Approval Hierarchy in Oracle Apps

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Approval Hierarchy in Oracle Apps in e-Business Suite R12

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Approval Hierarchy in Oracle Apps

  1. 1. Approval Hierarchy in Oracle Apps Aravinda Reddy, Associate Consultant – Financials Mohit Monga, Associate Consultant – Financials Rahul Guhathakurta, Associate Consultant -SCM SlideShare Version (c) 2009 Evolutionary Systems Pvt. Ltd ~ 1 Ahmedabad
  2. 2. Position - Approval Hierarchy • Position Hierarchies are hierarchies that have a position relationship. By position, we mean position that are attached to employees. • Purchasing utilizes positions as a roadmap to determine how and where documents will be routed once the approval process has been initiated. • It is first necessary to have created all positions that are going to be used in the system. • Once all positions have been created, it is necessary to build the position hierarchy. • Each position has approval limits, so when a purchase order exceeds the limits of the position, the purchase order is forwarded onto the next position in the Hierarchy. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 2 Ahmedabad
  3. 3. Position Approval Hierarchy Set Up Flow • Define Job • Define Position • Position Hierarchies • Define Employees • Approval Groups • Approval Assignments • Run Request (Fill employee hierarchy) • Create Responsibilities • Create users &attaché the above responsibilities • Create the PO and see the notification summary to check whether system has sent that PO for the approval or not (c) 2009 Evolutionary Systems Pvt. Ltd ~ 3 Ahmedabad
  4. 4. Approval Hierarchy Logic Employe User ID e Position Hierarchy Document Type Approva Approval l Assignmen Group t Documen t Amount (c) 2009 Evolutionary Systems Pvt. Ltd ~ 4 Ahmedabad
  5. 5. Case • We will set up a 3-tier approval hierarchy which will full-fill the following. • Purchaser, Department Head & Branch Head • We create the three tire hierarchy for the Re 1, Rs 30,000 & Rs 100000. • If a PO is more than Re 1 and within Rs 30001, the approver will be the Department head. • If a PO is within the range of Rs 30,001 - Rs 1,00,001, the approver will be the Branch Head. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 5 Ahmedabad
  6. 6. STEP 1: Define Job Navigation: Human Resource -> Work Structures -> Job -> Description (c) 2009 Evolutionary Systems Pvt. Ltd ~ 6 Ahmedabad
  7. 7. Defining a Job Name : Purchaser Purchaser will be responsible for preparing POs (c) 2009 Evolutionary Systems Pvt. Ltd ~ 7 Ahmedabad
  8. 8. Job: Purchaser(060) Defined Similar way Define Department Head (070) & Branch Head (080) (c) 2009 Evolutionary Systems Pvt. Ltd ~ 8 Ahmedabad
  9. 9. STEP 2: Define Positions Navigation: Human Resource -> Work Structures -> Position -> Description (c) 2009 Evolutionary Systems Pvt. Ltd ~ 9 Ahmedabad
  10. 10. Define Position : Purchaser (061) (c) 2009 Evolutionary Systems Pvt. Ltd ~ 10 Ahmedabad
  11. 11. Position: Purchaser (061)Defined Similar way Define positions for Department Head (071) & Branch Head (081) Linking the job to a particula (c) 2009 Evolutionary Systems Pvt. Ltd ~ 11 Ahmedabad r position
  12. 12. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 12 Ahmedabad
  13. 13. STEP 3: Define Position Hierarchy Navigation: Human Resource -> Work Structures -> Position -> Hierarchy (c) 2009 Evolutionary Systems Pvt. Ltd ~ 13 Ahmedabad
  14. 14. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 14 Ahmedabad
  15. 15. Query: Top Most Position “Branch Head” (081) (c) 2009 Evolutionary Systems Pvt. Ltd ~ 15 Ahmedabad
  16. 16. Press Down Assign Subordinate “Department Head Tab to (071)” to “Branch Head (081)” assign subordinate to Department Head (c) 2009 Evolutionary Systems Pvt. Ltd ~ 16 Ahmedabad
  17. 17. Assign Subordinate “Purchaser (061)” to As NO employee “Department Head (071)” has been assigned to this position (c) 2009 Evolutionary Systems Pvt. Ltd ~ 17 Ahmedabad
  18. 18. Position Hierarchy Diagrammer Navigation: Human Resource -> Work Structures -> Position -> Position Hierarchy Diagrammer (c) 2009 Evolutionary Systems Pvt. Ltd ~ 18 Ahmedabad
  19. 19. STEP 4: Define Employee Navigation: Human Resource -> People -> Enter & Maintain (c) 2009 Evolutionary Systems Pvt. Ltd ~ 19 Ahmedabad
  20. 20. Create Employee : Purchaser Similarly Create Employee: Department Head & Branch Head (c) 2009 Evolutionary Systems Pvt. Ltd ~ 20 Ahmedabad
