Overview
In this practice you will add a rule which says that that from 1st April 2004, Vision’s fiscal start of year, the organsation will require all baskets with 5 or less items to be approved by the immediate supervisor as well as John Doe.
For this rule you will be using an approval group which will consist of John Doe only and an approval type of chain of authority, which includes an approval group. You do not need to define any new conditions or attributes, as you will be using the attributes and condition defined in topic 2.
Assumptions Assumptions
• You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
• The names used throughout this practice are for the purpose of the practice and bear no resemblance to any particular organization or individuals
• Prefix all names of rules, attributes and conditions with your assigned unique group number or your initials.
• Use the General Business User responsibility for all practices unless stated otherwise Tasks
Tasks
Defining Approval Groups Defining Approval Groups
You will need to define an approval group with John Doe as the only member.
Defining Rules Defining Rules
You will define a list creation rule, which will use the attributes and condition defined for topic 2 (number of items in basket less than 5).
Testing Testing
You will test the rule by creating a test transaction. The requestor is Sarah Bellem and when submitting the rule the attributes not required will be turned off.
Solution – Defining and Using Approval Groups
Defining AttributesDefining Attributes
Responsibility = AME General Business User, Approvals Responsibility = AME General Business User, Approvals Defining Approval Groups
Defining Approval Groups 1. Navigate to the Groups window.
• (N) Approvals > (T) Groups
Note that Approval groups are common to all transaction types therefore you will not be asked to select a transaction type.
2. Scroll to the end of the page and select the Add Group button.
3. Enter “XX_VGB_APPROVAL_GROUP_JOHN_DOE” as the name of you r approval group. (Replace XX with your initials or your terminal number).
4. Enter “VGB Approval Group for Future Date Rule” in the description field.
5. Select “static” in the Active List field as we are going to define the names of the approversrather than selecting names via a query.
6. Select the Create Group button. AME will confirm the group being successfully added, however you have to now define the members of this group.
7. Select the Add Approver button found at the bottom of the page.
8. Enter doe in the last name field to search for Mr. John Doe’s record from HR.
9. Select approver type of person.
10. Select the search button.
11. Select the continue button after AME finds John Doe’s record and displays the full name and employee number.
12. Select the Order number of “1” for this record i.e. John is the only person in this approval group.
13. AME will add John’s name in the members list.
Defining Rules Defining Rules
14. Navigate to the Rules window.
• (N) Approvals > (T) Rules
15. Change the transaction type to VGB – Clothing Basket from the list of values and select the continue button.
16. Scroll to the end of the attributes page and select the Add A Rule button to define the first rule for a range of items within 0 – 5.
17. Enter XX_VGB_FUTURE_DATED_RULE_JOHN_DOE in the description field. (Replace XX with your initials or your terminal number.)
18. Select “list creation rule” in the rule type field.
19. Enter 04-01-2004 as the start date. (This will be 1st April 2004) 20. Enter none in the end date.
21. Select the continue button.
22. Select the approval type of “chain of authority includes an approval group”.
23. Select the continue button.
24. In the approval field select “Require approval from XX_VGB_APPROVAL_GROUP_JOHN_DOE”.
25. Select the continue button.
26. Select XX_VGB_NO_OF_ITEMS_IN_BASKET. (XX is replaced with your initials or your terminal number.)
27. Do not select anything in the Ordinary Conditions Line Item Attributes field.
28. Select the continue button to display “Add A Rule – Step 5 “ page.
29. Check the ordinary conditions “0 <= XX_VGB_NO_OF_ITEMS_IN_BASKET <= 5” from the list available.
30. Select the continue button.
31. AME will confirm the rule being added successfully.
32. Select the Quit button to return back to the approvals menu page.
Testing Testing
33. Navigate to the Test window.
34. Select the test tab.
35. Change the transaction type to VGB – Clothing Basket from the list of values and select the continue button.
36. In the Choose Test Type page select “Create a test transaction”.
37. Select the continue button.
38. Choose a requestor type of person.
39. Enter bellem in the Last Name field and select the search button.
Note: AME will retrieve all records that match the search criteria. In this case there is only one employee record with this name, Sarah Bellem.
40. Select the continue button.
41. Enter “selected date” in the effective rule date and transaction date and select a date of 1st April 2004 (since we want to test a future dated rule.)
42. In the Mandatory Attributes section turn off the following attributes by changing the value to “no”:
− EVALUATE_PRIORITIES_PER_LINE_ITEM
− USE_RESTRICTIVE_LINE_ITEM_EVALUATION
43. Scroll down the page to display the non-mandatory attributes available with the VGB – Clothing Basket transaction type.
44. Enter “3” as the value in the attribute XX_VGB_NO_OF_ITEMS_IN_BASKET.
Note: AME will insert Sarah Bellem’s name as the
“TRANSACTION_REQUESTOR_PERSON_ID”.
45. Enter “no” against the following non-mandatory attributes:
− XX_VGB_IS_GIFT_WRAPPED
− XX_VGB_IS_NEW_BASKET
Note: There are two rules being applied for this transaction:
− RK_VGB_0_TO_5_ITEMS_IN_BASKET
− RK_VGB_FUTURE_DATED_RULE_JOHN_DOE
46. Scroll to the end of the page and select the view approval list button.
Note: In the list of approvers you will see Mr. Mike Morney’s name first in the list followed by John Doe’s name.
47. Select the Change Attribute Values button.
48. Change the effective and selected dates to “none”.
49. Select the View Approval Process button.
Note this time AME will only apply one rule “XX_VGB_0_TO_5_ITEMS_IN_BASKET”.
50. Select the view approval list button.
Note: In the list of approvers you will see Mr. Mike Morney’s name only as he is Sarah’simmediate supervisor.
51. Select the Quit button to return to the main menu page.