substituting objects, and using personalizations to deploy the changes.
The document provides a step-by-step guide for setting up general ledger options in an accounting system. It discusses setting up legal entities, ledgers, and reporting currencies. Key steps include:
1. Setting up legal entities by defining identifying information like the legal entity name, identifier, and address. Balancing segments can also be assigned.
2. Creating ledgers and assigning them to legal entities. Options like the accounting method, currencies, and journal approval processes are configured.
3. Defining reporting currencies to track balances and transactions in additional currencies for reporting purposes. Exchange rates must be maintained for currency conversions.
Oracle hcm cloud configuring approval workflowFeras Ahmad
Oracle HCM Cloud uses human workflow automation to route approval tasks through a predefined sequence. It controls workflows for processes like hiring and promotions. Users can define simple or complex task routing policies. The system is integrated with HCM to determine approvers based on factors like supervision hierarchy, responsibilities, and job level. Workflows allow humans to interact with processes, such as approving purchases. They provide full task lifecycle management including rerouting, escalating, and setting deadlines. An example transfer workflow is configured to require approval from a user if the employee's current salary is over $9,000 and in the sales department. Workflows integrate with personnel records to update status.
This document provides a training guide for using the Oracle EBS R12 Human Resources system. It covers topics such as starting Oracle applications, choosing a responsibility, navigating forms, getting help, and the core HR functionality including entering employee data, recruitment, defining work structures, and administration settings. The guide is intended to help FUJCCI HR staff learn the essential functionality of Oracle HRMS. It provides step-by-step instructions on common HR tasks in Oracle such as hiring, promotions, payroll, and system configuration.
The document provides instructions for setting up Oracle HRMS, including creating responsibilities, users, flex fields, business groups, locations, divisions, departments, jobs, positions, and hierarchies. Key steps include defining flex field structures for jobs, positions, competencies, grades, cost allocation, and people groups; creating a business group and attaching flex fields and profiles; adding locations, divisions, and departments; building organization hierarchies; and establishing jobs and positions.
1. Compensation Elements Setup covers defining elements, making manual element entries, defining element input values, writing formulas, defining formula processing rules, linking elements, defining absence types, deleting element entries, and defining element balances.
2. To define an element, you enter dates, names, a classification, processing type and rules, currency, and other attributes. Elements represent compensation and benefit types or earnings and deductions.
3. Key element attributes include the primary classification, processing type (recurring or nonrecurring), termination rule, ability to allow multiple or additional entries, and indicators for payroll processing, indirect results, adjustments only, and third party payments.
Select All Record From Tools Menu On Find Receipts For Matching FormAhmed Elshayeb
Select All Record From Tools Menu On Find Receipts For Matching Form
كيفية إختيار جميع السطور أثناء عمل المطابقة في فاتورة مدفوعات بمجرد إختيار في القوائم
Here are the steps to assign the custom representative type to an employee:
16. Click Add.
17. In the Responsibility field, select the custom representative type XXFIT_REP.
18. Click Save.
This assigns the custom representative type XXFIT_REP to Patricia Smith.
1. Extensions in Oracle Application Framework are needed when the standard system does not meet business needs or when customizing the UI or logic is required.
2. Key terminology includes pages, regions, view objects, application modules, and controllers. The application path and associated objects must be understood.
3. Extensions are made by extending view objects, controllers, and application modules. This involves creating new classes, substituting objects, and using personalizations to deploy the changes.
The document provides a step-by-step guide for setting up general ledger options in an accounting system. It discusses setting up legal entities, ledgers, and reporting currencies. Key steps include:
1. Setting up legal entities by defining identifying information like the legal entity name, identifier, and address. Balancing segments can also be assigned.
2. Creating ledgers and assigning them to legal entities. Options like the accounting method, currencies, and journal approval processes are configured.
3. Defining reporting currencies to track balances and transactions in additional currencies for reporting purposes. Exchange rates must be maintained for currency conversions.
Oracle hcm cloud configuring approval workflowFeras Ahmad
Oracle HCM Cloud uses human workflow automation to route approval tasks through a predefined sequence. It controls workflows for processes like hiring and promotions. Users can define simple or complex task routing policies. The system is integrated with HCM to determine approvers based on factors like supervision hierarchy, responsibilities, and job level. Workflows allow humans to interact with processes, such as approving purchases. They provide full task lifecycle management including rerouting, escalating, and setting deadlines. An example transfer workflow is configured to require approval from a user if the employee's current salary is over $9,000 and in the sales department. Workflows integrate with personnel records to update status.
This document provides a training guide for using the Oracle EBS R12 Human Resources system. It covers topics such as starting Oracle applications, choosing a responsibility, navigating forms, getting help, and the core HR functionality including entering employee data, recruitment, defining work structures, and administration settings. The guide is intended to help FUJCCI HR staff learn the essential functionality of Oracle HRMS. It provides step-by-step instructions on common HR tasks in Oracle such as hiring, promotions, payroll, and system configuration.
The document provides instructions for setting up Oracle HRMS, including creating responsibilities, users, flex fields, business groups, locations, divisions, departments, jobs, positions, and hierarchies. Key steps include defining flex field structures for jobs, positions, competencies, grades, cost allocation, and people groups; creating a business group and attaching flex fields and profiles; adding locations, divisions, and departments; building organization hierarchies; and establishing jobs and positions.
1. Compensation Elements Setup covers defining elements, making manual element entries, defining element input values, writing formulas, defining formula processing rules, linking elements, defining absence types, deleting element entries, and defining element balances.
2. To define an element, you enter dates, names, a classification, processing type and rules, currency, and other attributes. Elements represent compensation and benefit types or earnings and deductions.
3. Key element attributes include the primary classification, processing type (recurring or nonrecurring), termination rule, ability to allow multiple or additional entries, and indicators for payroll processing, indirect results, adjustments only, and third party payments.
1. The document describes how to create a custom employee number generation process in Oracle Fusion HCM using sequences, functions, and fast formulas.
2. It involves creating a sequence, function to generate the desired sequence number, attaching a responsibility to generate numbers for any business group, and then creating a fast formula that calls the function to automatically generate employee, applicant, or contingent worker numbers.
3. The custom numbering convention ensures unique identifiers are systematically assigned for each person type.
This document provides instructions for configuring Financial Statement Generator (FSG) reports in Oracle General Ledger. It details the configuration of row sets, column sets, content sets, and row orders. The key components covered include defining rows and account assignments in row sets, defining columns and calculations in column sets, and using the autocopy feature to efficiently create new report components based on existing ones. The document recommends following best practices such as using standard naming conventions and sequencing for reports.
This document provides instructions for using various functions in Oracle HRMS related to compensation elements setup, salary administration, compensation entry and reporting, payroll processes, and generating reports. It includes steps for defining elements, making element entries, setting up input values, writing formulas, administering salaries, entering payment methods, running payroll, and submitting processes and reports. The document is intended as a guide for ADMM Human Resources and Payroll staff to facilitate using the essential functionality in Oracle HRMS.
This document summarizes a presentation on cost accounting enhancements in Oracle E-Business Suite Release 12, including the transition from Material Accounting Components (MAC) to Subledger Accounting (SLA) for process costing. Key points include increased flexibility in discrete costing using SLA, mapping of process costing transactions and setup between MAC and SLA, an example of tracking purchase price variances by product line using either mapping sets or category accounting, and notes on discrete inventory period close and upgrade processes in R12.
The document provides an overview of Oracle Payroll setup and processes. It discusses defining compensation elements and linking them to employees. It also covers creating payrolls, writing formulas, and processing payroll runs. The document outlines managing corrections and post-payroll activities like costing and transferring data to the general ledger.
This document provides an overview and tutorial on using Oracle Report Manager in R12. It discusses the presenter's background and objectives of the session. Key features of Report Manager are outlined, including how it provides an online repository for financial reports. The document then provides a case study example and goes through setting up Report Manager and a quick tutorial on creating a template, submitting a report, and viewing outputs. It concludes with tips, tricks and potential traps to be aware of when using Report Manager.
