AME Payables Invoice Approval

Hi,
I'm new to AP module and AME. Currently working on setting up a rule in AME for Payables Invoice approval. Here is the rule - If Invoice amount is greater than $50 it needs an approval from manager level1. I'm getting this
Error : "This transaction's requestor lacks a person ID, so AME cannot locate the requestor's supervisor to begin the chain of authority."
So I found out that I have to use attribute TRANSACTION_REQUESTOR_PERSON_ID which needs requester ID.
1. How do I populate the REQUESTER_ID in AP_INVOICES_ALL.
2. How to I stop the approval to only one job level.
Please let me know.
Thanks in advance.

Follow the following steps to do the personlization:
Open the AP Invoice window. Go to Help --> Diagnostics --> Custom Code --> Personalize
Enter a sequence and description as desired.
Condition tab:
Trigger Event: WHEN-VALIDATE-RECORD
Trigger Object: INV_SUM_FOLDER
Condition: :INV_SUM_FOLDER.REQUESTER_ID is null
Actions Tab:
Seq: 1
Type: Property
Object_type: Item
Target Object: INV_SUM_FOLDER.REQUESTER_NAME
Property Name: Value
Value: =select full_name from per_all_people_f
where person_id = (select employee_id from FND_USER
where user_id = :INV_SUM_FOLDER.CREATED_BY)
and sysdate between effective_start_date and effective_end_date
Seq: 2
Type: Property
Object_type: Item
Target Object: INV_SUM_FOLDER.REQUESTER_ID
Property Name: Value
Value: =select to_char(person_id) from per_all_people_f
where person_id = (select employee_id from FND_USER
where user_id = :INV_SUM_FOLDER.CREATED_BY)
and sysdate between effective_start_date and effective_end_date
Save and validate the personalization. Close all window, open the invoice window again and enter the invoice details. Upon saving the invoice header, the person name and id will be populated automatically.
Ensure that an employee is attached to the person entering the transaction (in the user definition screen).
Hope this helps
Vinit

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Oracle Payable Invoice Approval with AME issue

Hello,
This is on r12.
We are using AME for Oracle Payables Invoice Approval.
We have a requirement that if the supplier type is of Audit, then Person "John Johny" is the final authority on that invoices. That means such invoices will have one and only one approver - "John Johny"
To incorporate this, I did following AME setup
1. Created a List Modifiers Conditions of type "HR People" and "FND User" and explicitly assigned John Johny in the condition.
2. Created an Action Type of "Final Authority"
3. Created a rule of "List Modification" type
4. Attached appropriate conditions
5. Attached List Modifier ConditionsMy probelm is #5 from above. Even after creating conditions of List modifiers #1, It is simply not showing up in list of values when setting up the step #5. Not sure what is missing. Any advise?
Thanks,
Darsh

The AME does not apply any item class when list modifications rule type with final authority is applied.
The drop down box for item class remains grayed out
Thanks
Darsh

Oracle AME AP Invoice approval

Hi,
Can some one tell me if in AME with patch B installed.
1) Can i configure AME Invoice approval at the Org level or responsibility level rather than at the application level. I ask this question because we are a multi org single SOB environment and we are trying to implement AME for only one of the org's. If i Setup AME profile AME:Installed = Yes at the application level will all users from my other org also be affected?
2) How do i force PO matched invoices to go through Approval? it seems like the implementation guide says all PO matched invoices automatically goes to Not-required. However, we require PO matched invoices to go through approval. I have followed steps in note 337714.1 but it doesnt seem to work, my PO's still get marked as not required.
Appreciate your help.
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Gayathri

Hi Gayathri,
1) Set AME profile AME:Installed = Yes at the application level : Payables. Set Use invoice approval workflow : Y at Payables Options window > Approval step for the related operating unit. Payables invoice approval will work for only those operating units that you set Yes at Payables options.
2) Note 337714.1 was written for R11. If you have the problem at R12 please review the note.
Seeded AME Production Rules Are Not Working (Doc ID 727140.1)
It says:
Cause
The seeded condition in the INVOICE HEADER MATCH CHECK is APPROVE_MATCHED_INVOICES = False.
This means in order for that condition to be met by any specific invoice and for the production
rule to apply to it, the system would need to be setup with the mandatory attribute Approve
Matched Invoices = False but this also defaults to true.
Hence, for the rule to be applicable, the condition needs to be APPROVE_MATCHED_INVOICES = True.
Once the seeded rule is setup with condition APPROVE_MATCHED_INVOICES = True this rule will then be applicable to all the invoices entered and hence the additional condition in that rule can be
evaluated. This will alllow the production rule to be applicable to PO matched invoices which will in effect bypass approval and allow the status to change to Not Required.
Solution
To implement the solution, please execute the following steps:
1) Create a condition with APPROVE_MATCHED_INVOICES is True
2) Remove the existing condition APPROVE_MATCHED_INVOICES is False from the rule INVOICE HEADER MATCH CHECK
3) Add the new condition APPROVE_MATCHED_INVOICES is True to the rule INVOICE HEADER MATCH CHECK
4) Test on AME screens and ensure the rule is found applicable.
5) Retest with a new invoice, this time PO matched invoices should not require approval and should
change to Not Required.
Hope it works,
Zeynep

