How to Enable AME for GL Journal Approval

Prerequisites for doing AME setup
1) Person should have "Approval management Business Analyst" responsibility and "Approval management Administrator" responsibility  attached.
2) All roles for Approval management should be added to user login by using "user management" responsibility.
3) Grant Access has been given for AME.

Front End Setup steps in GL Module

Step1 : Enable journal Approval in ASM

Go to General Ledger Super User -> Setup -> Financials -> Accounting Setup Manager -> Accounting Setups

 Here search for ledger you want to enable AME for and click on Go button.

Click on Update Accounting Options:

In primary Ledger Section, Click on update in first row i.e. Ireland USD.

Now in left hand section, Click on Ledger options, you will be taken to the below screen:

Now in "Journal processing " Section , select the check box "Enable Journal Approval". Click on next, next and finish.

 Step2 : Enable require journal Approval in Journal Source

Go to General Ledger Super User -> Setup -> Journal -> Sources

 

 

 

Now query for the source for which you want to enable AME. and select the check box of "Require Journal Approval" and save the details.

 

 

 

 Step3: Set the required profile options:

Mandatory:

GL: Use Approval Management (AME) for journal approval  -  "Yes"
Journals: Allow Preparer Approval                                           -  "Yes"

 

Optional:

Journals: Find Approver Method                                            - "Go Direct"
GL: Number of journal lines to display in AME journal approval notification - "10"

 

 

Step4 : AME SETUP Steps

1) Create the Attribute as per your business requirement

2) Create the conditions based on attributes

3) Create Approver Group either static or dynamic based on your requirement

4) Use Existing Action type as "Approval group of chain authority".

5) Create an AME rule by using condition and approver group created.

 

Test the AME setup if done properly or not by using test workbench by providing Transaction id .Once journal Entry is created, data goes into GL_JE_HEADERS and GL_JE_LINES table. JE_BATCH_ID value is used as a TRANSACTION_ID in AME.

 

To create Journal Entry go to general Ledger Super User-> Journals -> Enter

 

 

 

When you save these details , below Approve button will get enabled. Once you press Approve button, it will send notification to Approver.

 

 

I hope this article will be useful for you people. Please let me know if you have any questions on the same. post your queries in comments section, will respond you.