Encumbrance accounting in oracle ebs r12Sam Elrashedy
This document provides an overview of encumbrance accounting in Oracle EBS R12. It discusses the purpose and key concepts of encumbrance accounting. It also describes the setup required in Oracle General Ledger, Purchasing, and Payables modules. Finally, it outlines the encumbrance accounting process and year-end activities.
Oracle Fusion HCM provides four predefined tree structures - department trees, organization trees, position trees, and geography trees - to represent hierarchical organizational data. Department trees are mostly used for security and messaging, with departments as nodes. Organization trees can be automatically set up or custom built. Position trees establish reporting relationships. Geography trees specify locations for events. The document provides instructions for creating and structuring a department tree in Oracle Fusion.
A business group is the highest level of organization and the largest grouping of employees across which you may report. A Business Group holds a complete, self-contained set of information on work structures, remuneration policies and employees. Each Business Group can have just one particular set of segments defined for its Job, Position, Grade, Employee Group and Cost Allocation key flex fields.
A business group is a basically Human Resources organization to which you assign employees. You assign each operating unit to a business group in the financial options setup. You can assign the same business group to different operating units including to operating units in different financial sets of books. You can setup a separate business group for each operating unit if you want to segregate and maintain each group of employees separately. Oracle provides one setup business group you can use.
Training Guide Oracle EBS R12 Performance ManagementFeras Ahmad
The document discusses setting up appraisals in Oracle EBS R12 Performance Management. It provides steps to create and manage an appraisal template, including specifying validity dates and instructions, selecting competency and objective templates, and configuring sharing and learning path options. Upon completion, the user will be able to set up appraisals by defining templates that configure sections and control the appraisal process.
Using Oracle FastFormula for Payroll Calculations
- Oracle FastFormula is used to define and maintain formulas for pay and pay-related calculations. Some predefined formulas come with Oracle Payroll but can be copied and modified.
- Formulas are written for elements to validate input values, define element skip rules, and calculate run results. Formulas are associated with elements in the Formula Result Rules window.
- Formulas can access element input values using an Inputs statement for efficiency. Database items are used to access values from other elements.
This document provides instructions for setting up leave management and accrual plans in Oracle HCM. It outlines the steps to define absence categories and reasons, create absence types linked to elements, and establish accrual plans with formulas for calculating and carrying over accrued time off. Setting up accrual plans automatically generates five associated elements to track employee balances and accrual details. The accrual plans can then be assigned to employee jobs.
This document provides documentation on Oracle EBS Compensation Management module. It includes steps for creating salary elements and linking them, defining salary bases, defining additional salary components, defining grades, defining grade rates, defining pay scales and placing employees on grades. The tasks covered include creating recurring salary and wages elements, linking them to payrolls, defining monthly and hourly salary bases for the elements, adding codes for contract and special bonus reasons to the proposal_reason lookup, and defining grades.
- E-Business Tax was introduced in R12 to provide an improved tax solution and integrate tax determination across applications like Purchasing.
- Previously, tax was defined separately in Accounts Payable and could only be defaulted based on limited hierarchies. Country-specific requirements could not be easily incorporated.
- E-Business Tax provides a centralized repository and common set of services to determine, manage, record, and report tax consistently across transactions and applications. It supports tax rules based on jurisdiction, products, parties, and other attributes to accurately calculate taxes.
The document provides an overview of Oracle Approval Management Engine (AME) concepts including:
- AME enables defining approval rules and processes for Oracle applications based on conditions and actions.
- Transaction types separate transactions into categories that may require different approval rules.
- A transaction's approval process includes an approver list and productions that can assign values to variables.
- At runtime, AME evaluates rules and recalculates approver lists as approvals are received to account for changes.
This document provides an overview of the Oracle Learning Management system and discusses some key decisions that must be made when implementing it. It describes how OLM supports online and offline learning delivery and integrates with other Oracle applications like Human Resources and Financials. The document outlines OLM's main features, including catalog management, content administration, resources, enrollments, self-service interfaces, and its ability to handle internal and for-profit learning. It stresses the importance of planning before setting up OLM and adopting a staged approach, focusing first on essential areas based on an organization's learning requirements.
This document outlines the steps to set up and run retroactive pay by element in payroll, including creating a salary element, retro element, event group, and assignment set for retropay. It describes running payroll for two months, making a salary change, then running a retropay calculation from January to March 2000 to see the adjusted payroll results for March.
1. Steps are outlined to create a travel request special information type (SIT) in Oracle SSHR including defining the SIT, configuring a workflow process, defining a function, mapping the function to a menu, and personalizing the request form.
2. AME rules are then set up to route the customized travel request SIT through the new workflow process for approval.
Oracle Human Capital Management Setup DocumentRajendra Gudla
The document provides instructions for key setup tasks in implementing Oracle Fusion Human Capital Management (HCM), including:
1) Configuring the Oracle Fusion Applications super user with an email address for user management.
2) Provisioning the IT Security Manager role with user and role management entitlements.
3) Generating a setup task list by configuring Oracle Fusion HCM offerings and modules.
4) Defining implementation users with different roles for user creation, project management, and enterprise structure setup.
The document provides a scope of work for implementing a procurement system at CLIENT'S NAME. It outlines tasks such as business process analysis, functional configuration, training users, and post-implementation support. The tasks will be performed by p9Group and are designed to analyze processes, configure the system, integrate it, train users, test functionality, and provide documentation and support.
1. The document describes how to create a custom employee number generation process in Oracle Fusion HCM using sequences, functions, and fast formulas.
2. It involves creating a sequence, function to generate the desired sequence number, attaching a responsibility to generate numbers for any business group, and then creating a fast formula that calls the function to automatically generate employee, applicant, or contingent worker numbers.
3. The custom numbering convention ensures unique identifiers are systematically assigned for each person type.
This document provides instructions for configuring Financial Statement Generator (FSG) reports in Oracle General Ledger. It details the configuration of row sets, column sets, content sets, and row orders. The key components covered include defining rows and account assignments in row sets, defining columns and calculations in column sets, and using the autocopy feature to efficiently create new report components based on existing ones. The document recommends following best practices such as using standard naming conventions and sequencing for reports.
This document provides instructions for using various functions in Oracle HRMS related to compensation elements setup, salary administration, compensation entry and reporting, payroll processes, and generating reports. It includes steps for defining elements, making element entries, setting up input values, writing formulas, administering salaries, entering payment methods, running payroll, and submitting processes and reports. The document is intended as a guide for ADMM Human Resources and Payroll staff to facilitate using the essential functionality in Oracle HRMS.
This document summarizes a presentation on cost accounting enhancements in Oracle E-Business Suite Release 12, including the transition from Material Accounting Components (MAC) to Subledger Accounting (SLA) for process costing. Key points include increased flexibility in discrete costing using SLA, mapping of process costing transactions and setup between MAC and SLA, an example of tracking purchase price variances by product line using either mapping sets or category accounting, and notes on discrete inventory period close and upgrade processes in R12.
The document provides an overview of Oracle Payroll setup and processes. It discusses defining compensation elements and linking them to employees. It also covers creating payrolls, writing formulas, and processing payroll runs. The document outlines managing corrections and post-payroll activities like costing and transferring data to the general ledger.
This document provides an overview and tutorial on using Oracle Report Manager in R12. It discusses the presenter's background and objectives of the session. Key features of Report Manager are outlined, including how it provides an online repository for financial reports. The document then provides a case study example and goes through setting up Report Manager and a quick tutorial on creating a template, submitting a report, and viewing outputs. It concludes with tips, tricks and potential traps to be aware of when using Report Manager.
Encumbrance accounting in oracle ebs r12Sam Elrashedy
This document provides an overview of encumbrance accounting in Oracle EBS R12. It discusses the purpose and key concepts of encumbrance accounting. It also describes the setup required in Oracle General Ledger, Purchasing, and Payables modules. Finally, it outlines the encumbrance accounting process and year-end activities.
