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.

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 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 Give Approval for 2000 USD to Document Total Give Approval for 5000 USD to 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. lefttop