  21. 21. Assign Address to Employee “Purchaser” (c) 2009 Evolutionary Systems Pvt. Ltd ~ 21 Ahmedabad
  22. 22. Assign Job and Position to Employee - Purchaser Assigning Job and Position to Employee – Purchaser (c) 2009 Evolutionary Systems Pvt. Ltd ~ 22 Ahmedabad
  23. 23. Assign Job and Position to Employee – Department Head Assigning Job and Position to Employee – Department Head (c) 2009 Evolutionary Systems Pvt. Ltd ~ 23 Ahmedabad
  24. 24. Assign Job and Position to Employee – Branch Head Assigning Job and Position to Employee – Branch Head (c) 2009 Evolutionary Systems Pvt. Ltd ~ 24 Ahmedabad
  25. 25. STEP 5: Approval Groups Navigation: Purchasing -> Set Up -> Approvals -> Approval Groups (c) 2009 Evolutionary Systems Pvt. Ltd ~ 25 Ahmedabad
  26. 26. Define Tier 1 Approval Group (c) 2009 Evolutionary Systems Pvt. Ltd ~ 26 Ahmedabad
  27. 27. LOVs -> we can restrict a particular position by defining the approval rules through the mentioned objects (c) 2009 Evolutionary Systems Pvt. Ltd ~ 27 Ahmedabad
  28. 28. Document Amount & Ranges Assigned Approval Authority or exclude from the approval of many ranges (c) 2009 Evolutionary Systems Pvt. Ltd ~ 28 Ahmedabad
  29. 29. STEP 6: Approval Assignment Navigation: Purchasing -> Set Up -> Approvals -> Approval Assignments (c) 2009 Evolutionary Systems Pvt. Ltd ~ 29 Ahmedabad
  30. 30. Select the Document Type – Approve Standard PO (c) 2009 Evolutionary Systems Pvt. Ltd ~ 30 Ahmedabad
  31. 31. Select the Approval Group – Tier 1 (c) 2009 Evolutionary Systems Pvt. Ltd ~ 31 Ahmedabad
  32. 32. Select the Approval Group – Tier 2 (c) 2009 Evolutionary Systems Pvt. Ltd ~ 32 Ahmedabad
  33. 33. Select the Approval Group – Tier 3 (c) 2009 Evolutionary Systems Pvt. Ltd ~ 33 Ahmedabad
  34. 34. STEP 7: Update Document Type Navigation: Purchasing -> Control L -> Document % (c) 2009 Evolutionary Systems Pvt. Ltd ~ 34 Ahmedabad
  35. 35. Click on this Tab to Update PO Standard (c) 2009 Evolutionary Systems Pvt. Ltd ~ 35 Ahmedabad
  36. 36. Attach Hierarchy Note: The Default Hierarchy option will only appear on the Document Type form if the option Use Approval Hierarchies is checked on the Human Resources zone on the Financial Options screen. The Default Hierarchy field has a LOV. This list is derived from the hierarchies created (c) 2009 Evolutionary Systems Pvt. Ltd ~ form using the Position Hierarchy 36 Ahmedabad
  37. 37. Run Request : Fill Employee Hierarchy (c) 2009 Evolutionary Systems Pvt. Ltd ~ 37 Ahmedabad
  38. 38. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 38 Ahmedabad
  39. 39. Fill Employee Hierarchy Phase: Completed Status: Normal (c) 2009 Evolutionary Systems Pvt. Ltd ~ 39 Ahmedabad
  40. 40. STEP 8: Define Users (c) 2009 Evolutionary Systems Pvt. Ltd ~ 40 Ahmedabad
  41. 41. Create User ~Buyer – Named Mr. Purchaser (c) 2009 Evolutionary Systems Pvt. Ltd ~ 41 Ahmedabad
  42. 42. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 42 Ahmedabad
  43. 43. Attach Buyer – “Purchaser” (c) 2009 Evolutionary Systems Pvt. Ltd ~ 43 Ahmedabad
  44. 44. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 44 Ahmedabad
  45. 45. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 45 Ahmedabad
  46. 46. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 46 Ahmedabad
  47. 47. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 47 Ahmedabad
  48. 48. Create PO and Approve it! (c) 2009 Evolutionary Systems Pvt. Ltd ~ 48 Ahmedabad
  49. 49. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 49 Ahmedabad
  50. 50. Check Notifications (c) 2009 Evolutionary Systems Pvt. Ltd ~ 50 Ahmedabad
  51. 51. Approval Notification to Branch Head (c) 2009 Evolutionary Systems Pvt. Ltd ~ 51 Ahmedabad
  52. 52. Log in as “Branch Head” (c) 2009 Evolutionary Systems Pvt. Ltd ~ 52 Ahmedabad
  53. 53. Check the Notification Summary (c) 2009 Evolutionary Systems Pvt. Ltd ~ 53 Ahmedabad
  54. 54. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 54 Ahmedabad
  55. 55. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 55 Ahmedabad
  56. 56. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 56 Ahmedabad
  57. 57. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 57 Ahmedabad
  58. 58. Thank You! Aravinda Reddy, Associate Consultant – Financials aravindar@evosys.co.in Mohit Monga, Associate Consultant – Financials mohitm@evosys.co.in Rahul Guhathakurta, Associate Consultant –SCM rahulg@evosys.co.in (c) 2009 Evolutionary Systems Pvt. Ltd ~ 58 Ahmedabad

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