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Instructions Vacation Rule

In Company NCH Europe

APPROVAL

Compiled by: Position: Date:

Jakub Falta Procurement Purchasing Specialist 16.1.2017


Approved by: Position : Date:

This working instruction is determining the method of setting vacation rules for all
NCH employees in Procurement process. Vacation rule is key tool that is influencing the
approval process in procurement and limiting the approval times.

Vacation Rule User guide 1


Content

Setting up the vacation rule.........................................................................................3

Removing Vacation rule.....................................................................................................5

Vacation Rule User guide 2


Logging in NCH Oracle
NCH Oracle Responsibility
1. Accesible under all responsibility

Setting up the vacation rule


NCH Employees working in procurement process are part of the approval hierarchy and are
determine to approve or deny any of the purchase of material or expense. Employees are
obligated to use and update vacation rules in Oracle system to limit increasing times of
purchases approval if employee is in absence.
In order to create vacation rule, user must log into NCH Oracle system and proceed to
Vacation rules in his work list. Simple clicking on the Vacation Rules will resemble in
reallocating user to vacation rules environment.
Setting up vacation Rules and delegation approval responsibility to other user is User A
(vacating) delegating responsibility and privileges to user B (representing). User B is able to
approve higher spends if they are in approval limit of user A.
Example:
PO in 100 USD
User A limits to approve 100 USD, User B limits to approve 50 USD.
Purchase Order 111222 created in amount of 100 USD
User A (vacation) delegation to User B
User B can approve PO 111222

Vacation Rule User guide 3


After successful login into Oracle Account please navigate to the section on right called
Worklist and click on the link Vacation Rules.

After reallocating and Create Rule button is accessible and user can set the rule. Click on the
Create Rule and continue.

Vacation rules, Item type in List of values, must be left as all and process will skip to next
page. You are also able to specify the different Notification and make the delegation variable
based on your requirement

Vacation Rule User guide 4


In Rule Response page, User must set the timeframe of his or her absence by clicking on the
start date field and End Date field. User may enter the notification message and set the
Transfer options. Transfer options are capable to create specific rules for resending
notification by choosing from the list of values of appropriate group for notifications.

Clicking on the magnification glass will allow filtering and checking of transfer user details
before selecting, him or her as transfer performs for notifications.

Pressing apply will set the vacation rule and send notification message.

Vacation Rule User guide 5


Removing Vacation rule
In order to remove or update vacation user must login in NCH Oracle and proceed to
Vacation rules in his work list. Simple clicking on the Vacation Rules will resemble in
reallocating user to vacation rules environment.

NCH Oracle system will let user choose to update currently active rules or delete completely
by clicking on the icon of the pencil to update and trashcan to completely delete the
Vacation Rule.

Vacation Rule User guide 6