Steps:
Hi, my name is Joe. Today I will be demonstrating how to create and use a user-defined attribute.
Step 1For this demo, there is a Procurement Category Hierarchy setup where Office Technology is a parent category of multiple purchasing categories including Laptops, Desktops, and Servers. For this scenario, if a requisition contains any lines associated with these purchasing categories, and if the total Office Technology spend is greater than $10,000, then the requisition needs to be routed 3-levels up the requester's supervisory hierarchy for approval.
Step 2To begin, go to the Manage Requisition Approvals task in Functional Setup Manager.
Click the Go to Task button.
Step 3Now, I will create the attribute.
Click the Manage User-Defined Attributes button.
Step 4Click the Create button.
Step 5Here, I named the user-defined attribute Total Office Technology Spend. Since I want the attribute to calculate based on the sum of requisition lines in the category office technology, I changed the Type to Summation.
Click the Type list.
Step 6Click the Summation list item.
Step 7Notice that after I selected the Type Summation, the Create User-Defined Attribute window changed slightly to include a field called Attribute, and filters for matching. Distribution Amount is the default, but for this demonstration, I selected Distribution Approval Amount because my company in this example uses taxes.
Click the Distribution Approval Amount list item.
Step 8Next, I will select Hierarchy from the Match Using choice list.
Click the Hierarchy list item.
Step 9Again, the Create User-Defined Attribute window changed and now includes a choice list to note which hierarchy I want to use. This demonstration is for total office technology spend, so I will select Category Name.
Click the Category Name list item.
Step 10The category I want to use is Office Technology, so I entered that value in the Rolls up To field.
Click the OK button.
Step 11The attribute I just created now appears in the list and can be used in approval routing rules. Now, I will show you how to setup routing rules for this attribute.
Click the Done button.
Step 12To begin, make sure the Header Stage, Header Consensus row is highlighted.
Click the Edit Rules button.
Step 13Now, I will create the rule.
Click the Create button.
Step 14On the Create Rule window, I gave the rule a name and description.
Click the OK button.
Step 15Make sure the new rule Office Technology Total Spend is highlighted in the Rules table. Now, in the Office Technology Total Spend: Details region I can add conditions to the rule.
Click the Add Condition button.
Step 16To save some time, I populated the Add Condition window.
I'm using the Type User-defined attribute that I just created. This example is using the operator greater than, and the value 10,000.
Click the OK button.
Step 17Now that I have conditions for the rule, I need to add an approval action.
Click the Add Action button.
Step 18The Add Action window is where I can determine how the approvals take place based on the set conditions. For example, I can route approvals for information purposes, or even have the requisitions automatically approved. In this case, I want any office technology spend greater than 10,000 to be routed for approval three levels up the supervisory hierarchy. So I select the Approval required Action Type list item.
Click the Approval required list item.
Step 19Route Using, allows me to route approvals through jobs, hierarchies, single approvers, or even a user- defined routing. For this demonstration, I will select Supervisory Hierarchy.
Click the Job level list item.
Step 20I added the Minimum Job Level of 3. Julian Henderson is the CEO, so he is the Top Worker in the Hierarchy. I've included All approvers.
Click the OK button.
Step 21That's it! The approval routing for requisitions with total office technology spend greater than 10,000 to be routed for approval three levels up the supervisory hierarchy is now complete.
Click the Save and Close button.
Step 22In this demo you learned how to create and use a user-defined attribute. You can find additional learning resources in your Oracle Fusion Help application, as well as in the Oracle Learning Library, and at Oracle University. Thank you.
Step 23