Oracle Fusion HCM provides four predefined tree structures - department trees, organization trees, position trees, and geography trees - to represent hierarchical organizational data. Department trees are mostly used for security and messaging, with departments as nodes. Organization trees can be automatically set up or custom built. Position trees establish reporting relationships. Geography trees specify locations for events. The document provides instructions for creating and structuring a department tree in Oracle Fusion.
A business group is the highest level of organization and the largest grouping of employees across which you may report. A Business Group holds a complete, self-contained set of information on work structures, remuneration policies and employees. Each Business Group can have just one particular set of segments defined for its Job, Position, Grade, Employee Group and Cost Allocation key flex fields.
A business group is a basically Human Resources organization to which you assign employees. You assign each operating unit to a business group in the financial options setup. You can assign the same business group to different operating units including to operating units in different financial sets of books. You can setup a separate business group for each operating unit if you want to segregate and maintain each group of employees separately. Oracle provides one setup business group you can use.
Training Guide Oracle EBS R12 Performance ManagementFeras Ahmad
The document discusses setting up appraisals in Oracle EBS R12 Performance Management. It provides steps to create and manage an appraisal template, including specifying validity dates and instructions, selecting competency and objective templates, and configuring sharing and learning path options. Upon completion, the user will be able to set up appraisals by defining templates that configure sections and control the appraisal process.
Using Oracle FastFormula for Payroll Calculations
- Oracle FastFormula is used to define and maintain formulas for pay and pay-related calculations. Some predefined formulas come with Oracle Payroll but can be copied and modified.
- Formulas are written for elements to validate input values, define element skip rules, and calculate run results. Formulas are associated with elements in the Formula Result Rules window.
- Formulas can access element input values using an Inputs statement for efficiency. Database items are used to access values from other elements.
This document provides instructions for setting up leave management and accrual plans in Oracle HCM. It outlines the steps to define absence categories and reasons, create absence types linked to elements, and establish accrual plans with formulas for calculating and carrying over accrued time off. Setting up accrual plans automatically generates five associated elements to track employee balances and accrual details. The accrual plans can then be assigned to employee jobs.
This document provides documentation on Oracle EBS Compensation Management module. It includes steps for creating salary elements and linking them, defining salary bases, defining additional salary components, defining grades, defining grade rates, defining pay scales and placing employees on grades. The tasks covered include creating recurring salary and wages elements, linking them to payrolls, defining monthly and hourly salary bases for the elements, adding codes for contract and special bonus reasons to the proposal_reason lookup, and defining grades.
- E-Business Tax was introduced in R12 to provide an improved tax solution and integrate tax determination across applications like Purchasing.
- Previously, tax was defined separately in Accounts Payable and could only be defaulted based on limited hierarchies. Country-specific requirements could not be easily incorporated.
- E-Business Tax provides a centralized repository and common set of services to determine, manage, record, and report tax consistently across transactions and applications. It supports tax rules based on jurisdiction, products, parties, and other attributes to accurately calculate taxes.
The document provides an overview of Oracle Approval Management Engine (AME) concepts including:
- AME enables defining approval rules and processes for Oracle applications based on conditions and actions.
- Transaction types separate transactions into categories that may require different approval rules.
- A transaction's approval process includes an approver list and productions that can assign values to variables.
- At runtime, AME evaluates rules and recalculates approver lists as approvals are received to account for changes.
This document provides an overview of the Oracle Learning Management system and discusses some key decisions that must be made when implementing it. It describes how OLM supports online and offline learning delivery and integrates with other Oracle applications like Human Resources and Financials. The document outlines OLM's main features, including catalog management, content administration, resources, enrollments, self-service interfaces, and its ability to handle internal and for-profit learning. It stresses the importance of planning before setting up OLM and adopting a staged approach, focusing first on essential areas based on an organization's learning requirements.
This document outlines the steps to set up and run retroactive pay by element in payroll, including creating a salary element, retro element, event group, and assignment set for retropay. It describes running payroll for two months, making a salary change, then running a retropay calculation from January to March 2000 to see the adjusted payroll results for March.
1. Steps are outlined to create a travel request special information type (SIT) in Oracle SSHR including defining the SIT, configuring a workflow process, defining a function, mapping the function to a menu, and personalizing the request form.
2. AME rules are then set up to route the customized travel request SIT through the new workflow process for approval.
Oracle Human Capital Management Setup DocumentRajendra Gudla
The document provides instructions for key setup tasks in implementing Oracle Fusion Human Capital Management (HCM), including:
1) Configuring the Oracle Fusion Applications super user with an email address for user management.
2) Provisioning the IT Security Manager role with user and role management entitlements.
3) Generating a setup task list by configuring Oracle Fusion HCM offerings and modules.
4) Defining implementation users with different roles for user creation, project management, and enterprise structure setup.
The document provides a scope of work for implementing a procurement system at CLIENT'S NAME. It outlines tasks such as business process analysis, functional configuration, training users, and post-implementation support. The tasks will be performed by p9Group and are designed to analyze processes, configure the system, integrate it, train users, test functionality, and provide documentation and support.
This document provides an overview of Oracle Internet Expenses setup and the functional process flow for expense reports. It discusses creating expense reports online or offline, sending receipts to accounts payable, and the expense report workflow process including approval, rejection, and conversion to invoices. The document also outlines the key setup steps for Internet Expenses including creating employees and users, assigning responsibilities, and configuring security attributes, signing limits, and expense templates. It provides details on the expense report entry, submission, approval, and export processes.
The document provides requirements for implementing a pilot virtualization desktop solution at a customer's data center location. It outlines pre-implementation requirements including setting up an organizational unit and user groups in Active Directory, configuring DHCP and DNS, and providing necessary network infrastructure such as IP address ranges. It also requests information on Active Directory configuration including domains, sites, trusts and functional levels. Customer resources are required to assist with tasks such as Active Directory integration and change control. Defining these requirements upfront is important for ensuring a successful pilot deployment.
Microsoft OCSP LUNA SA PCI Integration GuideChris x-MS
This document provides guidance on integrating Microsoft Online Certificate Status Protocol (OCSP) with SafeNet Luna Hardware Security Modules (HSMs). It describes the OCSP client and server components, how Luna HSMs can be used to securely and quickly sign OCSP responses, and the steps to configure a CA to support OCSP and issue signing certificates stored on Luna HSMs. The document also outlines testing the integration by generating and checking the status of certificates.
This document provides a release management plan for the CMS Net application. It outlines the procedures for packaging and deploying code releases, including naming conventions, prerequisites, and roles and responsibilities. Emergency releases can be expedited if needed to address critical issues. The standard release process involves packaging code, testing, reconciliation steps, and deployment to production by various teams according to the defined responsibilities.
The document provides an overview of Oracle Workflow and discusses how it can be used to automate business processes in Oracle E-Business Suite. It describes a business case of adding a supplier approval process to a purchase order workflow. It then covers technical approaches for customizing notifications, adding recall functionality, and calling Oracle forms from notifications. The document concludes with common issues and fixes when working with Oracle Workflow.
Platform Events allow applications to integrate in real-time by publishing and subscribing to events. This enables more responsive workflows that can be triggered by both internal and external systems. Key capabilities include defining custom event objects, publishing from Apex, APIs or external systems, and subscribing via Apex or external apps through public APIs. The demo showed a Node.js app publishing and subscribing to events to trigger Apex workflows. Guidance covered packaging, limits, and the roadmap for high volume events and change data capture. Resources were provided to learn more about platform events.
Oracle Procurement Cloud Release 8 includes several new features across Oracle Fusion Self Service Procurement, Oracle Fusion Purchasing, Oracle Fusion Sourcing, and Oracle Fusion Supplier Model. Key updates include simplified approval rules management in Self Service Procurement and Purchasing, new analytics for line of business managers, expanded descriptive flexfields in Sourcing, and updated supplier registration approval rules in the Supplier Model. Many of the new features are automatically enabled after upgrade, while some require additional configuration by administrators.
Feature list of openbravo for distribution businessAbul Khayer
This document provides an overview of the features and modules available in an ERP system for distribution companies. It includes:
1. A list of technologies used in the software such as Java, Oracle, and reporting tools.
2. Descriptions of common business flows and processes managed by the ERP like procure-to-pay, order-to-cash, and inventory management.
