R12 Oracle Using and Maintaining Approvals Management - Self-Study Course

This course covers the general concepts, plus using the attributes, conditions, and action types to set up your rules in AME. The module is designed to concentrate on the concepts of understanding Approvals Management in any organization.

This course covers day-to-day operations and maintenance activities that a Business Analyst user of AME performs. The topics in this e-class focuses on various ways in which rules can be defined to address typical business needs, which users can define based on the scenario examples for each topic. This course is applicable to both R12 as well as 11i users.

The targeted audience for this module is anyone interested in using or setting up AME such as developers, support personnel, consultants as well as business users charged with enforcing the enterprises approvals.

Learn To:

• Create transaction types in AME
• Define attributes, conditions, and approver groups
• Define various types of rules
• Use the test workbench to test your rules
• Prioritize rules

Audience

• End Users
• Business Analysts
• Functional Implementer
• Sales Consultants
• Technical Consultant
• Project Manager

Course Topics Introduction to AME Approval Processes Using the Administrator and Business Analyst Dashboard Approval Policies Building List Creation Rules - Part 1 Test Workbench – Testing Rules and Transactions Building List Creation Rules - Part 2 List Modification and Substitution Rules Defining and Using Approver Groups Defining Exception Rules Date Attributes and Rule Effective Dates Line Level Items and String Attributes Dual Chains of Authority Handling Multiple Rules on a Transaction Rule Priorities
Course Objectives

• Gain a high level understanding of the concepts of Approvals
• Gain a brief introduction to what is the focus of this class and the topics that it is going to cover
• Define Number Attributes and Supervisor action types when building list creation rules
• Use the Test Workbench tab to create test transactions and test your rules
• Define Currency Attributes and Job Level approvals when building list creation rules
• Define Substitution Rules
• Define Boolean attributes when defining approver groups
• Define conditions and exception rules
• Define rules with rule effective dates
• Define line level items and string attributes
• Use dual chains of authority
• Define and use multiple rules for a single transaction
• Prioritize rules