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Thursday, December 29, 2016

Assigning Approval Management Responsibilities

This post helps you to assign Approvals Management (AME) responsibilities to a Oracle Applications User
  1. Login as SYSADMIN user.
  2. Switch the responsibility to “User Management” and Navigate to the Users function.
  3. Query for user for ex. Nkaranam.
  4. Click on the update action from the result table.
  5. In the Update User page, click on the Assign Roles button.
  6. Change the “Search By” field from “Roles and Responsibilities” to “Roles”
  7. In the search window, query for Approval%
  8. Select the “Approvals Management Administrator” and “Approvals Management Business
    Analyst” roles or (any specific approvals roles required by functional team).
  9. After selecting the Roles, provide the Justification for the role and the effective date.
  10. After completing the action, you can query back the same user and can verify the list of roles being attached to the user.
  11. Run Workflow Background process with mandatory parameter as YES, YES.

Optional for System administrator , but good to know:

After assigning the responsibility following the above 11 steps
  1. Now switch the responsibility to “Functional Administrator”.
  2. Click on create grants under the grants sub-tab.
  3. Enter a Grant Name and provide an effective date.
  4. Navigate to the security Context region and select the Grantee Type as ‘Specific User’
  5. In the Grantee field select “Narasimha Rao, Karanam” user (Person name of the user).
  6. In the Data Security region select ‘AME Transaction Types’ as the Object.
  7. Clicking “Next” will take you to the ‘Select Object Data Context’ page’.
  8. You have a default value of ‘All Rows’ in the Data Context Type, leave it as it is, and navigate further.
  9. In the ‘Object parameter and Select Set’ page, enter ‘AME calling applications’ as the value in the Set field.
  10. Clicking Next will take you to the Review page.
  11. Verify the information and submit the transaction.
  12. Peferred to Run Workflow Background process with mandatory parameter as YES, YES - once again.
-- Narasimha Rao

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