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Position Hierarchy Setup for Approvals

This document outlines how to set up position-based approval hierarchies in Oracle for purchase order approvals. Key steps include: defining employees, jobs, positions and assigning them; setting up approval groups and assigning them to positions; defining the position hierarchy; designating buyers and users; and running a report to populate the employee hierarchy. An example is provided where a purchase order is routed through the defined approval hierarchy from clerk to director to vice president to president based on their positions.

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4K views21 pages

Position Hierarchy Setup for Approvals

This document outlines how to set up position-based approval hierarchies in Oracle for purchase order approvals. Key steps include: defining employees, jobs, positions and assigning them; setting up approval groups and assigning them to positions; defining the position hierarchy; designating buyers and users; and running a report to populate the employee hierarchy. An example is provided where a purchase order is routed through the defined approval hierarchy from clerk to director to vice president to president based on their positions.

Uploaded by

PJ1902
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd

Setup of Approval Hierarchies – Position

For Approval of Purchase Order Documents we can set Hierarchies.


There are 2 types of Hierarchies which are mainly used
[Link]-Supervisor Hierarchy
[Link] Hierarchy

Here we will see the setting of Position Hierarchy and approval of Purchase Order Using the Same.

To Set up PositionHierarchy 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

Create Employee

(N)HRMS Responsibility > People > Enter and Maintain

Click (B) New

Create all the four Employees as mentioned above.


Define Job

(N) HRMS Responsibility > Work Structures > Job >Description

Click (B) New


Similarly define 3 more Jobs for Director, VP and President.
Define Position

(N) HRMS Responsibility > Work Structures > Position >Description

Click (B) New


Similarly Define 3 more Positions for Director, Vice President and President.

Assign Job and Position to the Employees

Query the Employees Created earlier and Click on

(B)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

Similarly Assign the Other Positions to the respective approval Groups.


Define Position Hierarchy

In the Subordinates region click on Down Arrow


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 .

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
Run the request “Fill Employee Hierarchy”
Define “Terry_Clerk” as Buyer

(N) Purchasing > Setup > Personnel > Buyers

Click (B) 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

Submit the document for Approval


Login with “Smith_Dir” and check the notification for PO approval

(N)Purchasing Responsibility > Notification Summary

Click on “Approve” Button

Query the Purchase Order from Purchase Order Summary Form


From Tool Bar “Inquire > View Approval through Workflow “observe the progress of
the Purchase Order.
Observe that the PO has been forwarded to “Doe_VP”who is next in the line of Approval.
Login into the application with “Doe_VP” and check the PO notification

Click on “Approve” Button

Observe that the PO has been forwarded to “Jane_Pr “who is next in the line of Approval.

Login into the application with “Jane_Pr” and check the PO notification
Observe the Approval Sequence

Approve the Purchase Order.


Query the Purchase Order. Observe the status of the Purchase Order and view Action History.

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