Setups Required for 827
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Transcript of Setups Required for 827
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.