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_IS_GIFT_WRAPPED in the name field and select the continue button.
(Replace XX with your initials or your terminal number.) 7. Select an Attribute type of “boolean”.
8. Enter “XX is gift wrapping required” in the description field. (Replace XX with your name or terminal number.)
9. Select static “yes”.
10. Enter “false” in the Usage area.
11. Select the Create Attribute button.
Note: AME will confirm the creation of the attribute for you.
12. Repeat steps 3 – 11 above to create the second attribute.
For the second boolean attribute enter XX_VGB_IS_A_NEW_BASKET as the attribute name and enter a description of “XX is a new basket” with “true” in the usage field.
13. Select the Quit button to return back to the main menu page.
Defining Conditions Defining Conditions
14. Navigate to the Conditions window.
• (N) Approvals > (T) Conditions
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 conditions page and select Add a Condition button.
17. Select an ordinary header condition type.
18. Select the continue button.
19. In the attribute field select XX_VGB_IS_GIFT_WRAPPED from the list of values.
20. Select the continue button to select the value true.
21. Select the Create Condition button.
22. AME will confirm the condition being added successfully.
23. Repeat steps 2 to 8 for the second condition “XX_VGB_IS_A_NEW_BASKET with a usage of “true”.
Defining Approval Groups Defining Approval Groups 24. 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.
25. Scroll to the end of the page and select the Add Group button.
26. Enter “XX_VGB_GIFT_WRAPPING_GROUP” as the name of your approval group.
27. Enter “VGB group for gift wrapping service” in the description field.
28. Select “static in the Active List field as we are going to define the names of the approvers rather than selecting names via a query.
29. Select the Create Group button. AME will confirm the group being successfully added, however you have to now define the members of this group.
30. Select the Add Approver button found at the bottom of the page.
31. Enter peace in the last name field to search for Mr. Warren Peace’s record from HR.
32. Select approver type of person.
33. Select the search button.
34. Select the continue button after AME finds Warren Peace’s record and displays the full name and employee number.
35. Select the Order number of “1” for this record – i.e. Warren is the first person in this approval group.
36. AME will add Warren’s name in the members list.
37. Repeat steps 21- 27 to add Ms Sandy Beach into this approval group.
Defining Rules Defining Rules
38. Navigate to the Rules window.
• (N) Approvals > (T) Rules
39. Change the transaction type to VGB – Clothing Basket from the list of values and select the continue button.
40. 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.
41. Enter XX_VGB_GIFT_WRAPPING_SERVICE in the description field. (Replace XX with your initials or your terminal number.)
42. Select “pre-list approval-group rule” in the rule type field.
43. Accept the default system date as the start date.
44. Enter none in the end date.
45. Select the continue button.
46. Select the approval type of “group approvals before the chain of authority”.
47. Select the continue button.
48. In the approval field select “Require pre approvals from XX_VGB GIFT WRAPPING GROUP”.
49. Select the continue button.
50. Select XX_VGB_IS_A_NEW_BASKET and XX_VGB_IS_GIFT_WRAPPED in the Ordinary Conditions Header Attributes field. (XX is replaced with your initials or your terminal number.)
51. Do not select anything in the Ordinary Conditions Line Item Attributes field.
52. Select the continue button to display “Add A Rule – Step 5 “ page.
53. Check the ordinary conditions “XX_VGB_IS_A_NEW_BASKET is true and
“XX_VGB_IS_GIFT_WRAPPED is true” from the list available.
54. Select the continue button.
55. AME will confirm the rule being successfully added.
56. Select the Quit button to return back to the approvals menu page.
Testing the Approval Group Rule Testing the Approval Group Rule 57. Navigate to the Test window.
• (N) Approvals > (T) Test 58. Select the test tab.
59. Change the transaction type to VGB – Clothing Basket from the list of values and select the continue button.
60. In the Choose Test Type page select “Create a test transaction”.
61. Select the continue button.
62. Choose a requestor type of person.
63. Enter morney 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, Mike Morney.
64. Select the continue button.
65. 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
66. 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”.
67. Enter “yes” against the following attributes:
− XX_VGB_IS_GIFT_WRAPPED
− XX_VGB_IS_NEW_BASKET
Note: The only rule being applied for this test transaction is the pre approval rule called
“XX_VGB_GIFT_WRAPPING_SERVICE”, which we had defined earlier.
68. Select the note pad icon to display full details about this rule.
69. Scroll to the end of the page and select the view approval list button.
70. Note: In the list of approvers you will see Mr. Warren Peace’s name first in the list followed by Sandy Beach’s name.
71. Select the Change Attribute Values button.
72. Change the value for the XX_VGB_IS_A_NEW_BASKET to “no”.
73. Select the View Approval Process button.
Note AME comes back with an “error” message saying that at least one rule must apply to the transaction. The Gift Wrapping rule could not apply in this instance because the basket was not new.
74. Select the Quit button to return to the main menu page.