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    Credit Memo Workflow11

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    faca9883
    This document provides an overview of the credit memo workflow process in Oracle iReceivables both with and without using the Approval Management Engine (AME). It discusses the setup required including defining transaction types, approval limits, collectors, and loading the workflow. It then summarizes the workflow process with and without AME, and provides tips for debugging. Demonstration videos are linked to illustrate the full dispute and approval cycle.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Credit Memo Workflow11

    Uploaded by

    faca9883
    309 views29 pages
    This document provides an overview of the credit memo workflow process in Oracle iReceivables both with and without using the Approval Management Engine (AME). It discusses the setup required including defining transaction types, approval limits, collectors, and loading the workflow. It then summarizes the workflow process with and without AME, and provides tips for debugging. Demonstration videos are linked to illustrate the full dispute and approval cycle.

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    Credit Memo Workflow11

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    This document provides an overview of the credit memo workflow process in Oracle iReceivables both with and without using the Approval Management Engine (AME). It discusses the setup required including defining transaction types, approval limits, collectors, and loading the workflow. It then summarizes the workflow process with and without AME, and provides tips for debugging. Demonstration videos are linked to illustrate the full dispute and approval cycle.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    309 views29 pages

    Credit Memo Workflow11

    Uploaded by

    faca9883
    This document provides an overview of the credit memo workflow process in Oracle iReceivables both with and without using the Approval Management Engine (AME). It discusses the setup required including defining transaction types, approval limits, collectors, and loading the workflow. It then summarizes the workflow process with and without AME, and provides tips for debugging. Demonstration videos are linked to illustrate the full dispute and approval cycle.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
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    Document964902.1

    iReceivableCreditMemoWorkflowSetup,UsageandDebugging(DocID964902.1)
    InthisDocument
    Goal
    Solution

    Prerequisites

    iReceivablesCreditMemoWorkflowWithoutApprovalManagementEngine(AME)

    iReceivablesCreditMemoWorkflowWithAME

    DebuggingTips

    References

    APPLIESTO:
    OracleiReceivablesVersion12.0.0andlater
    Informationinthisdocumentappliestoanyplatform.
    ARCMREQ,ARAMECM
    ***CheckedforRelevance05NOV2012***

    GOAL
    UnderstandtheworkflowintheCreditMemoWorkflowprocesswithandwithouttheuseoftheApprovalManagement
    Engine(AME)intheapprovalfortheCreditMemosanduseprocess.Wewillalsohaveaquicklookatthesetup
    requiredtouseiReceivables.
    Prerequisites
    iReceivablesCreditMemoWorkflowWithoutApprovalManagementEngine(AME)
    Setup
    UnderstandingtheWorkflow
    Demonstration
    iReceivablesCreditMemoWorkflowWithAME
    Setup
    UnderstandingtheWorkflow
    Demonstration
    DebuggingTips

    SOLUTION
    Prerequisites
    1. SetupEmployeesinHRMSandAssignJobandPositions.
    DefineJobsandPositionHierarchy
    DefineEmployee:
    ToEnteranEmployee
    HRResponsibility:People:EnterandMaintain
    AttachPositionandJobtoEmployees
    ToAssignajobtotheemployee:
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    HRResponsibility:People:EnterandMaintain>ClickontheAssignmentbutton.

    SetupOracleReceivablesRelease12
    DefineTransactionTypes
    Navigation:Setup>Transactions>TransactionTypes
    ThisistheCreditMemoTransactionTypewewillattachtotheinvoicetransactiontypetocreateCreditMemoson
    approval.

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    DefineCollectors
    Navigation:Setup>Collections>Collectors
    GivetheCollectornameandselecttheemployeename.

    DefineCustomerProfileClass
    Navigation:Customer>ProfileClasses
    Defineacustomerprofileclasswiththecollectordefinedabove.

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    Attachthecustomerprofileclasscreatedtoyourcustomer.
    Navigation:Customer>CustomerAccount>AccountProfile

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    UpdateLookups
    Navigation:Setup>System>QuickCodes>Receivables
    Thesearethedisputereasonsthatcanbeselectedwhenthedisputeisraisedontheinvoice.Thisisanextensible
    lookup,soyoucanaddnewvaluesandenddatetheexistingvalues.

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    SetupOracleBillPresentmentArchitecture(BPA)Release12.Referto'OracleBillPresentmentArchitectureUser
    Guide'
    SetupOracleWorkflowRelease12,ifyouintendtousetheDisputeInvoicefunction,SelfRegistration,orboth.Refer
    to'OracleWorkflowAdministrator'sGuide'
    SetthefollowingprofileoptionsforalliReceivablesResponsibilities:
    MO:Securityprofile
    MO:OperatingUnit

    iReceivablesCreditMemoWorkflowWithoutApprovalManagementEngine(AME)
    1.Setup
    DefineCreditMemoApprovalLimitsforApprovers
    Navigation:Setup>Transactions>ApprovalLimits
    YouneedtohaveauniquecombinationoftheDocumentType,Reason,CurrencyandPrimary.Youneedtohave
    atleastonePrimaryApprover.

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    DefineaCreditMemoTransactionBatchSource
    Thetransactionbatchsourcenameshouldmatchthevaluegivenfortheattribute'BatchSourceName'inthe
    workflow.Inthiscaseits'iRCreditMemoWorkflow.'
    Navigation:Setup>Transactions>Sources

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    TheAttribute'BatchSourceName'asseenintheworkflowbuilder.

