Payables Invoice Approval AME Setup User Manual

Introduction

---

Payable Invoice Approval is a workflow process that enables you to automate the approval process. It helps in customizing and setting approval methodology based on Approver, Sequence of approval, and Criteria for approval.

AME is a framework of well-defined approval rules constructed using the following 5 component for a given:

•    Transaction Type

•    Attributes

•    Conditions

•    Actions

•    Approver Groups

•    Rules

Process Activity

---

Log in into SYSADMIN User:

 •    Select “User Management” Responsibility and select “Users” function. Give the user name and click on “Go”.

•    Click on “Update” symbol.  Click on “Assign Role” option and assign “Approvals Management Administrator”, “Approvals Management Business Analyst”, “AME Application Administrator” Responsibilities.

•    Click on Functional Administrator Responsibility. 

•    Click on “Create Grant” option.

•    Give the Name, Description, give the Specific User Name, and select the “Object” as “AME Transaction Types” click on “Next”.

•    Click on “Next” button and give “Set” as “AME Calling Applications”  and click on “Next” and “Finish” it.

•    Now Log in with User ID.

•    Select “Approvals Management Business Analyst” Responsibility.

•    Select “Business Analyst Dashboard” function.

•    Select the “Transaction Type” as “Payables Invoice Approval”.

 Define Attributes

---

FLOWS: Define Attribute-> Define Conditions-> Action Types-> Approver Groups

•    Click on “Setup” option and search with “Supplier Invoice Amount”.

•    Click on “Update” symbol.

•    Give the SQL script in “Value” field as per the requirement. By default the Value field would be there.

•    Now “Validate” it.

•    Search with “Supplier Invoice Distribution Cost Center” Attribute Name.

Click on “Update” symbol.

•    Give the SQL script in “Value” field as per the requirement. By default the Value field would be there.

•    Now Validate it.

•    Search with “Supplier Invoice Type Lookup Code” Attribute Name.

•    Click on “Update” symbol.

•    Give the SQL script in “Value” field as per the requirement. By default the Value field would be there.

•    Now Validate it.

 Define Conditions

---

•    Select “Condition” option under the Setup to define Conditions for the Approval.

•    Click on “Create” Option for defining Condition.  Select the “Condition Type” as “Ordinary” and “Attribute” as “SUPPLIER_INVOICE_AMOUNT”

•    Select the “Currency” as “NGN” and enter the Condition for “Supplier_Invoice_Amount” as “Is greater than or equal to” (-9999999999999) and “and less than or equal to” (999999999999999).

NOTE:  We can also define Conditions for “Supplier Invoice Distribution cost center value” Attribute if needed.

Action Type

---

•    Click on “Action Type” option under Setup (Payables Invoice Approval) .We can use the Existing “Action Type”.

Define Approver Group

---

•    Click on “Approver Group” option to define Approval Hierarchy inside the Setup (Payable Invoice Approval).

•    Click on “Create” option.

  

Define Rules

---

•    Define “Rules” for Invoice Approval. Click on “Rules” option under “Invoice Approval”.

•    Click on “Create” button.

•    Enter the Rule Name as “Invoice approval For AP”. Click on “Next”.

•    Click on “Add condition” option to add the defined Conditions for the approval.

•    Click on “Next” button. Give the “Action” for the Action Type “approval-group chain of authority”.

•    Click on “Next” button.

•    Click on “Finish” button to complete it.