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©2010 The Adeza Group, Inc. All Rights Reserved
The Adeza Group, IncManagement &
Technology AdvisorsPerformance
Management Experts
©2010 The Adeza Group, Inc. All Rights Reserved
Chicago based Management and Technology Advisory Consulting Company.
Provides Program Advisory, Implementation and Outsourcing Services for Public Sector and Fortune 1000 companies in the Financial Services and HealthCare sectors.
Niche focus in regulatory compliance, accounting and corporate finance, risk management, business intelligence and information technology architecture.
Our guiding vision is to Offer Right Shored teams that allow high level
planning, accelerated turn projects and advisory engagements.
Engagement Managers with strong experience delivering complex projects.
Robust Methodology that offers a program governance structure, which encourages coordination, communication, and accountability.
Flexibility adapting to changing business requirements.
©2010 The Adeza Group, Inc. All Rights Reserved
Deep Expertise The Adeza Group (TAG) provides Performance
Management Consulting, Process Optimization, Application Development and Testing Services that enables clients to create, manage and maintain Corporate and Financial Performance Management processes and systems.
TAG resources have 8 - 14 years of experience, and are able to contribute without a large learning curve. Their depth of background spans across - Business Intelligence – Corporate Performance
Management. Data Warehouse Services. Enterprise Resource Planning Services.
Robust Methodology TAG provides robust program and project management
structure that uses risk mitigation techniques, and rigorous quality control.
Accelerated Value TAG makes extensive use of project task accelerators and
tools that shrink delivery timelines and provides significant value in ownership costs.
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©2010 The Adeza Group, Inc. All Rights Reserved
Arul SenapathiThe Adeza Group, Inc
Effective Usage of Time Entry Rules And
Approval Styles in OTL
©2010 The Adeza Group, Inc. All Rights Reserved
Agenda Introduction Purpose and Usage of Time Entry Rules & Time
Categories Fast Formulas & Formula Functions Application Messages Common Issues & Troubleshooting Approval Style Fundamentals Approval Styles & Setup Workflows & Troubleshooting Implementation Approach Useful Information Discussion
©2010 The Adeza Group, Inc. All Rights Reserved
Agenda Introduction Purpose and Usage of Time Entry Rules & Time
Categories Fast Formulas & Formula Functions Application Messages Common Issues & Troubleshooting Approval Style Fundamentals Approval Styles & Setup Workflows & Troubleshooting Implementation Approach Useful Information Discussion
©2010 The Adeza Group, Inc. All Rights Reserved
Introduction Time Entry Rules & Time Categories Fast Formulas, Functions Various Approval Styles What to use? Troubleshooting
©2010 The Adeza Group, Inc. All Rights Reserved
Agenda Introduction Purpose and Usage of Time Entry Rules & Time
Categories Fast Formulas & Formula Functions Application Messages Common Issues & Troubleshooting Approval Style Fundamentals Approval Styles & Setup Workflows & Troubleshooting Implementation Approach Useful Information Discussion
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Purpose & Usage of TERs & Time Categories Time Categories
Grouping of Time based on a rule (ie. OT, PTO, etc)
Time Entry Rules Seeded Time Entry Rules Custom Time Entry Rules
Setting Up Time Entry Rules Create a New Fast Formula (OTL Time Entry Rules) Add a Context to ‘OTL Forumas DFF’ Define Time Categories (If Required) Define TER with Input values Attach them to a TER Group
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Purpose & Usage of TERs & Time Categories Custom Time Entry Rules
Time Building Blocks pl/sql table -Scope
TIMECARD DAY DETAIL
Time Attributes pl/sql table Key Calls
l_tco_bb := Hxc_Self_Service_Time_Deposit.get_building_blocks;
l_tco_att := Hxc_Self_Service_Time_Deposit.get_block_attribute
©2010 The Adeza Group, Inc. All Rights Reserved
Agenda Introduction Purpose and Usage of Time Entry Rules & Time
Categories Fast Formulas & Formula Functions Application Messages Common Issues & Troubleshooting Approval Style Fundamentals Approval Styles & Setup Workflows & Troubleshooting Implementation Approach Useful Information Discussion
©2010 The Adeza Group, Inc. All Rights Reserved
Fast Formulas & Formula Functions Create a New Fast Formula of type OTL Time
Entry Rule OTL Formulas DFF Formula Functions
Pl/sql packages Application Messages
Compilation of Fast Formulas and Cache
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Fast Formulas & Formula Functions Sample OTL Fast Formula
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Fast Formulas & Formula Functions OTL Formulas DFF
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Fast Formulas & Formula Functions Sample Formula Function
©2010 The Adeza Group, Inc. All Rights Reserved
Agenda Introduction Purpose and Usage of Time Entry Rules & Time
