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Approval Hierarchy in Oracle Apps
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Approval Hierarchy in Oracle Apps

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Approval Hierarchy in Oracle Apps in e-Business Suite R12

Approval Hierarchy in Oracle Apps in e-Business Suite R12

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  • 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. 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. 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. 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. 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. STEP 1: Define Job Navigation: Human Resource -> Work Structures -> Job -> Description (c) 2009 Evolutionary Systems Pvt. Ltd ~ 6 Ahmedabad
  • 7. Defining a Job Name : Purchaser Purchaser will be responsible for preparing POs (c) 2009 Evolutionary Systems Pvt. Ltd ~ 7 Ahmedabad
  • 8. Job: Purchaser(060) Defined Similar way Define Department Head (070) & Branch Head (080) (c) 2009 Evolutionary Systems Pvt. Ltd ~ 8 Ahmedabad
  • 9. STEP 2: Define Positions Navigation: Human Resource -> Work Structures -> Position -> Description (c) 2009 Evolutionary Systems Pvt. Ltd ~ 9 Ahmedabad
  • 10. Define Position : Purchaser (061) (c) 2009 Evolutionary Systems Pvt. Ltd ~ 10 Ahmedabad
  • 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. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 12 Ahmedabad
  • 13. STEP 3: Define Position Hierarchy Navigation: Human Resource -> Work Structures -> Position -> Hierarchy (c) 2009 Evolutionary Systems Pvt. Ltd ~ 13 Ahmedabad
  • 14. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 14 Ahmedabad
  • 15. Query: Top Most Position “Branch Head” (081) (c) 2009 Evolutionary Systems Pvt. Ltd ~ 15 Ahmedabad
  • 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. 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. Position Hierarchy Diagrammer Navigation: Human Resource -> Work Structures -> Position -> Position Hierarchy Diagrammer (c) 2009 Evolutionary Systems Pvt. Ltd ~ 18 Ahmedabad
  • 19. STEP 4: Define Employee Navigation: Human Resource -> People -> Enter & Maintain (c) 2009 Evolutionary Systems Pvt. Ltd ~ 19 Ahmedabad
  • 20. Create Employee : Purchaser Similarly Create Employee: Department Head & Branch Head (c) 2009 Evolutionary Systems Pvt. Ltd ~ 20 Ahmedabad
  • 21. Assign Address to Employee “Purchaser” (c) 2009 Evolutionary Systems Pvt. Ltd ~ 21 Ahmedabad
  • 22. Assign Job and Position to Employee - Purchaser Assigning Job and Position to Employee – Purchaser (c) 2009 Evolutionary Systems Pvt. Ltd ~ 22 Ahmedabad
  • 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. 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. STEP 5: Approval Groups Navigation: Purchasing -> Set Up -> Approvals -> Approval Groups (c) 2009 Evolutionary Systems Pvt. Ltd ~ 25 Ahmedabad
  • 26. Define Tier 1 Approval Group (c) 2009 Evolutionary Systems Pvt. Ltd ~ 26 Ahmedabad
  • 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. Document Amount & Ranges Assigned Approval Authority or exclude from the approval of many ranges (c) 2009 Evolutionary Systems Pvt. Ltd ~ 28 Ahmedabad
  • 29. STEP 6: Approval Assignment Navigation: Purchasing -> Set Up -> Approvals -> Approval Assignments (c) 2009 Evolutionary Systems Pvt. Ltd ~ 29 Ahmedabad
  • 30. Select the Document Type – Approve Standard PO (c) 2009 Evolutionary Systems Pvt. Ltd ~ 30 Ahmedabad
  • 31. Select the Approval Group – Tier 1 (c) 2009 Evolutionary Systems Pvt. Ltd ~ 31 Ahmedabad
  • 32. Select the Approval Group – Tier 2 (c) 2009 Evolutionary Systems Pvt. Ltd ~ 32 Ahmedabad
  • 33. Select the Approval Group – Tier 3 (c) 2009 Evolutionary Systems Pvt. Ltd ~ 33 Ahmedabad
  • 34. STEP 7: Update Document Type Navigation: Purchasing -> Control L -> Document % (c) 2009 Evolutionary Systems Pvt. Ltd ~ 34 Ahmedabad
  • 35. Click on this Tab to Update PO Standard (c) 2009 Evolutionary Systems Pvt. Ltd ~ 35 Ahmedabad
  • 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. Run Request : Fill Employee Hierarchy (c) 2009 Evolutionary Systems Pvt. Ltd ~ 37 Ahmedabad
  • 38. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 38 Ahmedabad
  • 39. Fill Employee Hierarchy Phase: Completed Status: Normal (c) 2009 Evolutionary Systems Pvt. Ltd ~ 39 Ahmedabad
  • 40. STEP 8: Define Users (c) 2009 Evolutionary Systems Pvt. Ltd ~ 40 Ahmedabad
  • 41. Create User ~Buyer – Named Mr. Purchaser (c) 2009 Evolutionary Systems Pvt. Ltd ~ 41 Ahmedabad
  • 42. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 42 Ahmedabad
  • 43. Attach Buyer – “Purchaser” (c) 2009 Evolutionary Systems Pvt. Ltd ~ 43 Ahmedabad
  • 44. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 44 Ahmedabad
  • 45. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 45 Ahmedabad
  • 46. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 46 Ahmedabad
  • 47. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 47 Ahmedabad
  • 48. Create PO and Approve it! (c) 2009 Evolutionary Systems Pvt. Ltd ~ 48 Ahmedabad
  • 49. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 49 Ahmedabad
  • 50. Check Notifications (c) 2009 Evolutionary Systems Pvt. Ltd ~ 50 Ahmedabad
  • 51. Approval Notification to Branch Head (c) 2009 Evolutionary Systems Pvt. Ltd ~ 51 Ahmedabad
  • 52. Log in as “Branch Head” (c) 2009 Evolutionary Systems Pvt. Ltd ~ 52 Ahmedabad
  • 53. Check the Notification Summary (c) 2009 Evolutionary Systems Pvt. Ltd ~ 53 Ahmedabad
  • 54. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 54 Ahmedabad
  • 55. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 55 Ahmedabad
  • 56. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 56 Ahmedabad
  • 57. (c) 2009 Evolutionary Systems Pvt. Ltd ~ 57 Ahmedabad
  • 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