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Setup of Approval Hierarchies Position
Here 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 Define Job Define Position Assign Job and
Position to the Employee Define Approval Groups Assign Approval
Groups to Position Define Position Hierarchy Define Buyer Define
User Run Report Fill Employee Hierarchy
We will take the below users in our Example
Jane_PrPresident
Doe_VPVice President
Smith_DirDirector
Terry_ClerkCLERK
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Create Employee
(N)HRMS Responsibility > People > Enter and Maintain
Click New
Create all the four Employees as mentioned above.
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Define Job
(N) HRMS Responsibility > Work Structures > Job
>Description
Click New
Define job for all 4 persons as mentioned above.
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Define Position
Define positions for all 4 members as mentioned above
(N) HRMS Responsibility > Work Structures > Position
>Description
Click New
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Assign Job and Position to the Employees
Query the Employees Created earlier and Click on
(N)HRMS Responsibility > People > Enter and Maintain
Click on Assignment
Place the Cursor in the Position Field and from the LOV select
the appropriate position.
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Define Approval Groups
(N) Purchasing Responsibility > Set up > Approvals >
Approval Groups
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Assign the Approval Group to respective Positions
(N) Purchasing Responsibility > Set up > Approvals >
Approval Assignments
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Define Position Hierarchy
N) Purchasing Responsibility > Set up > Personnel >
Position Hierarchy
In the Subordinates region click on Down ArrowObserve that now
0812.VP12 is in the Position block
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Again in the subordinates region click on Down Arrow
Observe that now 0812.VP12 is in the Position
Block
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Verify Use Approval Hierarchy Option is enabled in the Financial
Options
N) Purchasing Responsibility > Set up >Organizations >
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 .
N) Purchasing Responsibility > Set up >Purchasing >
Document types
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Run the request Fill Employee Hierarchy
N) Purchasing Responsibility > Reports > Run
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Define Terry_Clerk as Buyer
(N) Purchasing > Setup > Personnel > Buyers
Add Buyer
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Create a Purchase Order of 5000 USD
(N) Purchasing > Purchase Orders > Purchase Orders
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Click on Approve Button.
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Click on OK Button
Login with Smith_Dir and check the notification for PO
approval
(N)Purchasing Responsibility > Notification Summary
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