Payable Invoices Approval

Hi
I need to customize the payable invoices approval method for the legacy data (data migration)
Approach
Get the API which the Workflow is using to approve the Invoices... and customize it... create a concurrent program and submit the concurrent program...
after the data migration is completed enable the workflow...
Can you pls let me know the API name which does the approval opeartion..
I do not want to customize the workflow as it is a one time job...
If there is any changes which can be done in the interface table pls let me know.. if i can do a manual update on to the tables, if possible pls let me know the tables for same.
Regards
Yram

Hi,
We have done an extension on the approval workflow here.
Basically, if you set the WF_APPROVAL_STATUS status of the invoice and corresponding invoice line to ‘WFAPPROVED’ then the invoice is approved.

Payable invoice approval

i am using r12, tested payable invoice approval via approval management engine found following issues during testing;
1. When I change Invoice amount through "view additional invoice details" in AP Invoice approval notification it shows the old invoice amount approved by user in "Invoice approval status report" and the revised amount in parables invoice window.
2. Invoice approval status report shows incorrect invoice i.e if an invoice of Rs. 100,000/- is approved by 3 users it will show the total number of invoices approved = 300,000/- instead of Rs.100,000/-.
could you please guide me what is the problem and how to resolve it.
early reply is requested
regards
Zunair

Dear its not the reviewed amount but it is showing that "total number of invoices approved Rs. 300,000/- while it is only one invoice and it is showing **total number of invoices approved = Rs. 300,000/-** if it is showing invoice amount than it is also wrong as I have sent only one invoice of Rs. 100,000/-.

AME AP Invoice approval complex process

I have a very complex requirement for AP Invoice approval. Which will go to different cost center for approval according to attributes (DFF cost center and DFF Invoice Category)
for given at the invoice. If anyone who have worked on AME using customization. Please advice its urgent.
Pawan B

Hi,
I have a similar requirement too in my project. Could you please share with me any document you have on the same @ [email protected]
Regards
Siva Kalyan.

R12 Payable Invoice Approval - Issue - Requesting URGENT help please

Hello,
This is on r12.1
For some reason all invoices entered on Invoice workbench goes into approval mode "Not required" after we check the "initate approval" checkbox on the Action button.
This is happening irrespective of any supplier, amount we use.
We have no customizations in AME and APINVAPR workflow.
The system options approval tab has check box "Use Workflow for Invoice Approva" CHECKED.
The checkbox "Force Invoice Approval" is UNCHECKED.
We have run out of options and the problem is still persistent.
Please advise. How can we have invoices go through approval and not have it "Not Required" all the time.
Thanks,
Darsh

Hi Darsh,
can you review the AME configuration on the approval limits and the people assigned in the approval groups.
Also, is this is the first time you are using this feature ? If not, was it working fine before ....?
Also please check the below reference:
11i: APXINWKB - Invoice Approval Status Is Incorrectly Changed To Not Required when Approval is Initiated if Approval Group Contains FND Users [ID 331214.1]
Regards,
Ivruksha

Accounts payable invoice approval

Hello All,
I am working on AP invoice approval workflow, i wanted to know whether there is any standard workflow for this.
Cheers
Manish

Hi Manish,
For Non-Po Invoices(Which uses Business Object FIPP) please check workflow templates WS00400004 and WS10000051.
However for PO Invoices(Which uses Business Object BUS2081), i did not find any standard workflow templates.
However you can build your own workflows based on the requirement you have.
You can check workflow templates and event linkages in transaction SWETYPV.
Hope this helps.
Please reward points if the hint is found useful.
Thanks & Regards,
Venkat

Accounts Payable Invoice Approval query

Hi All,
I just want to know invoice approval group apply on selected invoice.
which approval group use for invoice approval
Thanks

Hi Manish,
For Non-Po Invoices(Which uses Business Object FIPP) please check workflow templates WS00400004 and WS10000051.
However for PO Invoices(Which uses Business Object BUS2081), i did not find any standard workflow templates.
However you can build your own workflows based on the requirement you have.
You can check workflow templates and event linkages in transaction SWETYPV.
Hope this helps.
Please reward points if the hint is found useful.
Thanks & Regards,
Venkat

Payables Invoice Approval AME Setups

We have a requirement where, If Invoice_amount >= 0, the approval should go to a person (employee) who approves all invoices except those that he creates. Only the invoices that he creates should go to his supervisor. And this person who approves all the invoices except his is not necessarily the supervisor of all people entering invoices, So using HR hierarchy might not be the solution here right? How can i implement such Rule using AME? I mean how do i get the approvers list here? I am pretty new to AME..Please suggest.
Thanks in Advance!
Munna

