Approval Hierarchy in Oracle Apps

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

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

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

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

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

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

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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Approval Hierarchy in Oracle Apps

by Rahul Guhathakurta on May 23, 2009

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