AME Setups

This Post is going to describe how to use AME for Requisition approvals. Purchase requisition and Purchase orders can be approved using AME. AME Stands for Approval Management Engine.

We are going to perform the setup steps one by one and see a demo test case. We are going to perform this case on R12.1.3

Setup Steps

1) AME Profile Options
2) Assign AME Roles and Responsibilities
3) Grant Transaction Type Access to User
4) Create New Transaction Types
5) Approval Process Setup
6) Enable AME for Requisition Approval


Step 2) Assign AME Roles and Responsibilities

Navigate to User Management Responsibility > Users

Query for the User. In our case its Apps_User

Click on Update and then Assign Roles

Now Query for "Approvals%" and select "Approval Management Administrator" and "Approval Management Business Analyst"

Click Select

Put some justification and click apply. A message will be displayed "You have successfully updated the information "


Step 3) Grant Transaction Type Access to User

Next step is to Grant Transaction Type Access to User.

Navigate to Functional Administrator >Security > Grants> Create Grants

Fill In below Information in the next form

Name = Apps_User Grants
Grantee Type = Specific User
Grantee = Apps_User
Object = AME Transaction Types

Click On next

Data Context Type = All Rows
Click Next

Set = AME Calling Applications

Click Next and review and clicking on Finish will display "Grant '' has been created successfully."

Step 4) Create new Transaction Type

You can use existing transaction type also or can create your own. Lets Create a new Transaction type.

Navigate to Approval Management Administrator (This Responsibility will be available now because it was assigned in step 2) and Click On "Create Transaction Type"

Enter Information as shown below or create your own Transaction type

Click Next, Select Line Item from Drop Down and Click "Go"

Change the Order Number to 2

Post below in the query. I copied it from earlier Requisition approval transaction type.

select prd.distribution_id from po_req_distributions_all prd, 
po_requisition_lines_all prl
where prl.requisition_header_id = po_ame_setup_pvt.get_new_req_header_id(:transactionId) 
and prl.requisition_line_id = prd.requisition_line_id  
and nvl(prl.cancel_flag, 'N') = 'N' 
and nvl(prl.modified_by_agent_flag, 'N') = 'N' 
order by prd.distribution_id 

Click on Validate, a message will be displayed "The query is valid" and now click on "Apply".

Click on Next and enter the details as shown in below screenshot.

Click on Validate Button after entering each value. Below are the value. I copy pasted from seeded transaction type defined

ALLOW_DELETING_RULE_GENERATED_APPROVERS=
select decode(PO_AME_SETUP_PVT.is_system_approver_mandatory(:transactionId), 
'N', 'true', 'false') 
from dual 

ALLOW_REQUESTOR_APPROVAL=
select decode (PO_AME_SETUP_PVT.can_preparer_approve(:transactionId),
'Y', 'true', 'false') 
from dual

WORKFLOW_ITEM_KEY=
select wf_item_key  from   po_requisition_headers_all where  requisition_header_id = po_ame_setup_pvt.get_new_req_header_id(:transactionId)


WORKFLOW_ITEM_TYPE=
select wf_item_type from   po_requisition_headers_all where  requisition_header_id = po_ame_setup_pvt.get_new_req_header_id(:transactionId)

Now Click On next and Finish Button. A confirmation message will be displayed as "Transaction type Mandeep Purchase Requisition Approval has been created successfully."

Step 5) Approval Process Setup

Next is to define Attributes, Conditions, Actions Types, Approval Group, Rules etc

Navigate to Approval Management Business Analyst > Business Analyst Dashboard

In Approval Process Setup, Query for Transaction Type as "Mandeep Purchase Requisition Approval".

Attributes:

Next Click on Attributes. Click On "Use Existing Attributes"

Now select the attributes as shown below and click Go

Select REQUISTION_TOTAL and Click On Continue

Select Usage Type as Dynamic and Copy below sql there

SELECT nvl(SUM(decode(order_type_lookup_code, 'RATE', amount, 'FIXED PRICE', amount, quantity * unit_price)), 0), po_ame_setup_pvt.get_function_currency(max(requisition_header_id)), po_ame_setup_pvt.get_rate_type(max(requisition_header_id)) from po_requisition_lines_all where requisition_header_id = po_ame_setup_pvt.get_new_req_header_id(:transactionId) and nvl(cancel_flag, 'N') = 'N' and nvl(modified_by_agent_flag, 'N') = 'N' 

Click on Validate and then Finish will display a message "Attribute REQUISITION_TOTAL has been created successfully."

