Oracle Loans approval through AME or Position Hierarchy?

Can we use AME for Oracle loans? Or if we use Position Hierarchy, from where I can define approval limits?
Do anyone has an Oracle Loans student guide?

Please reply....

Similar Messages

Loan Approval through AME

Hi All
We are using oracle loans module and we want to use apprval managemnt (AME) for loan approval.
I have completed the setups at AME level and enbled profile option AME Installed but it is not sending the approval notification to the member who has assighned to specific approval group. If the profile option is disabled then notification is going to all the group members.
Here my requirement is that we want to send the notification to the members of a respective approval group. We are not using position hirarchy or supervisor hirarchy.
Thanks

Please reply....

BI Reporting across multiple approval years - IM program position hierarchy

Hi,
We have an issue with our BI report whereby if a user wants to report year to date actuals for financial year 2010,
they need to run the IM report twice.
This is because the IM report is run with a program hierarchy(based on 0PROG_POS), and the infoobject is compounded to approval year.
So, closed projects (with spend in 2010) exist in program hierarchy with approval year 2010
AND open projects (with spend in 2010) exist in program hierarchy with approval year 2011
So to get true 2010 expenditure, the report need to be run once for approval year 2010 and once for approval year 2011.
The users want to be able to run the report once only.
Please help.
I have looked in R3 SBIW convert program name, but that seems to combine 2 programs into one, but they need the same approval year.

it sounds like you've approached the setup correctly, you may want to ensure all the values in the the records you are retracting are valid in ECC - ie make sure you master data is in sync, for example have you got new planning versions in BW/BPS and try to retract data back int a system that does not recognise the new values for 0version as they are not in the master data of the ECC system

Leave approval through Position Hierarchy

Hi All,
I have requirement regarding Leave approval which I want to perform through position hierarchy despite of immediate supervisor, can any body tell me the step where I can perform this through AME?
Regards,

You don't have to use the supervisor hierarchy. By using an AME rule, you can return the approver list using a wide range of logic. You can make use of the position hieracrhy, or you could choose to have an approver group based on some other logic. You will need to make sure that your transaction type (self service HR) has access to the appropriate action type (e.g. position hierarchy) to do this.
Regards
Tim

How to use position hierarchy for approval in custom workflow ?

Dear All,
I have created a custom workflow which fires when ever a new supplier site is created.
Now I want to add approval hierarchy in this flow. For that I want to use Position Hierarchy.
I have not find useful resources for doing that. Can you please help me?
Regards,
Rubayat

Hi;
Please review:
How to Create a New Position Hierarchy [ID 437489.1]
Adding Positions to a Hierarchy from Another Business Group [ID 356127.1]
How To Determine Position Controlled Organizations In The Hierarchy? [ID 549628.1]
How Does One Create and/or Update Position and Position Hierarchy in HR Using an API? [ID 736443.1]
Using AME, How To Create Approval Routing To a Certain Position In HR Position Hierarchy [ID 1501433.1]
Regard
Helios

Position Hierarchy in AME

Dear All,
I am new to AME. Can you please share the detail steps for using Position Hierarchy in AME. I understand approval limits are not honoured in AME.
We have a requirement that based on requistion type (regular, contract, Service) the approval should follow a different heirarchy and should have approval limits based on Positions . We enabled a DFF on requistion headers to determine the Req type.
Can we achieve this in AME.
KR,
Srikanth

Dear All,
I am new to AME. Can you please share the detail steps for using Position Hierarchy in AME. I understand approval limits are not honoured in AME.
We have a requirement that based on requistion type (regular, contract, Service) the approval should follow a different heirarchy and should have approval limits based on Positions . We enabled a DFF on requistion headers to determine the Req type.
Can we achieve this in AME.
KR,
Srikanth

(urgent) Position Hierarchy and PO approval...