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    UpdateTransactionTypeontheInvoice
    Navigation:Setup>Transactions>TransactionTypes
    ThisistheinvoiceTransactionType.WeneedtoattachaCreditMemoTransactiontypetothis.

    DefineiReceivablesInternalUserResponsibility
    Thisistheuserweassigntothecollectortobeabletoviewthecustomeraccountinformation.
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    DefineiReceivablesExternalUserResponsibility
    Thisistheresponsibilitywegivetothecustomerscontacttoviewtheiraccountinformationbyattachittheusergiven
    tothem.

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    CustomerTextDataCreationandIndexing
    WeneedthistoberunafteraddingnewcustomerssothatthedataisindexedandavailableforuseiniReceivables.If
    youwishtosearchthecustomerinformationbythecustomercontactthenrunthisrequestwiththecompactindex
    parameteras'No.'

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    SetupCreditMemoRequestWorkflow
    Loadtheworkflowthatyouwouldliketousebyconnectingtothedatabaseandselectingtheappropriateworkflow
    (ARCMREQ/ARAMECM).Youcanmodifytheworkflownotificationsmessages,timeoutdurationetc.

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    2.UnderstandingtheWorkflow
    ThisistheoverviewoftheARCMREQ(CreditMemoApprovalwithoutAME).Fordetailedactionateachnode,please
    refertheReceivablesUserguide.

    3.Demonstration
    Thedemonstrationwouldshowthedisputecyclestartingfromqueryingtheaccountinformationbythecustomers
    collector,goingthroughtheapprovalchainbeforethecreditmemoiscreatedandapplied.Inthisdemowewilluse
    theworkflowwithoutAME(ApprovalManagementEngine).
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    Clickonthislinktodownloadtheviewlet.
    external_user_dispute_demo_woame

    iReceivablesCreditMemoWorkflowWithAME
    TheAMEworkflowconsistsofthreephases,knownastransactiontypes.ToimplementtheAMEworkflow,thesethree
    transactiontypesmustbesetup:
    ReceivablesCreditMemoCollector
    ReceivablesCreditMemoApprovalChain
    ReceivablesCreditMemoReceivables
    ACreditMemorequestusingAMEcanfollowoneoftwoapprovalpaths:
    LimitsOnlyusesspecificapprovallimitrulestofindthenextaprover.
    HRHierarchyLimitsusesanorganization'sinternalmanagementhierarchytofindthenextaprover.
    1.Setup
    Navigation:ApprovalsManagementBusinessAnalyst>BusinessAnalystDashboard

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    ReceivablesCreditMemoCollector
    Attributes

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    Conditions

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    Rules

    ApprovalGroups

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    ReceivablesCreditMemoApprovalChain
    Attributes

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    Conditions

    Rules
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    ApprovalGroups

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    ReceivablesCreditMemoReceivables
    Attributes

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    Conditions

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    Rules

    ApprovalGroups

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    2.UnderstandingtheWorkflow
    ThisistheoverviewoftheARAMECM(CreditMemoApprovalwithAME).Fordetailedactionateachnode,pleaserefer
    theReceivablesUserguide.

    3.Demonstration
    Thedemonstrationwouldshowthedisputecyclestartingfromraisingadisputeonaninvoicebythecustomers
    collector,goingthroughtheapprovalchainbeforethecreditmemoiscreatedandapplied.Inthisdemowewilluse
    theworkflowwithAME(ApprovalManagementEngine).
    Clickonthislinktodownloadtheviewlet.
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    external_user_dispute_demoame

    DebuggingTips
    WorkflowStatusCheck
    FromtheApplication
    SystemAdministrator>Workflow>OracleApplicationsManager>WorkflowManager*
    Under'RelatedLinks'clickon'WorkItems'
    Select'ActiveWorkItems'andclickonGo
    Clickonthelink'ARCreditMemoApprovalRequest'
    Clickontherelevant'WorkItemActivityStage'
    SelecttherelevantActivityNameandclickon'LaunchWorkflowMonitor'
    *AlternativelyloginasSYSADMINusetheresponsibilityWorkflowAdministratorWebApplications>
    AdministratorWorkflow>StatusMonitor.
    WorkflowStatusCheckStatusDiagram

    WorkflowStatusCheckActivitiesHistory

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    UsingaScript
    Thewfstat.sqlscriptisavailableat$FND_TOP/sql
    IfnotusingAME,thesyntaxis:
    sql>@wfstat.sqlARCMREQ<Request_id>
    IfusingAME,thesyntaxis:
    sql>@wfstat.sqlARAMECM<Request_id>
    Theoutputforthewfstat.sqlwouldlooklikebelow.

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    MoreInformation:
    Note108185.1OracleApplicationsObjectLibrarySQLscripts
    Note261028.1HowToDownloadandInstallTheLatestOracleWorkflowBuilder(ClientTool)ForEBusiness11i
    WorkflowClient:http://www.oracle.com/technology/software/products/workflow/index.html
    Note338508.1ErrorOracleApprovalsManagementhasfoundparallelizationconfiguration

    REFERENCES
    NOTE:1306939.1OracleCreditMemoWorkflow:KnownIssuesandPatches

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