3. An overview of the main modules in areas like procurement, sales, operations, and financial management.
4. Details about initial setup and configuration of clients, organizations, users and roles to define security and access controls in the ERP system.
Open source aura framework: How to call server-side efficiently?Ruslan Kurchenko
The document discusses the Aura framework and how to efficiently call server-side controllers from Aura components.
Aura is Salesforce's framework for building single-page applications with JavaScript on the client-side and Java on the server-side. It uses a component-based approach and event-driven architecture. Components encapsulate their implementation and communicate through events.
Calling server-side actions from Aura components normally involves enqueueing the action and setting callbacks. This can be inefficient. The document presents the Lax component, which uses JavaScript promises to chain server-side calls and handle callbacks without needing to pass the component context each time. It allows synchronous and asynchronous calls in a cleaner way compared to normal Aura
The document provides configuration instructions for setting up warranty processing and authorization in SAP. It includes steps to define claim types, decision codes, processing statuses, action codes, validation rules, layout settings, and more. The configuration guide allows manual setup of these elements to enable warranty authorization functionality.
The document discusses provisioning Oracle Hyperion Financial Management. It describes creating classic and Performance Management Architect applications, provisioning user groups with application roles, and creating security classes. Key steps include creating application profiles, classic or Performance Management Architect applications, provisioning roles to user groups, and creating security classes to control data access.
The document is the P6 Analytics Installation and Configuration Guide, Release 2.0 from December 2011. It provides instructions on installing and configuring P6 Analytics, including setting up Star security, installing and configuring OBI, installing and configuring financial periods, and configuring SSL. The guide is intended for P6 Analytics administrators to help them complete the necessary administrative tasks for installation and configuration.
DF2UFL 2012: Workflows: Making the MOST of Salesforce.com Native FunctionalityJennifer Phillips
DF2UFL 2012
Morning Session: Workflow - Making the MOST of Salesforce.com Native Functionality
Presented by: CloudTrigger [Silver Sponsor] Sean Wolfman
The document provides requirements for an EmployeePortal software system. It outlines current and proposed onboarding systems, lists key features like a new employee onboarding form and details verification. Use case diagrams, activity diagrams and data dictionaries are included to explain how users will interact with the system and define entity attributes. Non-functional requirements around performance, security, availability and issues are also documented.
SAP SECURITY training by yektek has unique content.
http://www.yektek.com/sap-security-online-training
SECURITY online Training will cover R3 security online training, BI security online training, HR security online training, CRM security online training, SRM Security online training and PORTAL security online training.
The document outlines the end-to-end AME configuration process for setting up approval workflows in Oracle Applications. It describes 12 steps, including logging in as the system administrator, defining attributes, conditions, action types, approver groups, and rules. It also demonstrates creating a sample requisition, and showing how the approval notifications are routed serially to the two approvers as defined in the workflow setup. On approval of the requisition by both approvers, the status is updated to 'Approved' and notification is sent to the requester.
Similar to Lease approval workflow_white_paper (20)
Driving Business Innovation: Latest Generative AI Advancements & Success StorySafe Software
Are you ready to revolutionize how you handle data? Join us for a webinar where we’ll bring you up to speed with the latest advancements in Generative AI technology and discover how leveraging FME with tools from giants like Google Gemini, Amazon, and Microsoft OpenAI can supercharge your workflow efficiency.
During the hour, we’ll take you through:
Guest Speaker Segment with Hannah Barrington: Dive into the world of dynamic real estate marketing with Hannah, the Marketing Manager at Workspace Group. Hear firsthand how their team generates engaging descriptions for thousands of office units by integrating diverse data sources—from PDF floorplans to web pages—using FME transformers, like OpenAIVisionConnector and AnthropicVisionConnector. This use case will show you how GenAI can streamline content creation for marketing across the board.
Ollama Use Case: Learn how Scenario Specialist Dmitri Bagh has utilized Ollama within FME to input data, create custom models, and enhance security protocols. This segment will include demos to illustrate the full capabilities of FME in AI-driven processes.
Custom AI Models: Discover how to leverage FME to build personalized AI models using your data. Whether it’s populating a model with local data for added security or integrating public AI tools, find out how FME facilitates a versatile and secure approach to AI.
We’ll wrap up with a live Q&A session where you can engage with our experts on your specific use cases, and learn more about optimizing your data workflows with AI.
This webinar is ideal for professionals seeking to harness the power of AI within their data management systems while ensuring high levels of customization and security. Whether you're a novice or an expert, gain actionable insights and strategies to elevate your data processes. Join us to see how FME and AI can revolutionize how you work with data!
For the full video of this presentation, please visit: https://www.edge-ai-vision.com/2024/06/building-and-scaling-ai-applications-with-the-nx-ai-manager-a-presentation-from-network-optix/
Robin van Emden, Senior Director of Data Science at Network Optix, presents the “Building and Scaling AI Applications with the Nx AI Manager,” tutorial at the May 2024 Embedded Vision Summit.
In this presentation, van Emden covers the basics of scaling edge AI solutions using the Nx tool kit. He emphasizes the process of developing AI models and deploying them globally. He also showcases the conversion of AI models and the creation of effective edge AI pipelines, with a focus on pre-processing, model conversion, selecting the appropriate inference engine for the target hardware and post-processing.
van Emden shows how Nx can simplify the developer’s life and facilitate a rapid transition from concept to production-ready applications.He provides valuable insights into developing scalable and efficient edge AI solutions, with a strong focus on practical implementation.
Generating privacy-protected synthetic data using Secludy and MilvusZilliz
During this demo, the founders of Secludy will demonstrate how their system utilizes Milvus to store and manipulate embeddings for generating privacy-protected synthetic data. Their approach not only maintains the confidentiality of the original data but also enhances the utility and scalability of LLMs under privacy constraints. Attendees, including machine learning engineers, data scientists, and data managers, will witness first-hand how Secludy's integration with Milvus empowers organizations to harness the power of LLMs securely and efficiently.
Fueling AI with Great Data with Airbyte WebinarZilliz
This talk will focus on how to collect data from a variety of sources, leveraging this data for RAG and other GenAI use cases, and finally charting your course to productionalization.
Infrastructure Challenges in Scaling RAG with Custom AI modelsZilliz
Building Retrieval-Augmented Generation (RAG) systems with open-source and custom AI models is a complex task. This talk explores the challenges in productionizing RAG systems, including retrieval performance, response synthesis, and evaluation. We’ll discuss how to leverage open-source models like text embeddings, language models, and custom fine-tuned models to enhance RAG performance. Additionally, we’ll cover how BentoML can help orchestrate and scale these AI components efficiently, ensuring seamless deployment and management of RAG systems in the cloud.
CAKE: Sharing Slices of Confidential Data on BlockchainClaudio Di Ciccio
Presented at the CAiSE 2024 Forum, Intelligent Information Systems, June 6th, Limassol, Cyprus.
Synopsis: Cooperative information systems typically involve various entities in a collaborative process within a distributed environment. Blockchain technology offers a mechanism for automating such processes, even when only partial trust exists among participants. The data stored on the blockchain is replicated across all nodes in the network, ensuring accessibility to all participants. While this aspect facilitates traceability, integrity, and persistence, it poses challenges for adopting public blockchains in enterprise settings due to confidentiality issues. In this paper, we present a software tool named Control Access via Key Encryption (CAKE), designed to ensure data confidentiality in scenarios involving public blockchains. After outlining its core components and functionalities, we showcase the application of CAKE in the context of a real-world cyber-security project within the logistics domain.
Paper: https://doi.org/10.1007/978-3-031-61000-4_16
Building Production Ready Search Pipelines with Spark and MilvusZilliz
Spark is the widely used ETL tool for processing, indexing and ingesting data to serving stack for search. Milvus is the production-ready open-source vector database. In this talk we will show how to use Spark to process unstructured data to extract vector representations, and push the vectors to Milvus vector database for search serving.
