arul ncoaug presentation 25 feb 2011

©2010 The Adeza Group, Inc. All Rights Reserved

The Adeza Group, IncManagement &

Technology AdvisorsPerformance

Management Experts


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.


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.

3


Arul SenapathiThe Adeza Group, Inc

Effective Usage of Time Entry Rules And

Approval Styles in OTL


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


Introduction Time Entry Rules & Time Categories Fast Formulas, Functions Various Approval Styles What to use? Troubleshooting


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


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


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


Fast Formulas & Formula Functions Sample OTL Fast Formula


Fast Formulas & Formula Functions OTL Formulas DFF


Fast Formulas & Formula Functions Sample Formula Function


Application Messages Application Developer Responsibility Application – Oracle Time and Labor Number - Not Required FND_NEW_MESSAGES – Table FNDLOAD to Migrate


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


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


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


Approval Styles & Setup Preferences

OTL: Defer approval process on timecard submission Set at the Site Level


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


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


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


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


Discussion

arul ncoaug presentation 25 feb 2011

Technology

agenda introduction

application development

risk management

messages table fndload

messages values sysdate

project management structure

otl forumas dff

adeza group tag