Install and set up Oracle Approvals Management (AME).
In AME, you define the rules that Oracle Credit Management should use to determine who the appropriate approvers are for a credit decision.
If you use HR hierarchies to generate your lists of approvers in AME, then you need to provide logic so AME can identify the starting approver. For Credit Management, the starting approver is always the credit analyst's supervisor.
For information on defining rules in AME, see: Oracle Approvals Management Implementation Guide.
Install the Oracle Workflow Builder client component program if you want to modify the Credit Management Application Workflow. For more information on workflow installations, see: Overview of Setting Up.
Set up Oracle Workflow Notification Mailer.
You can set up Notification Mailer so the Credit Management Application Workflow can use e-mail, and your system administrator can grant approvers access to view notifications from the Oracle Workflow Notification Worklist web page.
(Optional) Complete additional Oracle Workflow setup steps.
Credit Management does not specify a timeout value for notification responses. Specify a timeout value if you want to set the time period in which an approver needs to respond before sending a reminder notification, or escalating the request to the approver's manager.
(Optional) Modify the Credit Management Application Workflow.
For example, you can modify the message text that appears on your notifications.
Set up a designated person who receives notification of workflow errors through the Oracle Workflow Default Error Process.
For example, the person who receives AME error notifications could also receive Oracle Workflow process error notifications.
From the Submit Request window using the System Administrator's responsibility, schedule the Workflow Background Process concurrent program to run on a regular basis:
Choose the AR Credit Management Application Process item type.
In the Process Deferred field, enter Yes.
In the Process Timeout field, enter No.
The Workflow Background Process launches the Credit Management Application Workflow.
If you schedule this process to run more frequently, then upon the submission of credit applications, the resulting case folders will be created more quickly.