9/3/2016 Document1487713.

R12.1.3:RequiredSetupsForPurchaseOrderApprovalUsingApprovalsManagementEngine
(AME)(DocID1487713.1)

InthisDocument

Goal
Solution
StillhaveQuestions?
References

APPLIESTO:

OraclePurchasingVersion12.1.3to12.2.3[Release12.1to12.2]
Informationinthisdocumentappliestoanyplatform.

GOAL

WhataretheSetupsRequiredforPurchaseOrderApprovalUsingApprovalsManagementEngine(AME)?

SOLUTION

Pleaseseestepsbelowincludingtherequiredrolluppatchtodeliverthefunctionalityalongwithscreenshotstoaidinthe
setupsrequiredforusingAMEforPurchaseOrderapproval.

FormoreinformationaboutusingBlanketPurchaseAgreementwithAMEseeNote1548540.1.

Step1ApplyRequiredRollupPatch

ApplythecurrentProcurementRolluppatchlistedinNote1468883.1.

ThisisnotavailableonRelease11i(11.5.10.2andearlier).Itisonlyavailableon12.1.3andhigher

Step2CreateandPopulateDocumentStyles

1.ChooseDocumentStylesmenuoption,seeimagebelow

2.ClickonCreatebuttontocreateanewDocumentStyle(canalsopickexistingDocumentStylelisted),seeimagebelow

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3.Populatethesefields,seeimagebelow

ApprovalWorkflow=POApprovalWorkflow
WorkflowStartupProcess=POAMEApprovalTop
AMETransactionType=PurchaseOrderApproval
AllowDocumentWithdrawalcheckbox(optional)
SendWithdrawalNotificationstoallApproverscheckbox(optional)

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Note:Theworkflowsettingsfromthedocumentstylepageoverridethedocumenttypeformsettings.

HereisanexampleofacompletedDocumentStylepage.

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Note:IfyouupdatetheStandardStyledocumentstyle,thenPurchaseOrderssubmittedthroughthePOEntryFormwill
uesthePOAMErouting.ThisisnotavailableforBlanketReleaseshowever.Seescreenshotbelow

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Step3ApprovalsManagementEngine(AME)Setups

1.NavigatetoApprovalsManagementEngine,BusinessAnalystresponsibility,seeimagebelow

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2.ChooseTransactionType=PurchaseOrderApproval,seeimagebelowandclickSetup,seeimagebelow

3.InthepagethatappearsseetheAttributes,Conditions,ActionTypes,andApprovalGroupstabs.Createtheappropriate
ConditionsandApprovalGroupsasneeded.Also,newAttributes(andsubsequentConditions)canalsobecreated.Seeimage
belowforlaunchingpointforthosepages

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4.CreateAMERule(s)withappropriateConditionsandActionsforthoseConditions,seeimagesbelow

a.FromAMEpageclickontheRulestaballthewayontheLeft,seeimagebelow.UsetheCreatebuttontocreateanew
RuleoruseUpdateicontoupdateexistingRules

b.ForanewRule,enterRuleNameandotherappropriatefields,seeimagebelow

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c.EnterConditionsforthisRule,seeimagebelow

d.EntertheappropiateAMEActionthatshouldbeappliedwhenthepreviouslyenteredConditionsaremet,seeimagebelow

e.PleaseseeimagebelowforcompletedAMERulethatshowsConditionsandActionsforthisAMERule

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5.SubmissionofPurchaseOrderthroughBuyerWorkCenter(notPOEntryform)usingtheDocumentStylefromscreenshot
abovecalled"AMEstandardpurchaseorder"

ThisdropdownisontherightsideofthepagenearthetopwhenintheOrderspageintheBuyerWorkCenter.Choosethe
documentstylethatwasupdatedtouseAMEtocreateandsubmitapurchaseorderthatwillrouteusingthesetupsdonefor
theAMETransactionType=PurchaseOrderApproval.

StillhaveQuestions?

JoinourgrowingOracleProcurementCommunityandlearnfromyourpeersandOracleonhowtoaddressyourunique
issuesinProcurement.

1.AccesstheCommunitypagedirectlyathttp://communities.oracle.comorviaMyOracleSupportwith
https://supporthtml.oracle.com,loginthenclickontheCommunitytab.
2.InSelectasubspacetoparticipateorstartadiscussionenterProcurement.
3.DoubleclickonProcurement(MOSC)fromthelist.
4.ClickonStartaDiscussionlinkundertheActionssectionandsubmityourquestion.
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REFERENCES

NOTE:1548540.1BlanketPurchaseAgreementUsingAME,StuckanIncompleteStatus
NOTE:434143.1HowToSetupAndUseApprovalManagementEngineAMEForPurchasingandiProcurementDocuments
NOTE:1487661.112.1AME:Approval,EReview,ESignandWithdrawalFeaturesforPurchaseOrders
Didn'tfindwhatyouarelookingfor?

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