Practical Examination on Approval Hierarchy

Login to the instance with Operations user and welcome password.

Navigate and find the answers to the following questions.

If you have navigated and found answers for :

8 questions correctly – You have passed the test – Needs improvement
9 questions is good
10 questions is Very Good and
11 questions is excellent. You are now fully fit for Requirements Gathering and
implementation

1) Who is the employee associated with Operations User ?

2) What is her position ?

3) What Is the Default Hierarchy for Purchase Requisition Document

Type ?

4) How many employees are there in the same Position of the above
employee ?

5) Which Report will display employees in different positions for the

above Hierarchy ?

6) How many employees are there in the next higher position of Stock
Ms. Pat and who are they ?

7) What are their User Names and Password ?

8) What is her approval group for the document Purchase Requisition ?

9) What is the approval money limit of this approval group ?

10) If a Requisition is submitted for approval for more than 25K by Stock
Ms. Pat, it will be directed to whom and why ?

11) If that reporting employee is terminated, where will the requisition

( >25K) go for approval ?

Answers are on the next page

1) Who is the employee associated with Operations User ?
Switch Responsibility to System Administrator and go to the navigation : Security – User – Define.
Query “operations” user. Identify the employee as Stock, Ms. Pat

2) What is her position ?

Switch Responsibility to Human Resources, Vision Enterprises. Go to navigation People – Enter and
Maintain and query Stock, Ms. Pat in the find form. Click the assignment button and identify her
position as : MM400.MATERIALS MANAGER

3) What Is the Default Hierarchy for Purchase Requisition Document Type ?

Switch Responsibility to Purchasing, Vision Operations. Go to Navigation Setup – Purchasing –
Document Type and query for the Document “Purchase Requisition”. You can observe the Default
Hierarchy as “Materials”

4) How many employees are there in the same Position of the above employee ?
Switch Responsibility to Human Resources, Vision Enterprises and go to navigation : Work Structures
– Position – Hierarchy and query “Materials”. Go to query mode in the block Position in Name field and
enter query as “MM400.MATERIALS MANAGER” Upon execution of the query ( Ctrl + F11) you can
find multiple holders. Click on the LOV icon and identify the names and emp numbers with a “%”
query.

5) Which Report will display employees in different positions for the above Hierarchy ?
Run “Position Hierarchy Report” with the following parameters : Position Structure = Materials, Version
= 1, Parent Position = BUY501.BUYER 1 ( The next higher Position of MM400.Materials manager),
Holders Shown = Yes.

6) How many employees are there in the next higher position and who are they ?
There are three employees in BUY501.BUYER 1. They are Baker Catherine, Frans Hans Fritz, and
Johnson Ms. Alex.

7) What are their User Names and Password ?

Switch Responsibility to System Administrator and go to the navigation : Security – User – Define.
Query for the above employees and find their User Names as CBAKER / welcome ; OMALL/welcome ;
AJOHNSON/welcome respectively.

8) What is her approval group for the document Purchase Requisition ?

Switch Responsibility : Purchasing, Vision Operations and go to Navigation Setup – Approvals –
Approval Assignments and query for the Position MM400.MATERIALS MANAGER. Identify the
Approval Group for the Document Type “Approve Purchase Requisition” as “Manager”

9) What is the approval money limit of this approval group ?

Go to navigation Setup – Approvals – Approval Groups and query for “Manager” Approval Group. You
can find the Document Total and Account Range set to $25,000 USD.

10) If a Requisition is submitted for approval for more than 25K by Stock Ms. Pat, it will
be directed to whom and why ?
Stock, Ms. Pat’s position of MM400.Materials Manager is associated to Approval Group “Materials”. It
has power of 25K only. So the above requisition will be directed to the next higher position
(BUY501.BUYER 1). Since three employees are holding the above position, it will be directed to the
alphabetically first employee. ( ie to Baker Catherine)

11) If that reporting employee is terminated, where will the requisition ( >25K) go for
approval ?
Terminate Baker Catherine by querying the employee in People – Enter and maintain. Click on Others
button and choose “End Employment” Enter the “Actual” Termination Dates as “Today” and click on
“Terminate” button. Now create a new requisition for above 25K and submit for approval. It will now go
to the next alphetical person Frans Hans Fritz. Now reverse termination by clicking on the “Reverse
Termination” button adjacent to “Terminate” button and verify requisition forwarding.