This document outlines the steps to set up a position-based approval hierarchy in Oracle Applications to approve purchase order documents. The key steps include: defining employees, jobs, positions and assigning them; defining approval groups; assigning approval groups to positions; defining the position hierarchy; defining a buyer and users; and running a report to fill the employee hierarchy. It then provides an example of creating a purchase order, submitting it for approval, and observing it flow through the approval hierarchy based on the positions defined.

1. Setup of Approval Hierarchies – PositionFor Approval of Purchase Order Documents we can set Hierarchies.There are 2 types of Hierarchies which are mainly used1.Employee-Supervisor Hierarchy 2.Position HierarchyHere 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

2. Define Job

3. Define Position

4. Assign Job and Position to the Employee

5. Define Approval Groups

6. Assign Approval Groups to Position

7. Define Position Hierarchy

8. Define Buyer

9. Define User

10. Run Report “Fill Employee Hierarchy”We will take the below users in our ExampleCreate Employee(N)HRMS Responsibility > People > Enter and MaintainClick (B) NewCreate all the four Employees as mentioned above.Define Job(N) HRMS Responsibility > Work Structures > Job >DescriptionClick (B) NewSimilarly define 3 more Jobs for Director, VP and President.Define Position(N) HRMS Responsibility > Work Structures > Position >DescriptionClick (B) NewSimilarly Define 3 more Positions for Director, Vice President and President.Assign Job and Position to the EmployeesQuery the Employees Created earlier and Click on (B)AssignmentPlace 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 TotalGive approval for 1000 USD for Document Total Give Approval for 2000 USD to Document TotalGive Approval for 5000 USD to Document TotalAssign the Approval Group to respective PositionsSimilarly 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 blockObserve that now “0812.VP12” is in the PositionBlockAgain ,in the subordinates region click on Down ArrowVerify “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 usedSet 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 typeRun the request “Fill Employee Hierarchy”Define “Terry_Clerk” as Buyer(N) Purchasing > Setup > Personnel > BuyersClick (B) Add BuyerDefine all the 4 Employees as Users in Oracle Application and Assign Purchasing Responsibility(N) System Administrator > Security > User >DefineGive a User Name and Attach the Employee in the Person FieldCreate a Purchase Order of 5000 USD Submit the document for ApprovalObserve 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 SummaryClick on “Approve” ButtonQuery 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 notificationClick on “Approve” ButtonObserve 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 notificationObserve the Approval SequenceApprove the Purchase Order.Query the Purchase Order. Observe the status of the Purchase Order and view Action History.lefttop