Hi,
We have re-engineered the current Position and Job Flexfield set-up, basically an additional segment in the Position FF and hiding a segment in Job FF. Adn the employee will be assigned to a one level high in the organization. So basically, employee will be assigned to a new org as well.
Due to the changes, all employees will be moved to a new position. Now since client is utilizing the Position Hierarchy, I would like to know if we
need to approved all the outstanding PO that requires approval, before moving the employees to the new assignment?
If we dont do that, will there be any implications or will it cause any problems moving forward.
Another question is, is it necessary to approved all the PO before changing all the employee assignment???
Your response will be greatly appreciated.
Thanks..

PO Approval workflow is highly sensitive to changes while workflows are in progress. Remember workflow is versioned, so if you make changes to the workflow itself, then in progress workflows will still execute using the workflow definition at the time it started. Changing the user name is one no-no while that user has a PO Approval related to them in progress.
However saying that, its tough to answer your question without knowing more detail of the changes. If the original approval related data structures remain in place and you haven't changed the workflow definition, then the in process workflows may be okay to complete assuming the new positions the employees are moved to still allow the "Find Approver" function to execute correctly... not sure about the organization part...
As always, try it out in your test environment!
Regards,
Gareth

Query regarding the Position Hierarchy.

Client Version:R12.1.3
We are setting up Position Hierarchy.
Have a query in the setup.
We have a position called Clerk--Number of Holders---2
Clerk --Holder 1 is reporting to Manager 1
Clerk Holder2 is reporting to Manager 2.
When we are trying to set the Hierarchy.
It is taking both the holders in consideration.
Request to assist.
Thanks in advance
Regards
Srini

914612 wrote:
Dear user13056460,
your query is very obvious you have a position type pooled and two employees are assigned to this position where in the hierarchy it shows two holder, if you want my opinion let each clerk have his own unique position as Clerk LA and CLerk DC by this you will not go through the headache of having two hierarchies and if youre having two hierarchies you need also to enable the document type (can change approval path option) the workflow engine by your scenario will get lost because two individuals have the same position so it will go to only one, options youre having
1- let the postion with a two holder but enable the users to select approval path and employee while submiting PO's
2- give each clerk a unique position name which is easier.
Let me know if you have any more inquiries
Regards
Ammar M. GhazalehAmmar,
That is what we have the requirment..
I tried changing the existing hierarchy..but it is not working..
For 2 clerks here..we created say 100.Purchase Clerk as Job and position as 200.Purchase clerk
for the second clerk it has same job as 100.Purchase Clerk as Job and position as 200.Purchase clerk1
(we changed a bit)
one clerk reports to one manager..and the manager reports to dept head.
one clerk reports to dept head..
so while in hierarchy dept has total 3 sub ordinates and when we drill down manager has 1 sub ordinates..
which makes sense...
i created approval groups also...and assignments too..
but when the newly created clerk logins and when he forwards documents..he is not seeing the default heiarchy..we have set this up in documents types..
and the second old clerk he is seeing this when he is forwading documents for approval..
where did i miss the setup?
Please Advise
Thanks
Mahendra
Edited by: 843237 on Feb 16, 2012 4:24 PM

Purchase Order Approval through Mobile Phone / BlackBerry

Dear fellows i am interested in Purchase Order Approval through Mobile Phone / BlackBerry. I have seen MSCA Mobile Supply Chain Application Guide but that is for telnet only devices and specific to supply chain. What are setup requirements to make PO approve though "Web App" or "Mobile App" as show in below image URL. We need to work it primarly on BlackBerry.
http://www.exforsys.com/images/OracleApps/t10_files/image010.gif
That will require logging in to EBS through Mobile and Making EBS available on Public IP !?! If this all fuss needs to be done then is there some Notification Alert type mechanism which sends email, but here a user could also reply that email with keywords to Approve or Reject that PO !?!
Thank you.