Similarly do same for Item category. Click on Use Existing Attributes. Select Attributes as shown below

Select Item Category and click Continue

Select Usage Type as Dynamic and Copy below sql there

select mck.concatenated_segments from mtl_categories_b_kfv mck, po_requisition_lines_all prl, po_req_distributions_all prd where mck.category_id = prl.category_id and prl.requisition_line_id = prd.requisition_line_id and prl.requisition_header_id = po_ame_setup_pvt.get_new_req_header_id(:transactionId) order by prd.distribution_id


Also Add Below Attributes for selecting action types

TRANSACTION_REQUESTOR_PERSON_ID(Required for Supervisory level Action Type)

select nvl(PREPARER_ID, 0) from po_requisition_headers_all where REQUISITION_HEADER_ID = po_ame_setup_pvt.get_new_req_header_id(:transactionId)

And Now add

ALLOW_EMPTY_APPROVAL_GROUPS(Required for approval-group chain of authority Action Type)

Conditions:

Next is to specify Conditions. Click on Setups> Conditions > then click on Create

Condition for Item Category

Condition for Requisition Total

Action Types

Now click on action types and select use existing actions

Select below value and click Continue

• Supervisory level
• Approval-Group Chain of authority

and click on Finish "The selected action types have been added successfully."

Approver Groups

Now click on Approver Groups and click on Create Button.

Enter Name, description , Order number, Voting Method. and add approvers

Click Apply. Similarly create other approver groups.

Give order number

AME Rule Setups

Now ;lets use condition and approver groups to create rules. Click on Rule

Click on Create.

Enter Rule details like Name, End date will automatically come and you can change it also. Click Next and Add Conditions.

Select Conditions which is created earlier or use from exiting conditions. Click Continue. You can add more conditions here and then click next and add actions

Click Next and Review

Click on Finish "Rule Supervisior has been created successfully".

Similarly create rule for Item Category Condition

Click Finish "Rule Item Category has been created successfully."

Step 6) Enable AME for Requisition Approval

Next step is to enable AME for requisition approval.

Navigate to Purchasing super user>Setup>Purchasing>Document Type and search for Purchase requisition

Add "Mandeep_Purchase_REQ" in Approval Transaction Type and save

This complete our AME setups.

Thanks
Mandeep

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Oracle Inventory Quiz

Oracle EBS Invnetory quiz » Online Testing Software

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Supplier Scheduling Overview and Setups

This post will give a functional overview and setups of Oracle supplier scheduling.

Supplier scheduling is used to communicate the Material requirement to company's suppliers though planning and shipping schedules. Planning will include both forecast and firm demand where as shipping schedule only include firm demand.

Communication can happen through EDI , Emails or by printing schedules. Data comes from Purchasing (Open PO, ASL, SR, Assignment sets) & ASCP (Forecast, Unimplemented planned orders).  Supplier scheduling put it in time bucket patterns (i.e. days, weeks, months) based on supplier requirement.

Important Functions

Scheduler's workbench used to view, confirm, print or manually built Planning and shipping schedules. We will Later see how to built manual schedules

CUM Management as the name suggest its cumulative management and help to track cumulative received quantity over a period (may be a year) from a supplier/site to a ship to organization. You can new CUM periods and adjust CUM quantities.

Setups

1. Define Bucket Patterns
2. Define Schedule Options
3. Define Supplier Status
4. Define Approved Supplier list
5. Define Sourcing Rules
6. Assign Sourcing Rules
7. Define CUM Periods

We will Discuss above setups one by one

1) Define Bucket Patterns

Bucket Pattern is used to put demand in various buckets i.e. Day, Weeks, Months and Quarters. When you check Item schedules, you can see item quantities requirement is divided based on bucket pattern in days, weeks etc

Maximum limit of Total Buckets is 56.

Monthly and Quarterly bucket pattern start with the first day of the month and for weekly pattern you need to define first day of the week.

We assign bucket patterns in Item-Attributes's Supplier Scheduling tab while defining Approved Supplier List. Items are grouped in a schedule based on bucket pattern, ship to, supplier and supplier site.

2) Define Schedule Options

Schedule Options is used to define ship to org level defaults and control.