“An Outlook of the Ongoing and Future Relationship between Blockchain Technologies and Process-aware Information Systems.” Invited talk at the joint workshop on Blockchain for Information Systems (BC4IS) and Blockchain for Trusted Data Sharing (B4TDS), co-located with with the 36th International Conference on Advanced Information Systems Engineering (CAiSE), 3 June 2024, Limassol, Cyprus.
Full-RAG: A modern architecture for hyper-personalizationZilliz
Mike Del Balso, CEO & Co-Founder at Tecton, presents "Full RAG," a novel approach to AI recommendation systems, aiming to push beyond the limitations of traditional models through a deep integration of contextual insights and real-time data, leveraging the Retrieval-Augmented Generation architecture. This talk will outline Full RAG's potential to significantly enhance personalization, address engineering challenges such as data management and model training, and introduce data enrichment with reranking as a key solution. Attendees will gain crucial insights into the importance of hyperpersonalization in AI, the capabilities of Full RAG for advanced personalization, and strategies for managing complex data integrations for deploying cutting-edge AI solutions.
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slackshyamraj55
Discover the seamless integration of RPA (Robotic Process Automation), COMPOSER, and APM with AWS IDP enhanced with Slack notifications. Explore how these technologies converge to streamline workflows, optimize performance, and ensure secure access, all while leveraging the power of AWS IDP and real-time communication via Slack notifications.
Ivanti’s Patch Tuesday breakdown goes beyond patching your applications and brings you the intelligence and guidance needed to prioritize where to focus your attention first. Catch early analysis on our Ivanti blog, then join industry expert Chris Goettl for the Patch Tuesday Webinar Event. There we’ll do a deep dive into each of the bulletins and give guidance on the risks associated with the newly-identified vulnerabilities.
Taking AI to the Next Level in Manufacturing.pdfssuserfac0301
Read Taking AI to the Next Level in Manufacturing to gain insights on AI adoption in the manufacturing industry, such as:
1. How quickly AI is being implemented in manufacturing.
2. Which barriers stand in the way of AI adoption.
3. How data quality and governance form the backbone of AI.
4. Organizational processes and structures that may inhibit effective AI adoption.
6. Ideas and approaches to help build your organization's AI strategy.
UiPath Test Automation using UiPath Test Suite series, part 6DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 6. In this session, we will cover Test Automation with generative AI and Open AI.
UiPath Test Automation with generative AI and Open AI webinar offers an in-depth exploration of leveraging cutting-edge technologies for test automation within the UiPath platform. Attendees will delve into the integration of generative AI, a test automation solution, with Open AI advanced natural language processing capabilities.
Throughout the session, participants will discover how this synergy empowers testers to automate repetitive tasks, enhance testing accuracy, and expedite the software testing life cycle. Topics covered include the seamless integration process, practical use cases, and the benefits of harnessing AI-driven automation for UiPath testing initiatives. By attending this webinar, testers, and automation professionals can gain valuable insights into harnessing the power of AI to optimize their test automation workflows within the UiPath ecosystem, ultimately driving efficiency and quality in software development processes.
What will you get from this session?
1. Insights into integrating generative AI.
2. Understanding how this integration enhances test automation within the UiPath platform
3. Practical demonstrations
4. Exploration of real-world use cases illustrating the benefits of AI-driven test automation for UiPath
Topics covered:
What is generative AI
Test Automation with generative AI and Open AI.
UiPath integration with generative AI
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Climate Impact of Software Testing at Nordic Testing DaysKari Kakkonen
My slides at Nordic Testing Days 6.6.2024
Climate impact / sustainability of software testing discussed on the talk. ICT and testing must carry their part of global responsibility to help with the climat warming. We can minimize the carbon footprint but we can also have a carbon handprint, a positive impact on the climate. Quality characteristics can be added with sustainability, and then measured continuously. Test environments can be used less, and in smaller scale and on demand. Test techniques can be used in optimizing or minimizing number of tests. Test automation can be used to speed up testing.
Your One-Stop Shop for Python Success: Top 10 US Python Development Providersakankshawande
Simplify your search for a reliable Python development partner! This list presents the top 10 trusted US providers offering comprehensive Python development services, ensuring your project's success from conception to completion.
Your One-Stop Shop for Python Success: Top 10 US Python Development Providers
Lease approval workflow_white_paper
1. 1
ORACLE APPLICATIONS
WHITE PAPER
Lease Approval Workflow
Prepared by
Author: Vaishali Karanth –Property Manager Support
Updated by:
Creation Date: 01-May-2014
Last Updated:
Control Number: 1
Version:
Copyright (C) 1995 Oracle Corporation
All Rights Reserved
Product Design and Architecture
2. 2
Contents
1. Introduction ........................................................................................................................................4
2. Scope ....................................................................................................................................................4
3. Pre-requisites.......................................................................................................................................4
4. Features ...............................................................................................................................................4
5. Setup ....................................................................................................................................................5
a. HRMS...............................................................................................................................................5
b. Workflow.........................................................................................................................................5
c. Oracle Approvals Management (AME)......................................................................................5
d. System administrator.....................................................................................................................5
e. Property Manager ..........................................................................................................................5
5.1. HRMS.............................................................................................................................................5
5.2. Workflow.....................................................................................................................................7
5.2.1. Setup Approval Workflow ...............................................................................................7
5.2.2. Confirm Business Event is enabled ................................................................................8
5.2.3. Confirm Business Event is is setup and linked to Workflow ......................................9
5.2.4. Setup Business Event Subscription details.....................................................................9
5.3. Oracle Approvals Management (AME)................................................................................14
5.3.1. Attribute ............................................................................................................................15
5.3.2. Actions / Action types .....................................................................................................25
5.3.3. Conditions.........................................................................................................................27
5.3.4. Approver Groups.............................................................................................................31
5.4. System Administrator .............................................................................................................32
5.4.1. Create the users and assign them the following responsibilities: .............................32
3. 3
5.4.2. Setup Profile Option ........................................................................................................34
5.4.3. Run the Concurrent Workflow Background Process..................................................36
5.5. Property Manager ....................................................................................................................36
6. Technical Aspects................................................................................................................................42
6.1. Tables involved in Lease Approval Process.........................................................................42
6.2. Trouble Shooting.........................................................................................................................43
6.2.1. Collecting the output of the AME Set-up Utility Report............................................43
6.2.2. Running a Real Transaction Test in AME.....................................................................45
6.2.3. Collecting the AME Exceptions log for a transaction .................................................47
7. Reference ...........................................................................................................................................48
4. 4
1. Introduction
In today’s world, business conglomerates and MNC’s process huge number of leases.
Approving all the leases manually by the appropriate authority is a painful process.
Property manager Lease Approval Workflow process automates the approval process.
Lease approval workflow process enables you to automate the approval process. It helps
in customizing and setting approval methodology based on Approval Hierarchy
2. Scope
This document is intended for an audience who are familiar with the basic setup /
knowledge of Oracle Approval Management and workflow administration.
Scope of this white paper is to explain the Setup details involved in Oracle Property
Manager, Oracle Approval Management and Workflow for the lease approval work
flow to work. In addition to that it also has details of a full Cycle explaining the usage
of lease Approval.
This paper will not cover general AME details and Workflow details Trouble shooting of
Lease approval Workflow
3. Pre-requisites
The basic requirements to enable the Lease Approval Workflow is
Oracle Property Manager Patch set Level 12.1.3
Setup the Profile Option for PN:Lease Approval Workflow to Yes at the Site,
Application, Responsibility or User levels.
4. Features
The approval can be submitted through:
Leases and Documents > Main Lease > Enter Leases and document
Create a new lease or Query an existing lease which is in Draft status.
Change the Approval Status to Submitted for Approval
The approval can be done through
E-mail
Workflow notification
5. 5
5. Setup
The setup for Lease Approval Workflow, it involves below modules
a. HRMS
b. Workflow
c. Oracle Approvals Management (AME)
d. System administrator
e. Property Manager
5.1. HRMS
The lease approval workflow uses the employee details and employee supervisor
details defined in the HRMS module to determine the approval hierarchy.