Categories Fast Formulas & Formula Functions Application Messages Common Issues & Troubleshooting Approval Style Fundamentals Approval Styles & Setup Workflows & Troubleshooting Implementation Approach Useful Information Discussion
©2010 The Adeza Group, Inc. All Rights Reserved
Application Messages Application Developer Responsibility Application – Oracle Time and Labor Number - Not Required FND_NEW_MESSAGES – Table FNDLOAD to Migrate
©2010 The Adeza Group, Inc. All Rights Reserved
Agenda Introduction Purpose and Usage of Time Entry Rules & Time
Categories Fast Formulas & Formula Functions Application Messages Common Issues & Troubleshooting Approval Style Fundamentals Approval Styles & Setup Workflows & Troubleshooting Implementation Approach Useful Information Discussion
©2010 The Adeza Group, Inc. All Rights Reserved
Common Issues & Troubleshooting Caching Issue Program Unit Invalid Inserting into custom debug tables
INSERT INTO as_otl_ter_err_messages VALUES (SYSDATE, 'tco_bb scope ' || to_char(l_tco_bb(i).scope));
FND Logging - FND: Debug Log Enabled to ‘Yes’ - FND: Debug Log Level to ‘Statement’ - FND: Debug Log Module ‘per.plsql.%’
FND_LOG_MESSAGES
©2010 The Adeza Group, Inc. All Rights Reserved
Agenda Introduction Purpose and Usage of Time Entry Rules & Time
Categories Fast Formulas & Formula Functions Application Messages Common Issues & Troubleshooting Approval Style Fundamentals Approval Styles & Setup Workflows & Troubleshooting Implementation Approach Useful Information Discussion
©2010 The Adeza Group, Inc. All Rights Reserved
Approval Style Fundamentals Approval Styles
A combination of approval rules and methods for approving each application’s timecard data Each application can have a different method. Notifications can be sent sequentially or in parallel.
Assigned to workers with a preference Allows various subpopulations to have different approval
styles
Approval Notifications Work list Notifications Email Notifications Mass Timecard Approval
©2010 The Adeza Group, Inc. All Rights Reserved
Agenda Introduction Purpose and Usage of Time Entry Rules & Time
Categories Fast Formulas & Formula Functions Application Messages Common Issues & Troubleshooting Approval Style Fundamentals Approval Styles & Setup Workflows & Troubleshooting Implementation Approach Useful Information Discussion
©2010 The Adeza Group, Inc. All Rights Reserved
Approval Styles & Setup Approval styles – methods
Automatic approvals Approve on Submit – approves timecard without a
workflow Auto Approve – approves timecard with a workflow
Human approvals Person HR Supervisor
Uses Supervisor Hierarchy Project Manager
Time Entries Categorized for appropriate project managers to approve only entries related to their projects
Entry Level Approval Time Entry Rule as an Approval Rule
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Approval Styles & Setup Preferences
OTL: Defer approval process on timecard submission Set at the Site Level
©2010 The Adeza Group, Inc. All Rights Reserved
Agenda Introduction Purpose and Usage of Time Entry Rules & Time
Categories Fast Formulas & Formula Functions Application Messages Common Issues & Troubleshooting Approval Style Fundamentals Approval Styles & Setup Workflows & Troubleshooting Implementation Approach Useful Information Discussion
©2010 The Adeza Group, Inc. All Rights Reserved
Workflows & Troubleshooting Approval styles – methods Seeded Workflow - HXCEMP
$HXC_TOP/patch/115/import/US/HXCEMPWF.wft Strings HXCEMPWF.wft | grep ‘Header’
Custom Workflow - HXCSAW $HXC_TOP/patch/115/import/US/HXCSAW.wft
Common Issues OTL Workflows erroring out in WF Monitor Approvers NOT receiving Notifications After Approval, the timecard still in
SUBMITTED status
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Workflows & Troubleshooting Common Issues
No HR Supervisor found for this worker No Self Service Loging for Supervisor You have insufficient privileges for current
operation HXC_LOCK_PARAM_RULE
Deferred Statusselect item_type,SUM(DECODE(activity_status, 'DEFERRED',1,0)) "DEFERRED",
SUM(DECODE(activity_status, 'COMPLETE',1,0)) "COMPLETE"
FROM WF_ITEM_ACTIVITY_STATUSES
WHERE ACTIVITY_STATUS in ('DEFERRED','COMPLETE')
and item_type = 'HXCEMP'
group by item_type
order by 1
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Implementation Approach
Right set of Time Entry Rules Right Approval Style Make sure that WF background process is
scheduled to run regularly Make sure that other modules are working
fine with Approvals For Email Notifications, WF mailer setup done SOP documents Support structure in Place
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Useful InformationMetalink Notes Note:263357.1 - Timecards stuck in Submitted Note: 331141.1 - No Self Service login for
Supervisor Note: 358048.1 - You have insufficient privileges
for current operation Note: 397793.1 - HXC_LOCK_PARAM_RULE_10 Note : 397620.1 –New OTL Approval Related Resp. Note: 302831.1 - Script to identify WF errors
related to timecardsContact Us:
[email protected] www.theadezagroup.com
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Discussion