Navigate to Setup>Schedule Options

#Enter Ship To Organization. In our case its V1.
#Enable CUM Management if you want to track CUM received Quantity.
#Enable RTV updates CUM, if you want CUM transactions to take into account return to vendor transactions

#Defaults Planing Schedule
Forecast all Documents means planning schedule convey all quantity as forecast and include quantity from all type of doc i.e. Approved Releases, Approved Requisitions, Planned Orders.
Forecast Only means planning Schedule include only forecast information i.e. unimplemented planned Orders and Approved Requisitions
Material Release means planning schedule convey both firm and forecast quantities.
# Default Shipping Schedule
Release only means shipping schedule includes only firm requirement
Release with Forecast means shipping schedule include firm, Forecast and past due quantities

#Default Bucket Pattern select a default bucket pattern for both planning and shipping schedules

Select a default MRP, MPS or DRP Plan which will used during auto schedule and defaults while manual building planning or shipping schedule for this ship to organization

3) Supplier Status 

Define Approved Supplier status to describe conditions of approved, debarred, new etc suppliers. You can define any number of status and business rule which control the what to allow and prevent from the supplier having this status.

4) Define approved supplier list

Define approved supplier list by Navigating to supply base>approved supplier list

Assign a status to supplier i.e. whether its approved or debarred. In Item attributes, enable planning and shipping schedules if you want this item to be communicated to supplier by supplier scheduling. Also specify if you want to enable planning auto schedule and default bucket pattern & schedule type to use for this item when running auto schedule request.

5) Define Sourcing rules

Define sourcing rules to specify the allocations and rank of the suppliers.

6) Assign Scouring rule

Assign sourcing rule to assignment set defined in profile option MRP: Default Sourcing Assignment Set.

7) Define CUM Periods

Define CUM Periods to enable CUM Management and track CUM received quantity based on ship to organization

Navigate to Cum Periods>New if you are define Cum Periods.

Enter Ship to Org, Period Name and Period duration. This is the period in which cum received quantity is tracked. If you define new period next year cum received will became zero.

Click on Cum Period Item To enter our item

Here you can also adjust the cum received quantity

Note : To enable any item for supplier scheduling , its blanket purchase agreement (BPA) should have “terms with Supply Agreement” checked

Thanks
Mandeep

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A CEO’s letter to employees

There is a pertinent story about a man who was working on an oil platform in the North Sea. He woke up one night from a loud explosion, which suddenly set his entire oil platform on fire. In mere moments, he was surrounded by flames. Through the smoke and heat, he barely made his way out of the chaos to the platform’s edge. When he looked down over the edge, all he could see were the dark, cold, foreboding Atlantic waters. As the fire approached him, the man had mere seconds to react. He could stand on the platform, and inevitably be consumed by the burning flames. Or, he could plunge 30 meters in to the freezing waters. The man was standing upon a “burning platform,” and he needed to make a choice. He decided to jump. It was unexpected. In ordinary circumstances, the man would never consider plunging into icy waters. But these were not ordinary times – his platform was on fire. The man survived the fall and the waters. After he was rescued, he noted that a “burning platform” caused a radical change in his behavior.

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A Short Story

A teacher teaching Maths to five-year-old Arnav asked him, "If I give you one apple and one apple and one apple, how many apples will you have?” Within a few seconds Arnav replied confidently, "Four!"

The dismayed teacher was expecting an effortless correct answer (three). She was disappointed. "Maybe the child did not listen properly," she thought. She repeated, "Arnav, listen carefully. If I give you one apple and one apple and one apple, how many apples will you have?"

Arnav had seen the disappointment on his teacher's face. He calculated again on his fingers. But within him he was also searching for the answer that will make the teacher happy. His search for the answer was not for the correct one, but the one that will make his teacher happy. This time hesitatingly he replied, "Four…"

The disappointment stayed on the teacher's face. She remembered that Arnav liked strawberries. She thought maybe he doesn't like apples and that is making him loose focus. This time with an exaggerated excitement and twinkling in her eyes she asked, "If I give you one strawberry and one strawberry and one strawberry, then how many you will have?"

Seeing the teacher happy, young Arnav calculated on his fingers again. There was no pressure on him, but a little on the teacher. She wanted her new approach to succeed. With a hesitating smile young Arnav enquired, "Three?"

The teacher now had a victorious smile. Her approach had succeeded. She wanted to congratulate herself. But one last thing remained. Once again she asked him, "Now if I give you one apple and one apple and one more apple how many will you have?"