Dear Hussein, ur links are iPhone specific and also BPEL Connector specific ("Oracle Buisness Approvals for Managers" BPEL Connector). The links for Blackberry assume that i am atleast already getting emails on blackberry through EBS. Our env is through MS Exchange Server. Where as i believe from ur suggected docs that the EBS needs to have its own direct setup with blackberry
In our current env we are using Oracle Alerts to Just send an email to user that PO for approval is waiting. We are NOT using "Oracle WorkFlow Notification Mailer". For blackberry will we be locked to use Workflow Mailer (i see patch 6802716 pre req also)!?! or we can still use simple Alerts!?!
following thread says type "approve" in reply whereas metalink guides tell a URL to click in email. will it be a ...
href="mailto:[email protected]?body=approve"
type URL!?!
http://oracle.ittoolbox.com/groups/technical-functional/oracle-apps-l/po-approval-through-mail-3077383
===============================================================
There are a couple of steps that need to be complete before this will work.
Pre- Req's
1. Associate all apps users / approvers with email addresses
2. sync apps users with workflow
3. Check workflow users to make sure email is set to HTML.
4. Configure and enable workflow mailer. You will need configuration information for the email service being used and a mailbox on the email service.
5. Send a test message from workflow mailer to an apps user.
If this is successful, then email based approval will work. If the user tries to approve using a smart phone (blackberry, etc.) they will have to hit reply and type approve as the message for approval to work.
this guy also points to this idea.
http://secure.meetingexpectations.com/oaug/eLearning/elSchedule.aspx?DayOfWeek=3&mtd=8/1/2007
===============================================================
August 21, 2007
Session 2
August 21, 2007 12:00 PM U.S. Eastern (New York) Time
Approving Requisitions/PO’s in Oracle E-Business Using Blackberry Devices
Presentation of a solution using Blackberry Devices to approve requisitions and purchase orders in Oracle E-Business Suite. This solution required creating a text message to send to Blackberry users, and modifying the Workflow Java Mailer to be able to correctly read the default messages being sent back from blackberry devices. In addition, profile options were created that allowed simple key strokes to be translated into Approve or Reject options recognized by Oracle Workflow Java Mailer.
Session Closed
Presenter, Company: Bolton Carroll, The Revere Group
this one too...
=========
http://oracle.ittoolbox.com/groups/technical-functional/oracle-apps-l/iexpense-approval-via-blackberry-and-iphones-3047841
This one is DIFFERENT!
METALINK: List Of Certified Devices For Mobile Field Services and Field Service Wireless [ID 793392.1]
========================================================
Also, recently we have developed something called 'MiniWireless Server', which is a light weight server replacement of Oracle Wireless Server and can be run along with Mobile Server of Oracle Lite. Please refer Metalink note 758680.1 for more details. You may want to communicate this to customer if they are planning for fresh implementation.

PO approval through E-mail

Hi experts,
We are in Oralce EBS v11.5.10.2. And need Purchase order approval through e-mail.
pl guide me step by step process for configure.
regards,
mahes

You need to setup the mailer (outbound & inbound). You can refer "Oracle Workflow Administrator's Guide" => "Step 6: Implementing Notification Mailers" for more details.
Thanks, Raja

Purchase Order Approval through Mobile Phone

Hi,
Our EBS environment is with version 11.5.10.2 and database 11gR2.
We got a requirement of configuring Purchase Order Approval through Mobile Phone / BlackBerry
Could anyone send few docs related to this.
Regards,
Mahesh

Please see these docs/links.
Is It Possible To Approve Purchase Orders , Requisitions Via Blackberry, Smart Phone, or PDA? [ID 338874.1]
Unable to Approve Purchase Orders via Blackberry [ID 444122.1]
Blackberry Displays the Emails with HTML Tags in the Email Body [ID 802225.1]
Troubleshooting Inbound Email Notifications [ID 1184846.1]
Email Notification Approvals Are Discarded [ID 471423.1]
Missing Html Buttons To Approve, Foward, Reject In Email Notification [ID 395986.1]
Using Mobile Devices with Oracle E-Business Suite
http://blogs.oracle.com/stevenChan/entry/mobile_devices_ebs
Hands-On with Oracle's iPhone Apps
http://blogs.oracle.com/stevenChan/entry/handson_with_oracles_iphone_apps
Thanks,
Hussein

