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ORACLE PURCHASING
There are two types of Hierarchies used for approval routing.a. Position Hierarchiesb. Supervisor Hierarchies
Position Hierarchies
========================
Position Hierarchies are hierarchies that have a JOB/POSITION relationship.
For example, you could have a JOB called BUYER and within BUYER you could have variousgrades or POSITIONS of BUYERJunior, Senior and Chief
Each POSITION has an approval limit, so when a purchase order exceeds the limits of the
POSITION, the purchase order is forwarded onto the next POSITION in the Hierarchy.
The hierarchy for this JOB/POSITION type of hierarchy is defined on the Position Hierarchyform. When this is complete or is changed, the Fill Employee Hierarchy concurrent process must
be run for the new hierarchy to come into effect.
The Position Hierarchy form can be found at PO NavigatorSetupPersonnelPosition
Hierarchy
Supervisor Hierarchies
==========================
Supervisor Hierarchies are hierarchies that have an Employee/Supervisor relationship
The supervisor of an employee is defined on the Assignment zone of the Employee form
This type of hierarchy does not use the Position Hierarchy form, but is defined by the employee /
supervisor relationship
If the purchase order raised by the employee exceeds the approval limits, the purchase order isforwarded onto the employees supervisor, as defined on the Employee form
Setup of Approval Hierarchies Position
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For Approval of Purchase Order Documents we can set Hierarchies.There are 2 types of Hierarchies which are mainly used1.Employee-Supervisor Hierarchy2.Position Hierarchy
Here we will see the setting of Position Hierarchy and approval of Purchase Order 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
Create Employee
(N)HRMS Responsibility > People > Enter and Maintain
Click (B) New
Create all the four Employees as mentioned above.
Jane_Pr
President
Doe_VP
Vice President
Smith_Dir
Director
Terry_Clerk
CLERK
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Define Job
(N) HRMS Responsibility > Work Structures > Job >Description
Click (B) New
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Similarly define 3 more Jobs for Director, VP and President.
Define Position
(N) HRMS Responsibility > Work Structures > Position >Description
Click (B) New
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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.
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Define Approval Groups
(N) Purchasing Responsibility > Set up > Approvals > Approval Groups
Give Approval for 100
USD to Document Total
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Assign the Approval Group to respective Positions
Give approval for 1000
USD for Document
Total
Give Approval for 2000
USD to Document Total
Give Approval for 5000 USD
to Document Total
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Similarly Assign the Other Positions to the respective approval Groups.
Define Position Hierarchy
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In the Subordinates region click on Down ArrowObserve that now 0812.VP12 is in the Position block
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Again ,in the subordinates region click on Down Arrow
Verify Use Approval Hierarchy Optionis enabled in the Financial Options .
Observe that now 0812.VP12 is in the Position
Block
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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 fora Document Type.Choose Forward Method as Hierarchy.Here we will choose Standard Purchase Order as the document type
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Run the request Fill Employee Hierarchy
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Define Terry_Clerk as Buyer
(N) Purchasing > Setup > Personnel > Buyers
Click (B) Add Buyer
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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
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Create a Purchase Order of 5000 USD
Submit the document for Approval
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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 FormFrom Tool Bar Inquire > View Approval through Workflow observe theprogress ofthe Purchase Order.
Observe that as per the Hierarchy, the PO isbeing forwarded to the Director Smith_Dir
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Observe that the PO has been forwarded to Doe_VPwhois next in the line of Approval.
Login into the application with Doe_VP and checkthe PO notification
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Click on Approve Button
Observe that the PO has been forwarded to Jane_Pr whois next in the line of Approval.
Login into the application with Jane_Pr and checkthe PO notification
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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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