OTC-W-827 Lease Amendment Workflow Configuration Steps

AME Setups___________________________________________________________________________1

Assign pre-defined roles to user_________________________________________________________2

Grant Transaction Type access to the user using Functional Administrator._______________________3

AME – Transaction Types (Functional Setups)______________________________________________5

Profiles_____________________________________________________________________________11

AME Profiles_______________________________________________________________________11

OKL Profiles________________________________________________________________________11

Flexfields____________________________________________________________________________11

People Group Flexfield_______________________________________________________________11

Job Flexfield_______________________________________________________________________12

EMPLOYEES__________________________________________________________________________12

AME Setups

(DBA Specific Setups)AME uses roles and responsibilities to define access levels and security at 2 levels:

Data Security: Function Security

“Data Security” enables to define access to Transaction Types for a limited role “Function Security” enables to define access to AME functions (modules) for a business analyst and administrator

Users accessing AME dashboard must have access to one of AME responsibilities:

Srl# User Type Responsibility Usage

1 Business User (Non-technical)

Approvals Management Business Analyst

Enables access to areas of the user interface that do not require expertise in SQL or PL/SQL programming, or technical knowledge of Oracle Applications

2 Administrative User(Technical)

Approvals Management Administrator

Full access to AME's user interfaceMust grant at least one user administrative privileges in AME, to perform technical tasks such as setting AME's configuration variables

Getting access to AME setup and starting the configuration is a 2 step process:1) Assign pre-defined roles to user2) Grant data access to user

Assign pre-defined roles to user

Using System Administrator login (User ID = SYSADMIN) get to user Management dashboard page. Assign the following roles to the application user responsible for setting up AME:

# Role Usage

1 Approvals Management Business Analyst Business dashboard View access, attributes, conditions, groups, test, rules access with create, update, delete permissions.Access to Setup Report page and Configuration Variables page with permission to change transaction specific configuration values.Can create, update, delete Actions; create, update, delete Action Type Configuration Values but cannot create, update, delete Action Types

2 Approvals Management Administrator Access rights of Business Analyst and System administrator.Create, update, and delete Action Types.Modify default Configuration Values

Login in as Sysadmin and select the user (Eg : NEX4NCK). Select Update (pencil Icon) as given below.

The following Screen shows up. Click the Search LOV

Select Specific Role in the above search Block as given below

This will enable the following results

Create Grants

Grant Transaction Type access to the user using Functional Administrator.

Choose Create Grant and enter the grant details as given below and select Next button

Select Next Button as given below

Set data security Set to AME Calling Applications and clicl Next Button as given below.

Now Add the user with the responsibility Approvals Management Business Analyst.

AME – Transaction Types (Functional Setups)

Navigate to Approvals Manager Administrator responsibility and filter transaction by entering transaction type : OKL LA Contract Booking Approval. Select Go

Choose next button as given below

Change Attribute AT_LEAST_ONE_RULE_MUST_APPLY to TRUE from FALSE as given below and select NEXT button.

Choose finish button

Navigate to Approvals Management Business Analyst Responsibility. Choose Transaction type as OKL LA Contract Booking Approval and choose Approver Group link as given below.

Choose Create Tab to create a new Group as given below

Set the following and choose Apply button

Name Description OrderNumber

Voting Method

Usage Type

Query

XXPB OLFM AME Approver

This is the Approver group where we get the requestor supervisor

1 Serial Dynamic select 'person_id:'||xxpb_lease_rebook_apprl_pkg.get_approver_fnc(:transactionId) from dual

Choose Action Type Tab as given below

Choose the Use Existing Action Type as given Below

Choose create button as given below

Enter the following details

Name Handler Rule Type Description Allow Approver Type

Dynamic Action Description

Query

approval-group chain of authority

ame_ag_chain_handler Chain Of Authority

Chain of authority includes an approval group

All

(NEED to fill this looking at a new Instance)

Get back to Approval Management Business Analyst – Business Analyst Dashboard. As given below. Choose Transaction Type as OKL LP Product Approval Process, followed by Attributes link

Attributes Page comes up. Please note the attributes to be changed.

Changes to be done for the following Attributes ALLOW_REQUESTOR_APPROVAL AT_LEASET_ONE_RULE_MUST_APPLY INCLUDE_ALL_JOB_LEVEL_APPROVERS

Changes to Attribute ALLOW_REQUESTOR_APPROVAL

Name ItemClass

Description DataType

ApproverType

ValueSet

UsageType

Value

ALLOW_REQUESTOR_APPROVAL

Header

Whether to allow requestors to approve their own transactions (when the rules do so)

Boolean None Static False

Changes to attribute AT_LEAST_ONE_RULE_MUST_APPLY

Name ItemClass

Description DataType

ApproverType

ValueSet

UsageType

Value

AT_LEAST_ONE_RULE_MUST_APPLY

Header

Whether to require that at least one rule apply to each transaction

Boolean None Static False

Changes to Attribute INCLUDE_ALL_JOB_LEVEL_APPROVERS

Name ItemClass

Description DataType

ApproverType

ValueSet

UsageType

Value

INCLUDE_ALL_JOB_LEVEL_APPROVERS

Header

Whether to include all approvers at a given job level

Boolean None Static True

Profiles

AME Profiles

AME Installed : Yes for Application Lease and Finance Management

OKL Profiles

OKL: Lease Contract Approval Process profile to be set at site to Approvals ManagementOKL: Lease Contract Approver Profile to be set at Site level to Yes

Flexfields

People Group Flexfield

Freeze Flexfield definition for People Group Flexfield and Check Dynamic Insertion allowed..This is done to allow Assignment of Employee to Supervisor.

This Flexfield will not have any segments under it.

Job Flexfield

Enable Jobs Flex Field

EMPLOYEES

Get list of Employees and Supervisor Assignment.