Scribd
Upload
70 views18 pages

PO Approval Hierarchy

The document describes how to set up a position-based approval hierarchy for purchase orders in an ERP system. Key steps include: defining employees, jobs, positions and approval groups; assigning these to build the hierarchy; setting the position hierarchy and financial options to use it; and defining buyers and users associated with the positions. Running the "Fill Employee Hierarchy" request populates the hierarchy in the system.

Uploaded by

adnanahmar
Copyright
© © All Rights Reserved
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
70 views18 pages

PO Approval Hierarchy

The document describes how to set up a position-based approval hierarchy for purchase orders in an ERP system. Key steps include: defining employees, jobs, positions and approval groups; assigning these to build the hierarchy; setting the position hierarchy and financial options to use it; and defining buyers and users associated with the positions. Running the "Fill Employee Hierarchy" request populates the hierarchy in the system.

Uploaded by

adnanahmar
Copyright
© © All Rights Reserved
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
You are on page 1/ 18

Set up of Approval Hierarchy

For approval of PO document we can set hierarchies.


There are 2 types of Hierarchies which are mainly used:
1. Employee-Supervisor Hierarchy.
2. Position Hierarchy

Here I am going to setting of Position Hierarchy & Approval of Purchase Order using the same type.

To set-up Position Hierarchy we need to set-up the following:

 Define Employee
 Define Job
 Define Position
 Assign Job & Position to the Employee
 Define approver groups
 Assign approver groups to position
 Define position hierarchy
 Define Buyer
 Define User
 Run Report “Fill Employee Hierarchy”

I’ll take the examples of below user:

ALI.IACS

KHAN.IACS

ADNAN.IACS

IMRAN.HAQ

Define Employee
HRMS Responsibility  People  Enter and Maintain  Click New (B)

Employee Name: ALI IACS


Employee Name: KHAN IACS
Employee Name: ADNAN.IACS
Employee Name: IMRAN HAQ

Define Job
HRMS Responsibility  Work Structure  Job  Description  Click New (B)
Job 1:

Job 2:

Job 3:
Job 4:

Define Position
HRMS Responsibility  Work Structure  Position  Description  Click New (B)

Position 1:
Position 2:

Position 3:

Position 4:
Assign Job & Position to the employees
Query the employees earlier & click on Assignment (B)

Employee: ALI IACS


Employee: KHAN IACS

Employee: ADNAN IACS


Employee: IMRAN.HAQ

Define Approval Groups


Purchasing  Set-up  Approvals  Approval Groups
Now assign the approval groups to respective positions

Purchasing  Set-up  Approvals  Approval Assignments

Manager:

Senior Manager:
Director:

CEO:
Define Position Hierarchy
Purchasing  Set-up  Personnel Position Hierarchy
Now verify “Use Approval Hierarchy” option is enabled in Financial Options.
Purchasing  Set-up  Organizations Financial Options

If box is checked, hierarchies are followed. Otherwise “Employee supervisor” hierarchy will be used.

Define Buyer
Purchasing  Set-up  Personnel Buyers  Click Add Buyer (B)

Buyer: ALI IACS


Define remaining three (KHAN IACS, ADNAN IACS, IMRAN HAQ) employees as buyer.

Define User
System Administrator  Security  User  Define

Give user name & attach the Employee in the person field.

User: ALI IACS

Define remaining three employees (KHAN IACS, ADNAN IACS, IMRAN HAQ) as user & attach employee in
person field.
Run Request
Run request “Fill Employee Hierarchy”

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy