Approvals Management with TCA Hierarchy

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Approvals Management with TCA Hierarchy

• Ajoy A. Devadawson
• Oracle Corporation - Consulting

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INTRODUCTION

• 
  

• About Oracle Consulting
• Profile of Project Organization
• Purpose of CRM - Service

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Enterprise Architecture

• Consolidate Supply Chain applications
• Capacity Planning of organization, people and
  materials for deployment
• Customer Units to generate Demand, going away
  from supply chain functions which reduce
  effectiveness
• Focused on Field Service and Mobile Field Service
• Requests for Supply, Maintenance and Service
  routed to back end modules
• Service Request Charges functionality used to
  route to Order Management module
• Tracking Customer Items through Install Base

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Trading Community Architecture (TCA)

• Data Structure for Customers, Partners, Vendors
  and their Employees
• Customer Data Management(CDM) with Customers
  Online, Customer Data Librarian and Customer Data
  Hub
• Organizations, People and Groups as Parties
• Party Relationships (hierarchical lateral) for
  Organizations and People
• Relationships for Customer Items in Install Base
• Third party integration with DB
• eLocations Spatial Data Integration ( in R12)

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Integrated View of Customer Model through TCA
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ORGANIZATION Relationships(Hierarchical and
Lateral)
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PERSON Relationship to Organization
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User Management (UMX) Roles
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Service Request Field Service
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Overview of AME

• Highly extensible approval rules engine
• Design approval rules without/minimal code
• Integrated into eBusiness Suite
• Dynamically regenerate approval list
• Maintains history of approval status

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How does AME work?
Start
- AME
- Workflow
Final Approver?
Yes
No
Get Next Approver
End (Approved)
Yes
Approve?
Notify Next Approver
No
End (Rejected)
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AME Architecture with TCA / ROLES
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AME Administrator Dashboard
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Components of AME

• Attributes (e.g., UMX_ROLE)
• Conditions (e.g., UMX_ROLE in (XXMC SR Approver
  A)
• Action Types (e.g., Approval-group chain of
  Authority, HR Position)
• Action Handler ( program to build Approver Group
  based on Action Type)
• Approver Groups ( list of approvers who have to
  approve notifications)
• Rules ( link Conditions to Approver Groups)

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AME Attribute
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AME Condition
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AME Action Type
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AME Approver Group
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Custom Action Handler

• The Custom Handler has the following features
• Builds Approver Groups of People attached to
  organizations in TCA
• Recognizes Roles assigned to People
• Callable from within AME module, thereby
  integrating TCA and UMX modules
• Can climb TCA hierarchy to find next approver who
  could be in requestors org or in a higher level
  org
• Can find another approver who is in another org
  attached to requestors org through a
  relationship

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AME Rule
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Useful References

• Approvals Management Responsibilities and Setup
  in AME.B Metalink Note 434567.1
• FAQ on AME Note 431815.1
• AME Developers / Implementation Guide
• Note 289927.1
• TCA Documentation Resources, R12
• Note 396778.1
• Oracle TCA Best Practices Note 269124.1
• Oracle Customer Data Hub Implementation Concepts
  and Strategies Note 312811.1
• Email ajoy.devadawson_at_oracle.com

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Q A
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