With regards to setup part, in HRMS first we you need to create employees and
assign supervisors.
In our test case, we are going to create the following employees and their
supervisors:
Employee Job Job Approval
Authority (From Job
form)
Stock, Ms. Pat MGR500.Manager 2
Brown, Ms. Casey EX100.Executive 3
Tucker, Mr. William EX100.Executive 4
7. 7
5.2. Workflow
For Lease approval work flow to work, the setup that needs to be done in workflow are
Setup Approval Workflow
Confirm Business Event is is enabled
Confirm Business Event is is setup and linked to Workflow
Setup Business Event Subscription details
5.2.1. Setup Approval Workflow
To check whether seeded property manager Approval workflow is already
available in your application, navigate to
8. 8
Responsibility: Workflow Administrator Web Application
N: Administrator Workflow > Developer Studio
Confirm Workflow Type is setup
Developer Studio (T)
Workflow Type: PN: Lease Approval Workflow
Type Internal Name: PNAPPRWF
5.2.2. Confirm Business Event is enabled
A business event is an occurrence in an internet or intranet application or
program that might be significant to other objects in a system or to external
agents. For instance, the creation of a purchase order is an example of a business
event in a purchasing application. You can define your significant events in the
Event Manager.
Oracle Workflow provides several predefined events for significant occurrences
within the Business Event System. The seeded business event available for Lease
approval work flow is ‘oracle.apps.pn.lease.leasestatus’.
The navigation to check whether the seeded Lease approval workflow is enabled
or not is
Business Event (T)
Name: oracle.apps.pn.lease.leasestatus
Status: Enabled
9. 9
5.2.3. Confirm Business Event is is setup and linked to Workflow
Business Events (T)
Events (ST)
Name: oracle.apps.pn.lease.leasestatus
Click on Subscription
Action: Launch Workflow
Function: wf_rule.default_rule
Workflow: PNAPPRWF/PNPROC
Click Update (I)
5.2.4. Setup Business Event Subscription details
An event subscription is a registration indicating that a particular event is
significant to a particular system and specifying the processing to perform when
the triggering event occurs.
Whenever an event is raised locally or received from an external source, the
Event Manager searches for and executes any eligible subscriptions. To be
eligible, a subscription must meet the following requirements:
10. 10
The subscriber must be the local system.
The triggering event must be the event that was raised or received, an
event group that includes that event, or the Any event.
Both the subscription and its triggering event must be marked as active
by having a status of Enabled.
The source type of the subscription must match the source of the event,
either local or external.
5.2.4.1 Create or Update an Event Subscription:
1. Navigate to the Create Event Subscription page or to the Update Event
Subscriptions page. The Create Event Subscription page and the Update Event
Subscriptions page are identical, except that the fields in the Update Event
Subscriptions page are populated with previously defined information for the
selected subscription.
2. In the Subscriber region, select the system where the subscription executes.
11. 11
3. In the Triggering Event region, specify the event source to which the
subscription applies in the Source Type field.
Local - The subscription applies only to events raised on the subscribing
system.
External - The subscription applies only to events received by an inbound
agent on the subscribing system.
Error - The subscription applies to only to errored events dequeued from
the WF_ERROR queue or WF_JAVA_ERROR queue.
4. Select the event that triggers the subscription in the Event Filter field. You can
specify an individual event or an event group.
5. Optionally select a source agent to which the subscription applies. If you
specify source agent, then the subscription is executed only when the triggering
event is received from that agent. In most cases, the Source Agent field is left
blank.
6. In the Execution Condition region, enter a phase number for the subscription to
specify the order in which subscriptions triggered by the same event are
executed. The phase number also controls whether a subscription is executed
immediately or is deferred, unless processing for the event is deferred by another
method.
7. Select Enabled or Disabled as the subscription status. If you disable a
subscription,it still remains in the Event Manager for reference, but it can no
longer be executed when events occur.
8. In the Rule Data field, specify the event information required by the subscription.
12. 12
Key - The subscription requires only the event key.
Message - The subscription requires the complete event data.
9. In the Action Type region, select the subscription processing you want to perform
when the triggering event occurs. For lease approval work flow to work we need to set
this option to Launch Workflow i.e Send the event message to launch or continue a
workflow process.
10. Specify the error handling to perform if Oracle Workflow encounters an error while
processing this subscription.
Stop and Rollback - The Event Manager halts all subscription processing for
the event and rolls back any subscriptions already executed for the event.
Skip to Next - The Event Manager rolls back only this subscription and then
continues processing the next subscription for the event according to the
subscription phase order.
11. Choose the Next button to define the details of the subscription action, depending on
the action type you selected.
13. 13
12. In the Action Region ,Select the workflow item type and process name for the
workflow process to which you want to send the event. This needs to be setup only if
you selected Launch Workflow as the action type.
13. Select Normal, High, or Low as the priority for the subscription. Oracle Workflow
uses the priority to help determine the order in which deferred subscriptions are
processed. The default priority is Normal.
14. You can optionally select an additional option to control how the subscription is
executed.For more information on the details of Additional Options refer Workflow
Developer guide Page 8-40
14. 14
15. In the Documentation region, in Owner Tag field enter the application short name of
the program or application that owns the subscription. In Owner Name field enter the
application name associated with that application short name.
5.3. Oracle Approvals Management (AME)
The purpose of Oracle Approvals Management (AME) is to define approval rules that
determine the approval processes for Oracle applications.
The first step which we need to do in AME for lease approval work is check whether
‘PN approval workflow’ Transaction Type is setup. The Navigation to check the
transaction type is
Responsibility: Approvals Management Business Management
N: Business Management Dashboard
Confirm Transaction Type is setup
Transaction Types (ST)
Name: PN approval workflow
15. 15
The second step would be to create a rule for Transaction Type ‘ PN approval
workflow’. In our test case, we will see how to create a Rule in AME for : PN
approval workflow.
To create a rule in Approval Management, we need to create the following and
then attach to the rule:
Attribute
Actions / Action types
Conditions
Approver Groups
5.3.1. Attribute
An attribute is a business variable that has exactly one value for a given transaction.
Examples are Invoice Amount, An item's category, A person's salary etc., An attribute
has the following properties:
Name- An attribute name is a string that represents a decision variable
Item Classes-An attribute item class determines what class of items has a value for the
attribute.
Data Types-An attribute type indicates the data type of the attribute's values.
Usage Type- There are two kinds of attribute use:
Static - A static attribute use assigns a constant value to an attribute, for a
given transaction type.
Dynamic- A dynamic attribute use assigns an SQL query to an attribute, for
a given transaction type.
Navigation to define Attribute is
Responsibility: Approvals Management Business Management
N: Business Management Dashboard
Transaction Types (ST) Name: PN approval workflow
Click Setup (I)
CreateAttribute
16. 16
In addition to defining the above attribution, for lease approval workflow to work, we
need to is check whether the below Attributes are setup for the Transaction Type: PN
approval workflow.
Navigation for the same is
Responsibility: Approvals Management Business Management
N: Business Management Dashboard
Transaction Types (ST)
Name: PN approval workflow
Click Setup (I) Attribute
17. 17
The attributes that needs to be setup are
5.3.1.1. ALLOW_REQUESTOR_APPROVAL
This is a boolean attribute. It determines whether AME enables a requestor to
approve their own transaction, if they have sufficient signing authority. When
this attribute is true, and a requestor has sufficient authority, the relevant action
type makes the requestor the only approver in their chain of authority, and
assigns the requestor the initial approval status. When the attribute is false, the
relevant action type does not include the requestor in the chain of authority.
Instead, the action type includes in the chain of authority at least one of the
requestor's superiors.
18. 18
5.3.1.2. AT_LEAST_ONE_RULE_MUST_APPLY
This is a boolean attribute determining whether AME raises an exception when
no rules apply to a transaction at run time.
5.3.1.3. EFFECTIVE_RULE_DATE
When AME begins to process a transaction, this date determines which rules are
active for a given transaction. AME then evaluates each active rule's conditions
to see whether the rule actually applies to the transaction.
