Defining Attributes
Responsibility = AME General Business User, Approvals Responsibility = AME General Business User, Approvals 1. Navigate to the Attribute window.
• (N) Approvals > (T) Attributes
2. Change the transaction type to VGB – Clothing Basket from the list of values available and select the continue button.
3. Scroll to the end of the page and select the Add Attribute button 4. Select the header attribute button.
5. Select Create New Name button from the Create an Attribute – Step 1 page.
6. Enter XX_VGB_TOTAL_VALUE_OF_BASKET in the name field and select the continue button. (Replace XX with your initials or your terminal number.)
7. Select an Attribute type of “currency”.
8. Enter XX total value of items in basket in the description field. (Replace XX with your name or terminal number.)
9. Select static “yes”.
10. Enter 9999,EUR, Corporate in the Usage area.
11. Select the Create Attribute button.
Note: AME will confirm the creation of the attribute for you.
12. Select the Quit button to return back to the main menu page.
Defining Conditions Defining Conditions Navigate to the Conditions window.
• (N) Approvals > (T) Conditions
1. Change the transaction type to VGB – Clothing Basket from the list of values and select the continue button.
3. Select an ordinary header condition type.
4. Select the continue button.
5. In the attribute field select XX_VGB_TOTAL_VALUE_OF_BASKET from the list of values.
6. Select the continue button
Note that the page displayed is asking for currency information.
7. Select EUR (Euro) from the list of values
8. Enter 100 in the lower limit field. (This is 100 Euros) 9. Leave upper limit field blank.
10. Select “yes” for include lower limit.
11. Select “yes” for include upper limit 12. Select the Create Condition button.
13. AME will confirm the condition being added successfully.
Defining Rules Defining Rules
Navigate to the Rules window.
• (N) Approvals > (T) Rules
14. Change the transaction type to VGB – Clothing Basket from the list of values and select the continue button.
15. 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.
16. Enter XX_VGB_TOTAL_OVER_EUR100 in the description field.
17. Select “list-creation rule” in the rule type field.
18. Accept the default system date as the start date.
19. Enter none in the end date.
20. Select the continue button.
21. Select the approval type of “chains of authority based on relative job level”.
22. Select the continue button.
23. In the approval field select “Require approvals at most 2 levels up”.
24. Select the continue button.
25. Select XX_VGB_TOTAL_VALUE_OF_BASKET in the Ordinary Conditions Header Attributes field.
26. Do not select anything in the Ordinary Conditions Line Item Attributes field.
27. Select the continue button to display “Add A Rule – Step 5 “ page.
28. Check the ordinary condition “100 EUR <= XX_VGB_TOTAL_VALUE_OF_BASKET”
from the list available.
29. Select the continue button.
30. AME will confirm the rule being successfully added.
31. Select the Quit button to return back to the approvals menu page.
Testing Testing
Navigate to the Test window.
• (N) Approvals > (T) Test 32. Select the test tab.
33. Change the transaction type to VGB – Clothing Basket from the list of values and select the continue button.
34. In the Choose Test Type page select “Create a test transaction”.
35. Select the continue button.
36. Choose a requestor type of person.
37. 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.
38. Select the continue button.
39. In the Mandatory Attributes section turn off the following attributes by changing the value to “no”. For example:
EVALUATE_PRIORITIES_PER_LINE_ITEM
40. Scroll down the page to display the non-mandatory attributes available with the VGB – Clothing Basket transaction type.
Note: AME will insert Sarah Bellem’s name as the
“TRANSACTION_REQUESTOR_PERSON_ID”.
41. Enter no against any non-mandatory attributes that you do not want to be checked with this rule for example:
VGB_IS_GIFT_WRAPPED VGB_IS_NEW_BASKET
48. Enter a value of 300 in the attribute field called “ XX_VGB_TOTAL_VALUE_OF_BASKET Amount:”
49. Select EUR from the list of values available in the
XX_VGB_TOTAL_VALUE_OF_BASKET Currency field 50. Select Corporate from the list of values available in the
RK_VGB_TOTAL_VALUE_OF_BASKET Conversion Type field
51. Select the View Approval Process button to see the rule(s) AME will execute for this test transaction.
Note: The only rule being applied for this test transaction is a list creation rule called
“XX_VGB_TOTAL_VALUE_OVER_EUR100”, which we had defined earlier.
52. Scroll to the end of the page and select the view approval list button.
Note: In the list of approvers you will see Mike Morney and Geoff Walker’s name.
53. Select the Change Attribute Values button.
54. Change the value for the XX_VGB_TOTAL_VALUE_OF_BASKET attribute to 30.
Note: AME displays that there are no rules that apply to this Euro value. . 55. Scroll down the page and select the Change an ID Attribute Value button.
56. Select TRANSACTION_REQUESTOR_PERSON_ID.
57. Select Query for TRANSACTION_REQUESTOR_PERSON_ID.
58. Enter morney in the last name field
59. Select continue. AME will replace Sarah’s name with Mike’s name as the transaction requestor person ID
60. Enter a value of 300 in the XX_VGB_TOTAL_VALUE_OF_BASKET amount attribute.
Note AME will retain the other attribute values selected previously such as the currency code and the conversion type.
61. Select the View Approval Process button
Note: In the list of approvers you will now see Geoff Walker and Sarah Price’s name.
62. Select the Quit button to return back to the Test Type page.
63. Select the Quit button to return to the main menu page.