Friday, April 4, 2008

Oracle Purchasing Approval

In PO there are two methods to route documents for approval.
1.Approval Hierarchies (uses position hierarchies, A tree of hierarchy more than one person
above to approve)

2.Employee/Supervisor Relationships (use employee/supervisor relationship, Just one person

above to approve)

Approval Hierarchies

Purchasing utilizes positions as a roadmap to determine how and where documents will be routed once
the approval process has been initiated. It is first necessary to have created all positions that are going to
be used in the system. Once all positions have been created, it is necessary to build the position
hierarchy.
Each position has approval limits, so when a purchase order exceeds the limits of the position, the
purchase order is forwarded onto the next position in the Hierarchy

Employee/Supervisor Relationships
This type of hierarchy does not use the Approval Hierarchy form,but is defined by the
employee/supervisor relationship. The supervisor of an employee is defined on the Assignment region of
the Employee form
If the purchase order entered by the employee exceeds the approval limits, the purchase order is
forwarded onto the employees’ supervisor, as defined on the Employee form
To implement this form of approval routing, you need only to define JOBS. The JOB will then serve as the
tie to the Approval group, and based on the approval limits from the Approval Group, the Document will
either be Approved or Forwarded to the Employees’ Supervisor.
Thanks & Regards,
S.Grace Paul Regan.
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In PO there are two methods to route documents for approval.

Approval Hierarchies (uses position hierarchies)

Employee/Supervisor Relationships (use employee/supervisor relationship)

Approval Hierarchies
Purchasing utilizes positions as a roadmap to determine how and where documents will be routed once
the approval process has been initiated. It is first necessary to have created all positions that are
going to be used in the system. Once all positions have been created, it is necessary to build the
position hierarchy.

Each position has approval limits, so when a purchase order exceeds the limits of the position, the
purchase order is forwarded onto the next position in the Hierarchy

Employee/Supervisor Relationships

This type of hierarchy does not use the Approval Hierarchy form,but is defined by the
employee/supervisor relationship. The supervisor of an employee is defined on the Assignment region
of the Employee form

If the purchase order entered by the employee exceeds the approval limits, the purchase order is
forwarded onto the employees' supervisor, as defined on the Employee form

To implement this form of approval routing, you need only to define JOBS. The JOB will then serve as
the tie to the Approval group, and based on the approval limits from the Approval Group, the
Document will either be Approved or Forwarded to the Employees’ Supervisor.

Similar Post

 Purchase Order > Approval hierarchy