For most transaction types, the system date (sysdate) is the appropriate
EFFECTIVE_RULE_DATE value. To use this value, provide
EFFECTIVE_RULE_DATE a static use with no value.
19. 19
5.3.1.4. EVALUATE_PRIORITIES_PER_ITEM
This is a boolean attribute. It determines whether AME evaluates the
applicable rules' use priorities per item. Per-item evaluation is relevant for
relative rule-priority modes. When the attribute is true, AME evaluates the
rules' use priorities that apply to each item as a group. When the attribute is
false, it evaluates the use priorities of all the rules applying to the transaction
together.
5.3.1.5. INCLUDE_ALL_JOB_LEVEL_APPROVERS
This attribute determines if all approvers with the same job level should be
included when building the chain of authority for the action types that
depend on Job Level.
20. 20
5.3.1.6.JOB_LEVEL_NON_DEFAULT_STARTING_POINT_PERSON_ID
If this attribute is not null, the approver it identifies will be used as the starting
point for action types that depend on Job Level. Its value will override the setting
for TRANSACTION_REQUESTOR_PERSON_ID
5.3.1.7. REJECTION_RESPONSE
This is a string attribute. It determines how AME responds when an approver
rejects an item. The attribute has three allowed values:
ContinueAllOtherItems: When REJECTION_RESPONSE has this value,
AME continues the approval processes of all items other than the
item(s)that were rejected.
ContinueOtherSubItems : When REJECTION_RESPONSE has this value,
AME continues the approval processes of all subordinate-level items
other than the item(s) that were rejected, but stops the approval process
of the header and the rejected item(s).
StopAllItems: When REJECTION_RESPONSE has this value, AME stops
the approval processes of all of the transaction's items, including the
header.
For Leave approval workflow we will set this attribute value as
‘StopAllItems’
21. 21
5.3.1.8. REPEAT_SUBSTITUTIONS
This is a boolean attribute with a default value of false, in order to
make it backward compatible. AME uses this attribute to process the
substitution rules a second time at the end of the processing cycle. This
is done to apply the Substitution rules on adhoc insertions and
surrogate approvers. The attribute's value can be set or reset
dynamically for any transaction. For example, if you would like the
substitution rules to run again only for a certain set of transactions, this
attribute value can be set dynamically to true or false.
22. 22
5.3.1.9. TOP_SUPERVISOR_PERSON_ID
This attribute should be assigned to the person ID of the employee at the top
of the hierarchy (typically the CEO of a corporation). This is used in Action
Types that climb the supervisor hierarchy and is needed to determine if AME
has reached the top of the hierarchy as opposed to reaching a gap in the
hierarchy setup.
5.3.1.10. TRANSACTION_REQUESTOR_PERSON_ID
This attribute should be assigned to the ID of person requesting the
transaction. Several of the defined Action Types will use this as the starting
point for traversing the hierarchy.
23. 23
5.3.1.11. USE_RESTRICTIVE_ITEM_EVALUATION
This is a boolean attribute. It indicates whether AME requires a single
subordinate-level item to satisfy all conditions on attributes belonging to the
subordinate item class, in a given rule, for the rule to apply. If the attribute is
true, then a rule containing conditions on a subordinate-level item class'
attributes only applies if one of the transaction's items in that class satisfies all
of the rule's conditions on attributes of that item class. If the attribute is false,
then different items may satisfy different conditions on the subordinate item
class' attributes.
5.3.1.12. USE_WORKFLOW
This is a boolean attribute. It indicates whether AME should log the
transaction type's exceptions to the Workflow exception stack. Ordinarily this
attribute must have a static use.
24. 24
5.3.1.13. WORKFLOW_ITEM_KEY
This is a string attribute. It is a transaction's item key in the integrating
application's workflow. The item key is typically also the AME transaction
ID, and in this case, the attribute's dynamic use can select : transactionId from
dual. AME uses this attribute's value when it logs exceptions in Workflow's
exception stack.
5.3.1.14. WORKFLOW_ITEM_TYPE
This is the item type of the integrating application's workflow. AME uses this
attribute's value when it logs exceptions to Workflow's exception stack.
25. 25
5.3.2. Actions / Action types
An action is an instruction to AME to modify a transaction's approval process in the
manner you specify. An action type is a collection of actions having similar functionality.
For example, actions in the absolute-job-level action type all require approvals up to a
certain job level in the HR supervisory hierarchy. The main differences among the actions
are the job level they require.
Navigation to assign action type to the Transaction Type ‘ PN approval workflow’ is
Responsibility: Approvals Management Business Management
N: Business Management Dashboard
Transaction Types (ST)
Name: PN approval workflow
Click Setup (I)
Action Types
Click on use existing Action type and select below two action types only
Absolute job level- The absolute-job-level action type generates a chain of authority by
ascending the HR supervisory hierarchy starting at a given approver and continuing
until an approver with a sufficient job level is found.
First Approver
By default, the first approver (starting point) in an absolute-job-level chain is the
supervisor of the person identified by the required number attribute
TRANSACTION_REQUESTOR_PERSON_ID.
26. 26
Final Approver
The absolute-job-level action type's ascent up the supervisory hierarchy stops
when it
reaches one or more approvers having a sufficient job level. A job level is a value
in the
authority_level column of the Oracle HRMS table per_jobs.
Final-Approver-Only - The final-approver-only action type is also a variant of the
absolute-job-level action type. Instead of requiring approval from every person in an
ascent up the supervisory hierarchy, this action type only includes the final approver.
Click on Continue and then Save
27. 27
5.3.3. Conditions
The if part of an approval rule consists of zero or more conditions. A condition is a
statement that is either true or false, for a given transaction. For the rule to apply to a
transaction, all of its conditions must be true for the transaction.
There are two types of conditions:
Regular conditions- An ordinary condition associates an attribute with a set of allowed
values or range. Such a condition is true when the attribute has one of the allowed
values.
List-modifiers- A list-modification condition checks for the presence of a given target
approver at a specific set of allowed locations in the default approver list. When the
target approver is present in an allowed location, we say that the default approver list
satisfies the condition.
28. 28
The navigation to define the condition is
Responsibility: Approvals Management Business Management
N: Business Management Dashboard
Transaction Types (ST)
Name: PN approval workflow
Click Setup (I)
Conditions
Click on Create button
In the attribute field PNAPPRWF from the list of values.
Set expression option to TRUE
Apply and save
Once the condition is defined, Confirm List Modifier details for the Transaction
Type: PN approval workflow
29. 29
5.3.3.1. Creating Rules
Creating rules and rule usages is the main step in the AME implementation
process. Rarely will an organization’s business rules match any rules that are
seeded with a transaction type. Instead, you must translate the business rules you
documented into AME rules yourself.
Rule associate one or more conditions with an approval in an if then statement.
Before you can create rules, you must create conditions for the rules to use. You
may need to create (or have a system administrator create) some custom
attributes like how we created PNAPPRWF and/or approvals. You may also need
to create some approval groups. Thus, while creating rules is your ultimate goal,
it is also the last thing you do when you set up AME.
Navigation to create Rules is
Responsibility: Approvals Management Business Management
N: Business Management Dashboard
Transaction Types (ST)
Name: PN approval workflow
Click Rules (I)
Click on the ‘Create’ tab
Give the name of the Rule in the Name.
30. 30
Select the rule type to ‘List Creation’
Give appropriate Start and End date for the rule and then press continue button
Click on Add condition button and select the condition PNAPPRWF is true and
press continue button
Select the appropriate Action Types (in our case chains of authority based on
absolute job level action type is selected) and Select appropriate Action (in our
example we have selected Require approvals up to at least level 2) and then press
continue.
Finally recheck the complete Rule setup and save
31. 31
5.3.4. Approver Groups
The forth and the final step in AME for lease approval management is setting up
Approver Groups.
