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
Similar Messages
-
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,
DarshThe 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 -
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 -
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
YramHi,
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. -
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
ZunairDear 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/-.
-
Invoice Approval AME conditions setup
Requirement: All the payables Invoices should be approved by one employee(PERSON1) but if that employee creates the invoice it should go to another employee (PERSON2)
To achieve this, I have created 2 Rules and 2 Approver groups and 1 Condition for now as below:
I Created a condition using custom "XX_PERSON_ID" Attribute of number datatype (which will return the employee id of the person who creates the invoice).
condition is : If XX_PERSON_ID = <<EMPLOYEE_ID of PERSON1)
Then I Created 2 Approver Groups
1. Created a static Approver Group and included only PERSON1 in that. This person is the employee who will approve all the Invoice except the one created by him.
2. The second static Approver Group contains PERSON2.
Then I Created 2 Rules
1. Created the First rule with out any condition and then I added the First Approver group in Action type Section in Rules window. (Here in this all the invoices goes to PERSON1 for approval including the one he creates)
2. Created the Second rule with the condition mentioned above and then I added the Second approver Group created in the Action Type section in Rules window (Here the invoice created by person1 goes to person2 ).
Now my question is, how can i stop PERSON1 from getting notifications in 1st rule. Please advice.
I tried to put a condition something like this in the first rule : If If XX_PERSON_ID not equal to <<EMPLOYEE_ID of PERSON1), then all the invoices will go to person1 for approval, but in the condition setup, its only taking 'equal to' and not 'not equal to' when i create a number datatype attribute.
Has some one ran in to same issue before? Or can someone help me on this?
thanks,
MunnaHi Munna,
since you have created the 1st rule without any condition hence it will always apply unless you specify a condition. Also currently AME does not support 'not equal to' conditions and ERs have been raised.
Your requirement of "how can i stop PERSON1 from getting notifications in 1st rule" can be fulfilled in different ways. You need to provide a condition for the 1st rule. Please try this approach.
- Instead of using a custom attribute to return the employee id of the person who creates the invoice, define a number attribute (say XX_APPROVAL_LEVEL) for returning 0 or 1 (number) . You can use boolean (true/ false) but then you have to use seeded ame functions for boolean ame_util.booleanTrue / ame_util.booleanFalse. But these functions create issues sometimes and hence I'll suggest to use a number (0/1) attribute. You can also try string ('true'/ 'false') to match with string
- For this custom attribute write a query (there is char limit for dynamic usage) / define a database function and use it to return 0/1 based on whether employee ID of person creating the invoice is same as PERSON1.
Say, return 0 when employee ID of PERSON1 'NOT equal to' employee ID of person creating the invoice.
Return 1 when employee ID of PERSON1 = employee ID of person creating the invoice.
Return -1 or some other value for exceptions. For exceptions you need to stop the approval.
a) if you are using query then you can use this format:
SELECT DECODE(employeeID.invoice_creator,SELECT employee_ID.PERSON1 from employee_table where full_name = 'PERSON1', 1, 0) FROM table with joins between invoice and employee tables etc
OR
b) If you are using function then in the dynamic usage write:
SELECT fuction_name (:transactionID) from dual
Note: I have just given the code format above, not real codes.
- Now define 2 conditions using the custom attribute.
i) lower limit = 0, Upper limit = 1, include lower limit Yes, include upper limit No
The condition should mean 0 <= XX_APPROVAL_LEVEL < 1; i.e. it should be true only when the value is 0
ii) lower limit = 1, Upper limit = 2, include lower limit Yes, include upper limit No
The condition should mean 1 <= XX_APPROVAL_LEVEL < 2; ; i.e. it should be true only when the value is 1
Adjust the conditions are needed.
- Let the approval groups be same as you have defined.
Define the Rules as mentioned below:
i) This rule is for all invoices except those created by PERSON1.
Use 1st condition (i.e. value = 0) and add the 1st approval group having PERSON1
ii) This rule is for all invoices created by PERSON1.
Use 2nd condition (i.e. value = 1) and add the 2nd approval group having PERSON2
You can use similar approaches or other methods to get this solution as well like using exception conditions, rule etc.
Best of luck!
Thanks
Supro -
Invoice Approval Workflow Setup in EBS R12
Is there an easy way to tie the invoice approval process into the approval groups and rules that are already set up for the PO or Requisition Approval Process (Purchasing Approval Hierarchy)? I'd like to keep the maintenance all in one place rather than recreating all the rules in AME.
EBS 12.1.3Hi,
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 -
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,
DarshHi 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
ManishHi 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
ThanksHi 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 -
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,
AmitHi,
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 -
How to create Invoice Approval in oracle Payable R12 ?
Hi All..
Can any one let me know how to create Invoice Approval in oracle payable R12?pl.go thru following link.
http://oracleerpfunctional.blogspot.in/2012/08/ap-invoice-approval-workflow-setup-and.html
http://oracleerpfunctional.blogspot.in/2012/08/oracle-approvals-management-ame-setup.html
http://www.scribd.com/doc/101107120/Oracle-Payables
HTH
Sanjay -
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.
Thanks
GayathriHi 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 -
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
AnatoliyPl 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 -
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
Maybe you are looking for
-
I really need help this has happend 5 hours ago and the ipod os still showing the apple logo and the buffering icon below it! It re booted several times till now. Need help fast!
-
Infosource 8ZISCMS10 is not defined in the source system
Hi Gurus, I got an issue when loading the data with in SAP BW (Info source is ODS),It threw an error message stating "Infosource 8ZISCMS10 is not defined in the source system", Could any one of you help me in this regrad plz, N:B: I have activated th
-
Report Source from Column in Table
I'm probably just not using the correct search words so pardon me if this has already been answered here. I have a table has a list of reports and the SQL required to generate that report. So page 500 executes this report source: select t.reptid, t.s
-
Configuration between SAP PI and BPM in SAP PO
Dear Experts, I am working on SAP PO 7.31 and want to carry out configuration between SAP PI and BPM in SAP PO. I carried the post installation activities in NWA i.e. CTC. Helplessly , I could not find any documents and notes to refer the configurati
-
Can Someone Recommend a Path?
I thank everyone who might take the time to reflect on my question and answer in advance, and please pardon the newbie perspective. I'm a publisher, know how to make ebooks in InDesign with multimedia. Is there a work path that will let me design my