PO Position Hierarchy in R12

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
1.Employee-Supervisor Hierarchy
2.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.
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
Give Approval for 100 USD to Document Total
Give approval for 1000 USD for Document Total
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
Observe that now “0812.VP12” is in the PositionBlock
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
Observe that as per the Hierarchy, the PO is being forwarded to the Director “Smith_Dir”
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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PO Position Hierarchy in R12

by parinay jain on Aug 18, 2009

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PO Position Hierarchy in R12 — Document Transcript