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Positional Approval Process

This document outlines the steps to set up an approval hierarchy in Oracle Applications for purchase order approval. The key steps include: 1) defining employees, jobs, positions and assigning them; 2) defining approval groups and assigning them to positions; 3) defining the position hierarchy; 4) setting the position hierarchy as the default for purchase order approval; 5) running a report to populate the employee hierarchy; 6) defining a buyer and users; and 7) creating a purchase order to test the approval workflow.

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Madhuri Uppala
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90 views28 pages

Positional Approval Process

This document outlines the steps to set up an approval hierarchy in Oracle Applications for purchase order approval. The key steps include: 1) defining employees, jobs, positions and assigning them; 2) defining approval groups and assigning them to positions; 3) defining the position hierarchy; 4) setting the position hierarchy as the default for purchase order approval; 5) running a report to populate the employee hierarchy; 6) defining a buyer and users; and 7) creating a purchase order to test the approval workflow.

Uploaded by

Madhuri Uppala
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Setup of Approval Hierarchies Position Here we will see the setting of Position Hierarchy and approval of Purchase Order

r Using the Same. To Set-UP Position Hierarchy we need to set up the following : Define Employee Define Job Define Position Assign Job and Position to the Employee Define Approval Groups Assign Approval Groups to Position Define Position Hierarchy Define Buyer Define User Run Report Fill Employee Hierarchy

We will take the below users in our Example

Jane_Pr President Doe_VP Vice President Smith_Dir Director Terry_Clerk CLERK

Create Employee (N)HRMS Responsibility > People > Enter and Maintain Click New Create all the four Employees as mentioned above.

Define Job (N) HRMS Responsibility > Work Structures > Job >Description Click New Define job for all 4 persons as mentioned above.

Define Position Define positions for all 4 members as mentioned above (N) HRMS Responsibility > Work Structures > Position >Description Click New

Assign Job and Position to the Employees Query the Employees Created earlier and Click on (N)HRMS Responsibility > People > Enter and Maintain Click on Assignment Place the Cursor in the Position Field and from the LOV select the appropriate position.

Define Approval Groups (N) Purchasing Responsibility > Set up > Approvals > Approval Groups

Assign the Approval Group to respective Positions (N) Purchasing Responsibility > Set up > Approvals > Approval Assignments

Define Position Hierarchy N) Purchasing Responsibility > Set up > Personnel > Position Hierarchy

In the Subordinates region click on Down Arrow Observe that now 0812.VP12 is in the Position block

Observe that now 0812.VP12 is in the Position Block

Again in the subordinates region click on Down Arrow

Verify Use Approval Hierarchy Option is enabled in the Financial Options N) Purchasing Responsibility > Set up >Organizations > Financial Options

This is where the choice is made. If the box is checked, Hierarchies are used. Otherwise Employee Supervisor hierarchy will be used Set the above defined Position Hierarchy as Default Hierarchy for a Document Type. Choose Forward Method as Hierarchy. Here we will choose Standard Purchase Order as the document type. N) Purchasing Responsibility > Set up >Purchasing > Document types

Run the request Fill Employee Hierarchy N) Purchasing Responsibility > Reports > Run

Define Terry_Clerk as Buyer (N) Purchasing > Setup > Personnel > Buyers Add Buyer

Define all the 4 Employees as Users in Oracle Application and Assign Purchasing Responsibility (N) System Administrator > Security > User >Define Give a User Name and Attach the Employee in the Person Field

Create a Purchase Order of 5000 USD (N) Purchasing > Purchase Orders > Purchase Orders

Click on Approve Button.

Click on OK Button Login with Smith_Dir and check the notification for PO approval (N)Purchasing Responsibility > Notification Summary

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