An approver group can either be an ordered set of one or more approvers
(persons and/or user accounts) or it can be a list, which is dynamically generated
at rule evaluation time. A typical pre- or post-approval rule adds an approver
group's members (in order) to a transaction's approver list. Typically approver
groups represent functional approvers outside a transaction's chain of authority,
such as human-resource
management and internal legal counsel, that must approve a transaction before
or after management has done so.
To create an approver group:
Use the Create New Approver Group page.
Click the Approver Groups tab to display the Approver Groups page. If
you are navigating from the Business Dashboard, then select the required
transaction type in the Approval Process Setup available in the Business
Dashboard and click the Approver Groups link.
Click Create to open the Create New Approver Group page.
Enter the group's name and description.
Enter the order number to determine how the approver groups in the
same sub-list are ordered.
Select the voting method to determine the order in which AME notifies
the group's members and how the group makes approval decisions.
Select the group's use type to determine the group's membership list. If
you select the dynamic use type, then enter an SQL query and click
Validate to ensure the query is well formed. If you select the static use
32. 32
type, then you must enter members for the static approver group in the
Group Members region.
Click Apply to add the approver group to your transaction type
5.4. System Administrator
In System Administrator Responsibility, we need to
5.4.1. Create the users and assign them the following responsibilities:
Employee User login Responsibilities (minimum
responsibilities to be assigned)
Stock, Ms. Pat Operations/welcome Property Manager, Approval
Management
(OAM), Workflow
Brown, Ms. Casey Cbrown/welcome Property Manager, Approval
Management
(OAM), Workflow
Following are the screenshots of the above
36. 36
5.4.3. Run the Concurrent Workflow Background Process
Responsibility: System Administrator
N: Requests > Run
Run This Request… form
Name Workflow Background Process
Item Type: PN Lease Approval Workflow
5.5. Property Manager
The Final steps in this simulation is to create a lease in property manager module
and then submit the same for approval.
Responsibility: Property Manager vision operations
Logged in as OPERATIONS (Stock, Ms. Pat)
N: Leases and Documents Main Lease
Enter Leases and Documents
Click on new button and create a Lease
37. 37
Once the Lease is created, change the lease status from Draft to Submitted
39. 39
Click on Save now Option. Now the lease is submitted for Approval.
To see the notification, login with Cbrown user (Stock, Ms. Pat’ s supervisor). In
Cbrown’ s work list we see a Notification for the lease approval
Click on Notification and Approve the Same.
40. 40
Now when we login with Operations (Stock, Ms. Pat’s) login, in the work list we will see
a Notification that lease is approved
Also in the Lease work bench, the lease status is changed from Submitted to Final
41. 41
We can also see that schedule and Items program is automatically getting fired by the system
once the lease is approved.
Also we can see the schedule lines generated in Authorize Payments Window
42. 42
6. Technical Aspects
6.1. Tables involved in Lease Approval Process
Workflow Tables. Usage
WF_EVENTS,
WF_EVENT_SUBSCRIPTIONS
Consists complete list of events and events
subscriptions along with licensing details
WF_DEFERRED Stores details of the events that requires to be
submitted to workflow
WF_ERROR If the ‘Workflow Agent Listener’errors, then a
record is logged in this table
WF_ITEM_TYPES_TL Consists complete list of workflow item types
WF_ITEM_ATTRIBUTES_TL Consists attributes defined for a workflow item
type
WF_ACTIVITIES_TL,
WF_PROCESS_ACTIVITIES
Consists activities defined for a
workflow item type
WF_ITEMS Consists item type and item key. One record exists
for every Lease submitted for approval
WF_ITEM_ATTRIBUTE_VALUES Consists attribute values used during approval
workflow
43. 43
WF_ITEM_ACTIVITY_STATUSES Consists item key activity status
WF_NOTIFICATIONS Consists notification details
WF_USERS, WF_ROLES,
WF_USER_ROLES
Used to identify the notification
users notification preferences
AME tables Usage
AME_TRANSACTION_TYPES_V Consists AME transaction types lists
AME_ATTRIBUTES,
AME_CONDITIONS,
AME_ACTIONS,
AME_ACTION_TYPES,
AME_APPROVAL_GROUPS
Consists details of AME attributes,
conditions and approval lists
AME_RULES,
AME_CONDITION_USAGES,
AME_ATTRIBUTE_USAGES,
AME_RULE_USAGES,
AME_ACTION_TYPE_USAGES
Consists rules and usage of attributes, conditions
and approval list in the rules
AME_TRANS_APPROVAL_HISTORY Stores transaction id of the approval process and
the person id who approved the transactions
HRMS tables Usage
PER_ALL_PEOPLE_F Stores the employee details
PER_ALL_ASSIGNMENTs_F Stores details of the employee assignment /
supervisor
PER_JOBS Stores the Approval Authority details
6.2. Trouble Shooting
The three basic troubleshooting steps covered in this document will be:
I: Collecting the output of the AME Set-up Utility Report
- HRMS Approvals Management (AME) Reporting Utility Support Tool (Doc ID 287255.1)
II: Running a Real Transaction Test in AME
III: Collecting the AME Exceptions log for a transaction
6.2.1. Collecting the output of the AME Set-up Utility Report
This reporting utility script will allow a snapshot to be taken of the AME set-up for a specified
transaction type (ie Setup Report for the transaction Type). It will report on the following
44. 44
AME Setup Data for a Transaction Type
Invalid Approvers in the setup
Invalid AME Objects
AME Patch Level
AME Key Files Versions
The output of this utility script is an HTML document.
See HRMS Approvals Management (AME) Reporting Utility Support Tool (Doc ID 287255.1)
Steps to generate the Setup Report
There are 2 steps involved in generating the setup report. The first step we need to identify the
AME’s internal application id for the transaction type in question. The second step is the actually
running the script which generates the setup report.
Step 1 : Identify the AME Internal ID for the Transaction Type.
You may use the script below to obtain the ID
Select application_id
from ame_calling_apps
where application_name = ‘PN approval workflow'
and sysdate between start_date and nvl(end_date, sysdate);
Note: Please note that the AME Internal ID (Application ID) is usually a negative integer.
Make a note of the AME Internal ID. The AME internal id for PN approval workflow is
-726
Step 2 : Running the script
Run the following SQL from SQLPLUS under ‘apps’ account.
Select decode(to_char(nvl(fnd_profile.value('AME_INSTALLATION_LEVEL')
,'Pre-AME.B')),'Pre-11.5.10','Pre-11.5.10','Post-11.5.10') From Dual;
If the value returned by step is ‘Pre-11.5.10', then run the ‘getPre11510AMESetup.sql’
If the value returned by step is ‘Post-11.5.10', then run the ‘getPost11510AMESetup.sql’
The ‘getPre11510AMESetup.sql’ and ‘getPost11510AMESetup.sql’can be downloaded from Doc
ID 287255.1
The utility script should be run in an SQLPLUS session using ‘apps’ account. The AME-internalID
identified in Step 1 should be applied as a parameter to the script as specified below.
45. 45
Note: Setup report can also be retrieved from Approvals Management Administrator
responsibility
Click Admin Dashboard,
Setup Report on far right of page,
Click Setup Report, Enter Transaction Type = PN approval workflow,
Click GO
6.2.2. Running a Real Transaction Test in AME
Run a Real Transaction Test for lease number.
Access Approvals Management Business Analyst responsibility
Note- can also select Transaction Type = PN approval workflow (on right side of page), and then
access test
Business Analyst Dashboard, For Transaction Type = PN approval workflow , click Test, This is the
AME Test Workbench
46. 46
Click Run Real Transaction Test (1) and enter Transaction ID = Lease number
- Results display
- click ‘Run Test Case (2)’ button and observe output
Click 'View Approval Process Stages (1)'
- results display
47. 47
6.2.3. Collecting the AME Exceptions log for a transaction
Use Approvals Management Administrator responsibility, Admin Dashboard
48. 48
Note, Exception Log in Quick Links (on upper right side of page), click Exception Log
Enter Transaction Type = PN approval workflow and Transaction ID = Lease number
Click GO
7. Reference
Oracle® Approvals Management Implementation Guide
Oracle® Workflow Developer's Guide