The AME Credit Memo Request workflow is a predefined workflow process that routes a credit memo request for approval.

This workflow uses Oracle Approvals Management (AME), which is a web-based, self-service application that employs business rules defined by your enterprise to govern the transaction approval process in Oracle Applications.

Use this workflow instead of the workflow without AME, because the AME rules that govern the approval process more easily support operations in multiple currencies and elaborate approval chains. See: Why Use Oracle Approvals Management.

You can initiate the AME Credit Memo Request workflow from iReceivables or Oracle Collections.

• iReceivables is a web-based, self-service application that enables registered users to access their Oracle Receivables account information using a standard web browser. When an iReceivables user chooses the Dispute a Bill function, Receivables places the specified amount in dispute and initiates the AME Credit Memo Request process to route the request for approval.

• Oracle Collections is a Forms-based application that enables call centers, as well as credit and collections departments, to collect from their delinquent customers. The collector can place an invoice in dispute by requesting credit on behalf of a customer.

AME Credit Memo Request Workflow Process Flow

When a credit memo request is received, the AME Credit Memo Request workflow contacts the appropriate collector, who approves the request and indicates the request's approval path.

A credit memo request can follow one of two approval paths:

• Limits Only path: uses specific approval limit rules to find the next approver

• HR Hierarchy Limits path: uses an organization's internal management hierarchy to find the next approver

The approvers in each approval path are determined by the AME rules defined by your enterprise. Requests for approval occur via email or via notifications in the Workflow Notification Viewer window.

If the approver does not have sufficient approval authority, then the process forwards the request to the next approver based on your AME rules.

If the request is approved, then the workflow removes the amount from dispute and notifies the requestor, collector, and primary salesperson. If the request is rejected, then the workflow removes the amount from dispute and notifies only the requestor.

Use the Disputed Invoice report to view the notes that are automatically inserted on the disputed transaction as the workflow processes the credit request. See: Disputed Invoice Report.

Why Use Oracle Approvals Management?

Use the AME Credit Memo Request workflow because AME provides you with expanded flexibility.

For example, your HR department records both the departure of employees and the arrival of newly hired employees. When these kinds of organizational changes occur, you do not have to manually adjust your approval rules in AME. Instead, AME automatically reflects any organizational changes that are recorded in your HR system.

Note that AME provides a variety of other benefits. As you learn more about AME, you will discover how best to use AME to your advantage.

AME's offerings include:

• Rules that ascend the HR supervisory hierarchy in a variety of ways

• Exceptions that you can apply to specific approvers or specific types of transactions

• Automatic currency conversion to your functional currency, so that you can use standardized rules with multiple business scenarios

• The ability to easily insert SQL statements to expand your rules to fit your unique ways of doing business