APPROVALS IN POSITION HIERARCHY IN HRSS

Buddies,
Assume:
A and B are the two managers having same designations (Manager purchase)
C and D are the two employee have same designation (purchase supervisor)
Purchase supervisor are reporting to purchase manager.
We are using positon hierarchy for approvals in HRSS
leave of absence requests generated by C and D will go to only manager or will be going to both manager. What will be the approval process when their are more than one persons at same desigation.
Please help

You can create approval group as you want. But looks like even though you are using Position Hierarchy positions are not single incumbent. So if you send approval to position id or person occupying the position that would not be correct. So I think you may have to use supervisor hierarchy as well in this case to send the approval to the appropriate person.
Let us know the detailed requirements.

Position Hierarchy - Employee Supervisor Change

Hello,
We have few of our Operating Units setup with Position Hierarchy Approval method for Purchasing documents. We want to change this to Employee-Supervisor Relationship due to change in some of the global policies.
Would like to know what are the implications & what are the things to be taken care.
Thanks,
Shilpa

You will find that emp. Supervisor hierarchy (ESH) is simpler to setup and understand. But it has less functionality.
e.g. In PBH (position based hierarchy), you can submit PO's using different paths if necessary. But in ESH, the po always will go to the supervisor and his supervisor etc.
To implement your change
1) Go to the define employees screen (in the purchasing module if you use Shared HR or in the HRMS module if you use full HRMS). Enter the supervisor name for all employees that will submit /approve PO.
2) Purchasing > setup > organizations > financial options > Human resources tab > uncheck "Use approval hierarchies" checkbox
3) You can end-date existing hierarchies.
4) You don't have to run Fill employee hierarchy program anymore.
5) When a person leaves or there is a reorg, make sure you update the supervisor name for the employees.
6) You need to continue to maintain approval groups and assignments as before.
Hope this answers your question,
Sandeep Gandhi

Position Hierarchy Based on secondary assignments.

Hi,
We have created a position hierarchy. While defining the hierarchy, for a position, which is secondary assignment for a person, is visible.
However, when we create PO and forward to, the person whose secondary position is in hierarchy, is not coming in forward to list.
If we include primary assignment position in hierarchy, than the person is available in the forward to list.
Is there any sort of security of data working behind?
Abdul Wahid
http://iwidi.org

I understand, what you are looking forward is an Enhancement request
Have a look at the below ER
1351979: APPROVAL WORKFLOW TO ALLOW SECONDARY ASSIGNMENT IN POSITION HIERARCHY
Purchasing only uses the primary assignments for the purchasing functions.
To use the Position Hierarchy, it must be setup on the employee's primary
assignment.

Position Hierarchy Diagram

Dear All
We are upgrading from Oracle 11.0.3 to R12. The Organization Diagram is working fine.But the Position Hierarchy Diagram is empty. The position hierarchy is set properly.
In the Job window nothing is updated in front end, but there are 32 records in per_jobs table. Because of this, In assignment window job LOV is empty and in the position table job is empty.
Is this could be a reason of the position hierarchy diagram empty.
Thanks in advance
Regards
Nakshathra

-- Diagrammer Window shows Blank, even if the Position Heriarchy set correctly----
Hi,
Currently we have a SR(TAR) pending from oracle regarding the same issue as we have upgraded from 11.5.10.2 Family pack k rollup 1 to Family Pack K rollup 2.
Oracle has identified this as a bug and assigned to their development team.
Regards,
Naga

Oracle Loans approval through AME or Position Hierarchy?

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