Hi Munna,
Create 2 Rules and 2 Approver groups and 1 Condition
Create a condition using "TRANSACTION_REQUESTOR_PERSON_ID" Attribute. While creating this condition, you can select the employee name (person who approves all invoices). Condition is TRANSACTION_REQUESTOR_PERSON_ID = <<<Employee name>>>
Creating 2 Approver Groups
1. Create an Approver Group and include only one person name in that. This person is the employee who will approve all the Invoice except the one created by him.
2. The second Approver Group should contain the Supervisor of the above mentioned employee.
Creating 2 Rule
1. Create the First rule will not contain any condition. Add the First Approver group in Action type Section in Rules window.
2. Create the Second rule with the condition which is created as mentioned above. Add the Second approver Group created in the Action Type section in Rules window.
I hope Invoice_amount >0 is not required because, the first rule will always apply to ALL the Invoices which does not satisfy the rule 2.
Regards,
guru

R12 Payables Invoice Approval Workflow

Hi All,
We are using standard Payables Approval Workflow.
The standard behaviour is that if we have 2 lines for an invoice, it sends the notification for first line first and waits till this line gets approved.
Once Line1 is approved, it sends the notification for second line.
Our requirement is to send the notifications for both the lines at the same time.
Can someone please suggest how we can do this?
Thanks,
Amit

Hi,
Since it is a standard WF one cannot modify it.
If we modify the standard workflow theres a chance of our changes getting erased when a patch is applied to the instance.
One can create completey create a custom workflow and make it perform all the tasks performed by seeded workflow.
Thanks,
Vinod

Invoice Approval workflow - forward functionality with AME

Dear,
We are on R12.0.6, setting up AME for invoice approval.
Looking at the Invoice Approval process Approval lookup type I don't see 'forward' or 'approve and forward' lookup codes.
Does it indicate that 'Forward' and 'Approve and Forward' functionality is not implemented for the Invoice Apporval workflow?
The AME documentation on the other hand discusses forwardingBehaviors.
If anybody went through this and can through any comments on the subject of the forward functionality in the invoice approval would be great!
Thank you
Anatoliy

Pl post details of OS, database and EBS versions.
In 11i, using AME is a requirement. I believe the same applies to R12 also.
AP Invoice Approval Workflow White Paper (Doc ID 293152.1)
A Guide to Invoice Approval Workflow - setup and demo (Doc ID 299618.1)
HTH
Srini

R12 AP Invoice Approval

We have a requirement to initiate Invoice Approval only for Prepayments. I was able to make the necessary setup in AME to take care of the necessary approval mechanism. However as the 'Use Invoice Approval Workflow' option is chcked int Payables Options, 'Standard' AP Invoices are also requiring approval. Now we do not want any approval for Standard invoices. Is there any way to implement this? There is a Force approval option, but that would require opening each AP invoice one by one and will be vey time consuming. Is there anyway to bypass Invoice approval for Standard Invoices even with 'Use Invoice Approval Workflow' is checked?

Hello
Go to PAYABLES>SETUP>INVOICE>APPROVAL WORKFLOW
Click SETUP icon for Payables Invoice Approval
Click CONDITION under Setup
Click CREATE button
Select SUPPLIER_INVOICE_TYPE_LOOKUP_CODE for Attribute
Put Prepayment in String Value
Click Apply
Now go to Rules
Click Create Button
Enter Name - e.g. Require approval for Prepayment
Click Next
Click Add Condition
Select SUPPLIER_INVOICE_TYPE_LOOKUP_CODE in (Prepayment)
Click Continue, click next
Add Action Type
Then Finish!
Note: You should inactive/delete the existing rules to prevent rule conflicts.
Let me know if it works. Thanks.
Jasmine

Invoice approval workflow - where to start?

Hi,
I would like to use invoice approval workflow to approve invoices that are not matched to POs. I am not sure where I can start and I would appreciate if somebody points me in right direction.
I already know that I should set options to enable invoice approval, but where can I set something to approve automatically matched invoices and leave manually distributed not approved. Also where can I set approval powers (are these the same approval info tables that for PO?) and where can I set up workflow for this?
Regards
Piotr

So it looks nobody answers my question, anyway I went through this myself and I am trying to set up AME. I stuck with Transaction Types. When I try to create one called Payables Invoice Approval I got error message it already exist, but when I am trying to find it, it does not give me any results. I added Transaction Types in Functional Admin, but still no luck. I believe this also might be a wrong place for this question, so if somebody transfer my post to right forum or answer it here, I would be really happy.

Change Distribution in a active AP Invoice Approval workflow notification.

Hi Experts,
My client is using oracle 11i, we are in the process of configuring the oracle payable invoice approval workflow using AME.
We have a requirement where in the person who receives the workflow notifications should be able to modify the distribution in the invoice.
The approver may not have the Oracle Payable responsibility.
Is it possible? If yes then how?
Regards,
Vishvesh

Hi,
Using the Sysadmin responsibility, please submit "Workflow Background Process" with the below parameters and see if it helps:
Process Deferred: Y
Process Timeout: Y
Please also see the following notes;
How to Manually Process the Events from Workflow Queues When The Deferred Agent Listener Won't Start [ID 953103.1]
Workflow Background Process Does Not Progress Shipped Lines: Stuck in Fulfill - Deferred [ID 804133.1]
Hope this helps!
Best Regards

AME Payables Invoice Approval

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