Promptly Arnav answered, "Four! The teacher was aghast. "How Arnav, how?" she demanded in a little stern and irritated voice.

In a voice that was low and hesitating young Arnav replied, "Because I already have one apple in my bag."

Moral: "When someone gives you an answer that is different from what you expect. Don't think they are wrong. There maybe an angle that you have not understood at all. You will have to listen and understand, but never listen with a predetermined notion.

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Prerana 2 - Trees That Wood……….

Once there were three trees on a hill in the woods. They were discussing their hopes and dreams when the first tree said, "Someday I hope to be a treasure chest. I could be filled with gold, silver and precious gems. I could be decorated with intricate carving and everyone would see the beauty."

Then the second tree said, "Someday I will be a mighty ship. I will take kings and queens across the waters and sail to the corners of the world. Everyone will feel safe in me because of the strength of my hull."

Finally the third tree said, "I want to grow to be the tallest and straightest tree in the forest. People will see me on top of the hill and look up to my branches, and think of the heavens and God and how close to them I am reaching. I will be the greatest tree of all time and people will always remember me."

After a few years of praying that their dreams would come true, a group of woodsmen came upon the trees. When one came to the first tree he said, "This looks like a strong tree, I think I should be able to sell the wood to a carpenter" ... and he began cutting it down. The tree was happy, because he knew that the carpenter would make him into a treasure chest.

At the second tree a woodsman said, "This looks like a strong tree, I should be able to sell it to the shipyard." The second tree was happy because he knew he was on his way to becoming a mighty ship.

When the woodsmen came upon the third tree, the tree was frightened because he knew that if they cut him down his dreams would not come true. One of the woodsmen said, "I don't need anything special from my tree so I'll take this one", and he cut it down.

When the first tree arrived at the carpenters, he was made into a feed box for animals. He was then placed in a barn and filled with hay. This was not at all what he had prayed for. The second tree was cut and made into a small fishing boat. His dreams of being a mighty ship and carrying kings had come to an end. The third tree was cut into large pieces and left alone in the dark. The years went by, and the trees forgot about their dreams.

Then one day, a man and woman came to the barn. She gave birth and they placed the baby in the hay in the feed box that was made from the first tree. The man wished that he could have made a crib for the baby, but this manger would have to do. The tree could feel the importance of this event and knew that it had held the
greatest treasure of all time. Years later, a group of men got in the fishing boat made from the second tree. One of them was tired and went to sleep. While they were out on the water, a great storm arose and the tree didn't think it was strong enough to keep the men safe. The men woke the sleeping man, and he stood and
said "Peace" and the storm stopped. At this time, the tree knew that it had carried the King of Kings in its boat.

Finally, someone came and got the third tree. It was carried through the streets as the people mocked the man who was carrying it. When they came to a stop, the man was nailed to the tree and raised in the air to die at the top of a hill. When Sunday came, the tree came to realize that it was strong enough to stand at the top of the hill and be as close to God as was possible, because Jesus had been crucified on it.

The moral of this story is that when things don't seem to be going your way, always know that God has a plan for you. If you place your trust in Him, He will give you great gifts. Each of the trees got what they wanted, just not in the way they had imagined. We don't always know what God's plans are for us. We just know that His ways are not our ways, but His ways are always best.

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Attachments in Order Management

How to configure automatic Attachments in Order Management

Lets see how we can add automatic attachment in in Order Management

Step 1) Please Make sure OM: Apply Automatic Attachment set to Yes

Step 2)  Navigate to OM>setup>Orders>Attachments> Document

Enter New category : Mandeep Test category
Default Data type: Long Text
Optionally specify the Start Dates

Step 3) Click On assignments Button

Select Type as Form and names as Sales Order form

Step 4) Now Navigate to OM>Setup>Orders>Attachment>Documents

Specify Category as Mandeep Test Category
Security : None
Optionally Select Start Dates
Enter a Text : Hi, Please let us know if you face any issue with the product.


Step 5) Click On additional Rules

Select entity as : Order Header
In rules select Attribute as Customer and Attribute Value as w_Enterprise Builders : 3477

Now this particular attachment will get applier to sales order created for w_Enterprise Builders


Test Case

Create a sales Order for w_Enterprise Builders : 3477 and click on the attachment button at header level

You can see our text appears in the attachment

Thanks
Mandeep
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