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Oracle Approval Management Setup Steps and Guide to Configuring the Application

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First Release Version: 12.0

Oracle Approval Management Setup Introduction

The table below shows the tasks to set up the Oracle Approval Management Application in the order they should be performed. Since many tasks use predecessor tasks for data validation, they should be performed in sequence, as error messages may occur when tasks are skipped.

Oracle Approval Management Setup Steps

The following section lists all the setup tasks for an Oracle Approval Management implementation and briefly describes each task. The tasks should be performed in the order discussed here.

Step No.	Required	Step	Application	Reference
BASIC INSTALLATION
1.	Required	Install Oracle Approval Management	Oracle Approval Management	Basic Installation
2.	Required	Set up Oracle Approval Management Security	Oracle Approval Management	Basic Installation
3.	Required	Set up user profile - AME installed	Oracle Approval Management	Basic Installation
SET UP APPROVAL PROCESS
4.	Required	Plan approval Process	Oracle Approval Management	Set up Approvals
5.	Required	Identify Business Cases	Oracle Approval Management	Set up Approvals
6.	Required	Identify components of Approval Process	Oracle Approval Management	Set up Approvals
7.	Optional	Plan test case for each business case	Oracle Approval Management	Set up Approvals
8.	Required	Implement Transaction Types	Oracle Approval Management	Set up Approvals
9.	Optional	Configure transaction type	Oracle Approval Management	Set up Approvals
10.	Optional	Create Item Class Usages	Oracle Approval Management	Set up Approvals
11.	Optional	Create Attributes	Oracle Approval Management	Set up Approvals
12.	Optional	Create Conditions	Oracle Approval Management	Set up Approvals
13.	Optional	Create Approval Groups	Oracle Approval Management	Set up Approvals
14.	Required	Identify Action Types	Oracle Approval Management	Set up Approvals
15.	Required	Define Approval Rules	Oracle Approval Management	Set up Approvals
16.	Required	Test Approval Rules	Oracle Approval Management	Set up Approvals
17.	Optional	Create custom transaction types, configure Oracle Applications to use AME	Common Applications	Set up Approvals

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Links

• Related: Accounts Payable, Approval Administration, Approval Attributes, Approval Conditions, Approval Management, Approver Groups, Approval Rules, Approval Setup, Oracle Workflow

This Topic Is Referenced By These Topics:
Related Links: ApprovalAdmin, ApprovalAttributes, ApprovalConditions, ApprovalManagement, ApprovalRules, ApprovalSetup, ApproverGroups, PublishDocControlReport

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Collaborating Authors and Reviewers: BillDaley - 27 Mar 2007